Katy Huberty of Morgan Stanley analyst, launched a brand new record the day gone by ( Fortune) suggesting that Apple could sell 200 million iPhones next year. The number should be doubled from 2011 (referred to as 36 million iPhones sold this quarter against 30 million for the previous quarter).
Huberty estimated that demand for iPhone is accelerating: U.S. consumers should ask for more iPhone in first quarter 2012 than they have asked the current quarter (though in the midst of holiday season)! Thus, Apple could sell 13 million iPhones in the U.S. in the first quarter 2012 and 41 million in the rest of the world, about 13 million more than the same period in 2011. For the first quarter next year, Huberty projected on 41 miilion of units from what was commented last week by AT&T and Alphawise survey after Thanksgiving.
In case Apple decides to reduce its iPad 2 price to $399, the company still planning on selling 90 million of units in 2012, more than reported by suppliers
Huberty's research is based on its own market research and a study of AlphaWise who believes that demand for iPhone is expected to be 40% higher than that calculated by Huberty at Morgan Stanley in its baseline scenario.
Note that Huberty believes that Apple should selling 80 million iPad next year. Apple is also expected to sell between 13 and 14 million iPad just for this Christmas.
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