Supply checks indicate Apple could sell 10 million iPhones in holiday quarter

“Demand for the iPhone 3GS has helped Taiwanese suppliers see a 31 percent increase in orders for components, as Apple’s handset is projected to have a record quarter,” Sam Oliver reports for AppleInsider.

“Citing a local firm, Taiwan-based industry publication DigiTimes noted that integrated circuit shipments in the third quarter of 2009 hit 116.97 million, up 30.9 percent,” Oliver reports. “Leading that growth, and giving a boost to suppliers, has been the iPhone, which sold 7.4 million units globally last quarter. The report suggests that Apple could blow out its previous record when the December quarter concludes.”

Oliver reports, “‘In the third quarter of 2009, sales of the Apple iPhone 3GS far exceeded expectations, and sales are expected to reach 10 million in the fourth quarter of 2009,’ the report said. ‘iPhone chip suppliers have benefited from this development. Furthermore, other terminal vendors made advance procurements to prepare for the peak season in the fourth quarter.'”

Analyst Charlie Wolf with Needham & Co., in Monday’s edition of his ‘Wolf Bytes’ note, “called the iPhone the ‘gold standard’ of the smartphone market. As competitors like the BlackBerry, Palm Pre, and Motorola Droid look to capture some of Apple’s buzz, Wolf said he believes the iPhone will remain on top for the foreseeable future,” Oliver reports. “‘No competitive smartphone has emerged as an iPhone killer just as no portable music player came close to becoming an iPod killer,’ he said. ‘That’s because no one develops user-friendly software like Apple does.'”

More info in the full article, including a graph of smartphone market share from Q104-Q309, here.

8 Comments

  1. Those wot choose to compete against the “Apple a day that keepeth the doctor away”, should do so at their peril. As is now well known, “Go where the pucketh be yonder and noteth where the pucketh was”!

  2. LOL ‘No competitive smartphone has emerged as an iPhone killer just as no portable music player came close to becoming an iPod killer,’ he said. ‘That’s because no one develops user-friendly software like Apple does.'”

    If that was true how come they can’t change….

    I bet I can beat them ” width=”19″ height=”19″ alt=”wink” style=”border:0;” /> You’ll never know when will they be defeated.

  3. I wonder what will happen when all those competitor’s having ordered components in order to be where the puck was, find that Apple inc. have moved the goal posts even further so that the components they now have are almost obsolete?

    That is what happened with zune mac 1 and all the other iPhone wannabe’s emulating iPhone mac 1 just as it was turning to mac 2 and then to mac 3.

    Sometimes it is too painful to watch that it becomes pleasureable!!!

  4. update….. Actually I went back over the reports and if Apple sold 7.3 million iPhones last quarter, then its possible they could sell 10 million this quarter. But I still dislike it when these “anal” ysts make huge over the top predictions…. cause I think its more related to stock manipulation than actual data.

    Just a thought.
    en

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