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Apple suppliers expect 'iPhone 6' sales to be 20% greater than iPhone 5s

post #1 of 61
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Suppliers in the Far East gearing up for Apple's "iPhone 6" are reportedly anticipating 20 percent growth from last year's iPhone 5s launch, setting the stage for the biggest iPhone debut yet.


"iPhone 6" and "iPhone 6c" concepts by Martin Hajek.


Analyst Katy Huberty of Morgan Stanley recently took a trip to visit technology industry component suppliers, who shared their expectations for Apple's next iPhone. From those conversations, Huberty said in a note to investors on Monday that she sees no major bottleneck for "iPhone 6" components, suggesting that Apple and its suppliers may not have a difficult time keeping up with demand.

Apple doesn't break down iPhone sales by model, so it's unknown exactly how well the iPhone 5s sold at launch compared to the iPhone 5 a year prior. However, total iPhone sales in the December 2013 quarter were up just 6.7 percent year over year, which was a much slower growth rate than the company had seen previously.

The indications from suppliers suggest that Apple's next iPhone, which is rumored to come with a larger display, could reignite sales growth.

Huberty expects that the next iPhone could have a bill of materials $20 to $30 higher than the current iPhone 5s, largely due to the expectation of a larger display and improved camera.

"However, we don't detect any abnormal component pricing pressure from Apple suggesting lower inventory, deprecation, and warranty costs along with the potential for a modest price increase and/or NAND mix change may help digest the higher (bill of materials)," she wrote.

Beyond the iPhone, Huberty expects the rest of 2014 to be weak for the tablet market, including Apple's iPad. Her conversations with suppliers led her to forecast iPad shipments will decrease by 1 percent in the second half of the year and through 2015.

Suppliers are also said to be skeptical about wearable devices, which leads Huberty to believe that the nascent market could provide an upside surprise in 2015 volumes. She predicts that if Apple were to launch a so-called "iWatch," it could outsell the iPad in its first quarter.
post #2 of 61
If they expect only a 20% jump then there are going to be shortages for at least 3 months.
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post #3 of 61
From everything we have seen so far, seems like a sensible prediction. There is built up demand for a larger iphone and the supposed leaks point to a thinner, larger, very cool looking device. A more elegant version of the gorgeous HTC one.
post #4 of 61
If the 6 looks like the one by Martin, I am definitely going to upgrade my 5S.
post #5 of 61
Yep, I'll def. be considering the larger iPhone. May buy it and not buy an iPad mini.

Could I get by without an iMac, MBA or even an iPad? Just the 6, iCloud, iWork, iTunes, airplay and a dumb large flat panel HDTV. Oh, I guess I'd need an ATV and an Apple wifi.

Imagine, my only tech in my house would be the 6 with one charger brick, one cable, one bill to T-Mobile.
Edited by christopher126 - 5/12/14 at 8:29am
post #6 of 61

20% increase is an insult to their calculations and Apple.  

post #7 of 61

iPhone 6 is going to be the biggest phone launch ever, that goes with out saying.

post #8 of 61

Every iPhone has sold more than its predecessor so not much of a production is it....

 

If they just changed the case design it'd sell boatloads more, but you can bet they will be aiming for a lot more than a new case and bumped specs.

 

I think I might be finally able to get rid of my trusty iPhone 4s.

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post #9 of 61
Originally Posted by AppleInsider View Post

"iPhone 6" and "iPhone 6c" concepts by Martin Hajek.

 

Why waste time on a concept of a device that won’t be out until next year when we don’t even know this year’s device’s design? Or if the former design will even be continued?

Originally Posted by Marvin

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Originally Posted by Marvin

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post #10 of 61
Quote:
Originally Posted by Tallest Skil View Post

Why waste time on a concept of a device that won’t be out until next year when we don’t even know this year’s device’s design? Or if the former design will even be continued?

Because that's what we do this time of year. Until we see the finished Apple product, almost anything is fair game.
post #11 of 61
AI fix this "undefined"bug. It has to do with Facebook log in conflicting with the standard user account log in. I have a Facebook log in for other forums and it seems to interfere here and log me out automatically and causes other issues like posting "undefined"

No time to write my post again but basically I see sales going much higher than a 20% increase.
Edited by gwmac - 5/12/14 at 8:54am
post #12 of 61
Quote:
Originally Posted by BlackSheep View Post

If the 6 looks like the one by Martin, I am definitely going to upgrade my 5S.

Those do look great.  Liking the 6c a lot too.  Who knows what they are going to do with the "c" category this year.  We know it'll be 5s internals, but a bigger screen?  I doubt this year.

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post #13 of 61
That design is expected to come out this year. Sept 2014
post #14 of 61
What the hell are component suppliers going to tell Katy Huberty? Does anyone really believe they'd risk their business with Apple discussing confidential information with a stock analyst? Ludicrous!

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post #15 of 61
Originally Posted by Napoleon_PhoneApart View Post
Because that's what we do this time of year. Until we see the finished Apple product, almost anything is fair game.

 

Is it? I didn’t see people wondering what the 2024 Mac Pro’s design would look like.

 

Originally Posted by tdiddy View Post
That design is expected to come out this year. Sept 2014

 

Not the “6C” design.

