“RBC Capital notes their checks suggest Apple may plan to produce 8M iPhones CY07, implying 12-14M unit sales end CY08, well ahead of Apple’s publicly stated 18-mo 10M goal. Apple’s CY07 plans may include offering higher memory (e.g. 16GB) iPhones, while refreshing existing models at lower cost to stimulate demand,” Notable Calls reports.
“Checks also suggest Apple may be planning an iPod line refresh Q4CY07, including new versions that they believe include: an updated iPod Nano, a new iPod and new video iPod. Some or all may include iPhone-like features (Touchscreen, Widescreen, new UI etc). RBC also expects new devices with more memory and integrated wireless (Wi-Fi),” Notable Calls reports.
“Based on these checks, the firm is raising their iPhone sales outlook to 13.5M units (10.1M prior) end CY08,” Notable Calls reports.
Full article here.
[Thanks to MacDailyNews Readers “Fred Mertz” and “Linux Guy And Mac Prodigal Son” for the heads up.]
Anyone who can do basic math, can get a few retail employees to talk, and follows the iPhone unit refresh rates at Apple and AT&T stores knows that Apple is selling more iPhones than almost any analyst is publicly projecting. Obviously, Jobs is letting the anticipation and the sales figures build until he releases iPhone unit sales totals with maximum effect. Many are going to be absolutely stunned by the number when Apple finally releases it, perhaps on July 25th with the company’s Q3 07 quarterly results.