Look for a fall iPhone blowout

“With the unveiling of the next-generation iPhone scheduled for the week of Sept. 9, Wall Street analysts are beginning to hazard guesses as to how many of them Apple might conceivably sell,” John Paczkowski reports for AllThingsD. “And unsurprisingly, the developing consensus seems to be ‘lots.'”

“Case in point: J.P. Morgan analyst Mark Moskowitz’s latest prediction on Apple’s fall iPhone production ramp-up,” Paczkowski reports. “Information coming out of Asia’s Apple-related supply chain suggests it is well poised for a big fall push.”

Paczkowski reports, “According to Moskowitz, Apple can produce 20 million so-called iPhone 5 units in the September quarter, and an additional 39 million in the December quarter. And if that proves to be the case, Apple will meet or beat J.P. Morgan’s total iPhone unit estimates of 39.4 million for the December 2012 quarter and 37.8 million units for the March 2013 quarter.”

Read more – including Moskowitz’s thought on Apple’s iPad mini (it’s real, he says) – in the full article here.

13 Comments

    1. If it is, can you finally give this size issue a rest? I think I speak for a number of MDN regulars who, though entertained, enlightened, and enthralled by your otherwise well-articulated Apple critiques, cringe before the spectacle of an OCD sufferer deprived of his meds.

  1. Havent they already managed 37 million in a quarter? With their massive increase in capex I expect them to be able to produce 50M for the holiday quarter. Is that unreasonable?

    39 million would be a huge disappointment and represent minimal growth.

  2. Don’t you know how the system works? You people have to elect Rmoney President. He’s rich and he wants it. Now where’s the VIP entrance? (Hint lady: If you have to ask, it’s not for you.)

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