How Many iPhones Did Apple Sell In The March Quarter?

  • Posted: 16 April 2012 11:37 AM

    PED has posted the analyst iPhone unit sales numbers. Take you pick of the best of Apple iPhone estimates.

         
  • Posted: 16 April 2012 11:58 AM #1

    Gene Munster picks a higher # than Andy Zaky?  WTF is that Rudy?  LOL

         
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    Posted: 16 April 2012 12:25 PM #2

    I say 38 million.

    Reason being that Apple stated they could have sold more then 37 million last quarter.  This is before China expansion.

    Folks need to keep in mind that with each passing month more Verizon folks become qualified for an upgrade and then we add Sprint folks.

    World wide expansion continues.

    Apple would not be investing $12 billion in 2011 and then $9 billion this year with Foxconn if they did not see serious expansion of the iPhone.

    We are now even with Android in sales and we will surpass them here in the US this year.

    andy and the gang below 35 million are just becoming part of the conservative herd hoping to buy this stock cheap today.

         
  • Posted: 16 April 2012 12:29 PM #3

    Since Andy is behind a paywall and Turley has let his website go stale, I suspect both are weighting the historical sales of iPhone at the expense of the sequential rise in iPhones sold from Q1 to Q2.  Nothing wrong with that, but I beg to differ with their results.  If they have other data points to share, then to quote someone famous:  “Come out, come out, wherever you are…..”  :wink:

    With the very late release of the Phone 4s, FQ2 2012 marks the FIRST full quarter of availability.  The question of how many Apple sold is more likely how many they could produce, as demand should not be in question at this stage of its lifecycle.  Even with iPhone 4 launching much earlier, FQ2 2011 beat the # of units sold in FQ1 2011.

         
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    Posted: 16 April 2012 01:31 PM #4

    Mercel - 16 April 2012 03:29 PM

    Since Andy is behind a paywall and Turley has let his website go stale, I suspect both are weighting the historical sales of iPhone at the expense of the sequential rise in iPhones sold from Q1 to Q2.  Nothing wrong with that, but I beg to differ with their results.  If they have other data points to share, then to quote someone famous:  “Come out, come out, wherever you are…..”  :wink:

    With the very late release of the Phone 4s, FQ2 2012 marks the FIRST full quarter of availability.  The question of how many Apple sold is more likely how many they could produce, as demand should not be in question at this stage of its lifecycle.  Even with iPhone 4 launching much earlier, FQ2 2011 beat the # of units sold in FQ1 2011.

    Just checked my numbers for IPhone sales:
    FQ1 2011 (Christmas quarter): 16.24 MM
    FQ2 2011:  18.65MM

    Now there are a couple of other factors at work here for the FQ1 2012 vs. FQ2 2012, and you cited one above (IPhone 4S came out a week into FQ1 2012, albeit that quarter “had an extra week in it”).  The main one would be IPhone 4s introduction into China (and ROW), which happened in mid-January, and let us not discount the lower price points for the IPhone 4 and IPhone 3 as potentially adding to the IPhone total.

         
  • Posted: 16 April 2012 01:41 PM #5

    rutgersguy92 - 16 April 2012 04:31 PM
    Mercel - 16 April 2012 03:29 PM

    Since Andy is behind a paywall and Turley has let his website go stale, I suspect both are weighting the historical sales of iPhone at the expense of the sequential rise in iPhones sold from Q1 to Q2.  Nothing wrong with that, but I beg to differ with their results.  If they have other data points to share, then to quote someone famous:  “Come out, come out, wherever you are…..”  :wink:

    With the very late release of the Phone 4s, FQ2 2012 marks the FIRST full quarter of availability.  The question of how many Apple sold is more likely how many they could produce, as demand should not be in question at this stage of its lifecycle.  Even with iPhone 4 launching much earlier, FQ2 2011 beat the # of units sold in FQ1 2011.

    Just checked my numbers for IPhone sales:
    FQ1 2011 (Christmas quarter): 16.24 MM
    FQ2 2011:  18.65MM

    Now there are a couple of other factors at work here for the FQ1 2012 vs. FQ2 2012, and you cited one above (IPhone 4S came out a week into FQ1 2012, albeit that quarter “had an extra week in it”).  The main one would be IPhone 4s introduction into China (and ROW), which happened in mid-January, and let us not discount the lower price points for the IPhone 4 and IPhone 3 as potentially adding to the IPhone total.

    FWIW, I’m factoring down every sales category (13/14 weeks) on the FQ1 2012 results when looking at sequential changes between FQ1 and FQ2.

