“Morgan Stanley on Wednesday published the findings of its latest AlphaWise Trackers, the results of which were shared with AppleInsider,” Neil Hughes reports for AppleInsider. “Analyst Katy Huberty revealed that the data shows demand for the iPhone is estimated at about 53 million units for the June quarter, with particularly strong interest coming from China.”
“As for the Apple Watch, Morgan Stanley’s data has found that demand for the wrist-worn device is stabilizing at a level 20 percent higher than the first-generation iPhone six weeks after launch,” Hughes reports. “‘Watch interest in the week of launch was about half that for the first iPhone, but the Watch has seen a much smaller deceleration since the initial spike,’ Huberty wrote. ‘Both products had limited distribution at the beginning — iPhone at AT&T and Watch on the Apple online store — but the Watch has seen more supply constraints due to some component issues and we believe likely conservative demand forecasts by Apple.”‘”
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MacDailyNews Take: Apple Watch needs to get onto wrists in order to make the leap beyond early adopters. Now that AW is available in Apple Retail Stores, that can finally begin to happen.