“Both Morgan Stanley and UBS use web search analysis to help them forecast how many iPhones Apple sells, and both have June quarter iPhone sales of 50 million partly based on the results,” Chuck Jones writes for Forbes. “Morgan Stanley’s Apple analyst, Katy Huberty, AlphaWise May and June surveys both showed that Apple could sell 53 million iPhones in the June quarter… To further support her view of 53 million iPhones being sold Morgan Stanley’s Asia tech analyst, Jasmine Lu, estimates that Apple has asked its suppliers to build 54 million iPhones in the quarter and that the company may add to its 17 million in channel inventory.”
“This is the third quarter that UBS’ Apple analyst, Steve Milunovich, has published his Evidence Lab iPhone Monitor. It is still trying to find its bearings as it was too low by 5.2 million in the December 2014 quarter and 3.2 million too high in the March 2015 quarter,” Jones writes. “Milunovich increased his iPhone sales forecast from 48 to 50 million.”
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MacDailyNews Take: If so, it would easily be a quarterly record for iPhone unit sales as the current high water mark for the June quarter (Apple’s fiscal Q3) stands at 35.203 million units set in 2014.