         
  • Posted: 16 April 2012 01:47 PM #6

    If Andy thinks Apple sold 31M iPhones, then he’s probably selling AAPL ahead of earnings?

         
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    Posted: 16 April 2012 02:25 PM #7

    Mercel - 16 April 2012 04:47 PM

    If Andy thinks Apple sold 31M iPhones, then he’s probably selling AAPL ahead of earnings?

    The past two April quarters both outsold the Christmas quarter for IPhones.

    2010: 8.75MM (April) vs. 8.7MM (Christmas)
    2011: 18.65MM (April) vs. 16.24MM (Christmas)

    Why would this year be any different?  If anything, there should be more based on my post above.

         
  • Posted: 16 April 2012 02:31 PM #8

    rutgersguy92 - 16 April 2012 05:25 PM
    Mercel - 16 April 2012 04:47 PM

    If Andy thinks Apple sold 31M iPhones, then he’s probably selling AAPL ahead of earnings?

    The past two April quarters both outsold the Christmas quarter for IPhones.

    2010: 8.75MM (April) vs. 8.7MM (Christmas)
    2011: 18.65MM (April) vs. 16.24MM (Christmas)

    Why would this year be any different?  If anything, there should be more based on my post above.

    Agreed.

         
  • Posted: 16 April 2012 02:59 PM #9

    I just looked at a world map. You know, China’s still there. Pity that fact didn’t make its way into some of these iPhone numbers.

         
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    Posted: 16 April 2012 03:01 PM #10

    DawnTreader - 16 April 2012 05:59 PM

    I just looked at a world map. You know, China’s still there. Pity that fact didn’t make its way into some of these iPhone numbers.

    Robert,

    What’s up with Andy Zaky’s numbers?

    Or better yet, Andy, if you tuning in, why are your numbers so low?

    Thanks.

         
  • Posted: 16 April 2012 03:03 PM #11

    A good representation in the index from all of our groups: The AFB, The AAPL Independent Analysts on LinkedIn and the new Braeburn Group.

         
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    Posted: 16 April 2012 03:19 PM #12

    In case you missed it, PED notes that Zaky has opened a hedge fund.

    He’s accountable in ways he wasn’t before.

    Once you’ve made your mark?  “Gone corporate”, which is no bad thing?  This doesn’t surprise me one bit.  And this is not intended to be any kind of criticism of Zaky.

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    Thanks, Steve.

         
  • Posted: 16 April 2012 03:35 PM #13

    Mercel - 16 April 2012 05:31 PM
    rutgersguy92 - 16 April 2012 05:25 PM
    Mercel - 16 April 2012 04:47 PM

    If Andy thinks Apple sold 31M iPhones, then he’s probably selling AAPL ahead of earnings?

    The past two April quarters both outsold the Christmas quarter for IPhones.

    2010: 8.75MM (April) vs. 8.7MM (Christmas)
    2011: 18.65MM (April) vs. 16.24MM (Christmas)

    Why would this year be any different?  If anything, there should be more based on my post above.

    Agreed.

    I’m not worried about the iPhone numbers and some of the estimates may undergo revision before earnings day and the final revenue and earnings comparisons. Sit tight.

         
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    Posted: 16 April 2012 03:36 PM #14

    Mav - 16 April 2012 06:19 PM

    In case you missed it, PED notes that Zaky has opened a hedge fund.

    He’s accountable in ways he wasn’t before.

    Once you’ve made your mark?  “Gone corporate”, which is no bad thing?  This doesn’t surprise me one bit.  And this is not intended to be any kind of criticism of Zaky.

    So Andy must now toe the line with all of the “Professional Analysts”, he is no longer an “Independent”.

         
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    Posted: 16 April 2012 03:43 PM #15

    rutgersguy92 - 16 April 2012 05:25 PM
    Mercel - 16 April 2012 04:47 PM

    If Andy thinks Apple sold 31M iPhones, then he’s probably selling AAPL ahead of earnings?

    The past two April quarters both outsold the Christmas quarter for IPhones.

    2010: 8.75MM (April) vs. 8.7MM (Christmas)
    2011: 18.65MM (April) vs. 16.24MM (Christmas)

    Why would this year be any different?  If anything, there should be more based on my post above.

    Iphone 3GS released June 19th 2009
    Iphone 4 released June 24th 2010
    Iphone 4S released Oct 14th 2011.

    This past year is the first one with the phone being released in the Christmas quarter.  There are always going to be the Apple lovers who buy the new product when it first comes out (Innovators/Early adopters).  In the past, those buys were made in the quarter prior to the christmas quarter.  This year, they were bundled in the Christmas quarter.