“Analysts continue to triangulate expectations for Apple after the company yesterday announced it sold 10 million iPhone 6 units during the first weekend of availability,” Tiernan Ray reports for Barron’s. “”
“Goldman Sachs’s Bill Shope, who has a Buy rating on Apple, and a $115 price target, writes that the results were ‘even more impressive given lack of initial China availability,'” Ray reports. “Brian Blair of Rosenblatt Securities writes that lack of supply understates demand for the new units at this point: ‘Although Apple received official approval from China’s MIIT last Thursday, Mainland China is not included in the second release as Apple still awaits network license approval. Currently we do not sense there will be any major delays in obtaining these approvals. Mainland China has represented roughly 15-20% of iPhone unit sales in recent quarters.’
Ray reports, “He thinks Apple will take share from devices running on Google‘s Android OS: ‘Apple will launch it in 115 countries by year-end. While it is becoming more obvious now, we can’t emphasize enough the importance of the larger screened devices in both the Asian and European markets. We expect these larger screens to take meaningful share from Android over the next year and believe this will be clear as we exit the year. With the larger screen and numerous new iOS 8 features, Apple has removed many of the key differentiating factors that attracted consumers to Android devices. What’s critical about this trend is that it isn’t a one-quarter story. This will be a theme for the next 15 months. We believe Apple knows this and projected high production volumes as a result.”
Read more in the full article here.
MacDailyNews Take: Peak fragmandroid is now in the rearview mirror.
Have a merry Christmas, Samsung!
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