Analyst: Apple to Sell 190 Million iPhones in 2012

| Apple Stock Watch

Morgan Stanley analyst Katy Huberty says Apple will likely sell 190 million iPhones in 2012 based on a survey conducted by Alphawise. iPad sales are expected to remain high, too, since demand for tablets doesn’t seem to be letting up.

The survey was conducted the week after Thanksgiving for Morgan Stanley, and the results showed consumer interest in Apple’s mobile devices is high.

Survey shows iPhones sales could top 190 million in 2012Survey shows iPhones sales could top 190 million in 2012

“Surprisingly, US consumers expect to buy more iPhones in C1Q12 than C4Q11,” Morgan Stanley analyst Katy Huberty said, according to Fortune. “Even discounting the survey results 10 percent, that suggests Apple could sell 13 million iPhones in the U.S. and 41 million worldwide next quarter. Morgan Stanley’s model has Apple selling 30 million iPhones in calendar Q1 2012.”

iPad sales are expected to remain strong in 2012, too, with the survey showing 27 percent of consumers planning on buying a tablet. Ms. Huberty thinks that Apple could sell some 81 million iPads in 2012, even with giving up 4 percent of its market to Amazon’s Kindle Fire.

Despite the high expectations the survey creates, Morgan Stanley estimates put 2012 iPhone sales at 134 million, and iPad sales at 52 million.

High survey numbers, however, don’t necessarily equate to high sales. The study showed consumers are interested in buying iPhones and iPads, but that doesn’t mean all of them will follow through and buy a brand new iOS device.

Even if the study’s sales estimates are overly optimistic, it still shows a keen consumer interest in the iPhone and iPad, which is good news for Apple.

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Wow! This analyst has for years been known to underestimate Apple. She has been low by huge amounts several times. So, is she estimating 190M iPhones selling in 2012? Or she just throwing that number out as the extreme result of the survey?

Even the 134M base estimate of Morgan Stanley is higher than the Street average. That is a growth of around 40% over 2011. Huberty’s survey estimate would result in more than doubling 2011. Now that kind of actual result would be a huge Wow. I wouldn’t take her analysis to the bank.

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