Morgan Stanley: Apple Watch demand up 60% in US since March

“Citing Morgan Stanley’s AlphaWise U.S. Wearables survey, analyst Katy Huberty raised base case Apple Watch sales estimates 20 percent from 30 million units to 36 million units for the device’s first 12 months of availability,” Mikey Campbell reports for AppleInsider. “She considers the estimate conservative, noting it implies only ‘definitely’ buy survey responses (as opposed to ‘probably’ will buy), assumes 50 percent U.S mix despite an existing 30 percent iPhone mix and disregards an increasing iPhone install base.”

“The survey showed Apple Watch purchase intent consistently rise over the past six months,” Campbell reports, “with the biggest increase [60%] recorded after Apple launched in April, Huberty said.”

Read more in the full article here.

MacDailyNews Take: As the general public sees Apple Watches on the wrists of the influencers and in use at cash registers, in gyms, etcetera, Apple Watch sales will really take off – if Apple can ever manage to get some decent supplies on hand and get them into retail stores for sale, that is.

[Thanks to MacDailyNews Readers “Dan K.” and “Bill” for the heads up.]


  1. No Way!

    They must hold a lot of apple stock; they must have bought it at 129.99.

    The best thing apple could do with this thing is say they will sell it for one year, skip a year, sell it again. Here’s the deal, to drive demand, none, absolutely none would be sold in the off years.

    Start the count down.

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