Originally Posted by Marvin

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Originally Posted by Marvin

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post #16 of 61
Dudes! Why aren't we talking about the Beats Audio partnership with Chrysler? I've never wanted Beats headphones or a Chrysler, but now that Apple will redesign both, I'm starting to perk up my ears. Moof!
post #17 of 61
Quote:
Originally Posted by DogCowabunga View Post

Dudes! Why aren't we talking about the Beats Audio partnership with Chrysler? I've never wanted Beats headphones or a Chrysler, but now that Apple will redesign both, I'm starting to perk up my ears. Moof!

Again... Would a deal survive transfer of ownership? Would the Beats name remain or would the Apple name replace them?

Uninformed speculation is fun for us, but also a huge waste of time.

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post #18 of 61

Dude, very glad I'm not employed by you, otherwise I might waste your valuable time!

 

Here's a fun piece about criticism:  http://opinionator.blogs.nytimes.com/2014/05/10/young-minds-in-critical-condition/  :-)

post #19 of 61
Quote:
Originally Posted by Apple ][ View Post

iPhone 6 is going to be the biggest phone launch ever, that goes with out saying.

You are on the nose. This will be the biggest launch in iphone history. The only thing that could dampen it, will be the buyers waiting on the 5.5".
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post #20 of 61
Quote:
Originally Posted by Tallest Skil View Post
 

 

Why waste time on a concept of a device that won’t be out until next year when we don’t even know this year’s device’s design? Or if the former design will even be continued?

Because that's what we think this years design will look like in Sept 2014...

post #21 of 61
Quote:
Originally Posted by Tallest Skil View Post
 

 

Is it? I didn’t see people wondering what the 2024 Mac Pro’s design would look like.

 

 

 

They weren't wondering about the original iPhone back in 1997, either. I'd imagine that the iPhone has a much bigger user base than the Mac Pro. Just a wild guess. :D 


Edited by Napoleon_PhoneApart - 5/12/14 at 10:00am
post #22 of 61
Quote:
Originally Posted by Tallest Skil View Post

Not the “6C” design.

 

I doubt there'll be a 4.7" 6C. Question is whether they'll build 3 new phones: 6 Air at 4.7" and 6s & 6c at 4". And what will the pricing look like? $749, 649, 549 with the Air starting with 32GB? Discontinue 5s and keep 5c at $449 or 399? Or will Apple do like what they did with the MBAir and start aggressively at $649 and really dig into the mid-range market?

post #23 of 61
Quote:
Originally Posted by BlackSheep View Post

If the 6 looks like the one by Martin, I am definitely going to upgrade my 5S.

Martin doesn't work for Apple, so you are likely to be disappointed.

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post #24 of 61
Quote:
Originally Posted by Tallest Skil View Post

Why waste time on a concept of a device that won’t be out until next year when we don’t even know this year’s device’s design? Or if the former design will even be continued?

In the absence of news from Apple, rumor sites fill the void with fanciful creations and speculations. This is the nature of the rumor industry.

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post #25 of 61
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Originally Posted by Suddenly Newton View Post


In the absence of news from Apple, rumor sites fill the void with fanciful creations and speculations. This is the nature of the rumor industry.


Agreed. I remember all the speculation about the name of the iPhone 5. :lol:

post #26 of 61
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Originally Posted by Suddenly Newton View Post


In the absence of news from Apple, rumor sites fill the void with fanciful creations and speculations. This is the nature of the rumor industry.

 

... and the reason AI exists.

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post #27 of 61
Quote:
Originally Posted by SpamSandwich View Post

Again... Would a deal survive transfer of ownership? Would the Beats name remain or would the Apple name replace them?

I think they would probably keep the Beats name but add "an Apple Company" like Google did with Motorola.
post #28 of 61
Originally Posted by tdiddy View Post
Because that's what we think this years design will look like in Sept 2014...

 

You missed my reply. Following the existing system, the 6C won’t be coming out until next year.

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Originally Posted by Marvin

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post #29 of 61
Quote:
Originally Posted by Andysol View Post
 

Those do look great.  Liking the 6c a lot too.  Who knows what they are going to do with the "c" category this year.  We know it'll be 5s internals, but a bigger screen?  I doubt this year.

I hope there'd be no iPhone 6c, just plain iPhone 6 with all metal back in colors like iPod Touch. Yup.

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Congratulation to Samsung Galaxy S5 for winning CNET's Best Android Phone of the Year 2014

 

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post #30 of 61
Quote:
Originally Posted by Ivabign View Post
The only thing that could dampen it, will be the buyers waiting on the 5.5".

They might be be waiting a while, then.

 

The 5.5" will be an iPod Touch (or an iPad Nano).

post #31 of 61

20% or more, I would say.

 

Worry time for Samsung and others. High end luxury smart phones is where the money is.

 

iPhone 6 will be the best-selling smartphone on the planet.

 

And remember, this also will mean that the 5S is going to come down in price.

 

And the 5C presumably will come down in price.

 

Etc.

 

2014 = good times for Apple fans and stockholders.

 

And that is *without* any other major product announcements.

post #32 of 61
Quote:
Originally Posted by Chandra69 View Post
 

20% increase is an insult to their calculations and Apple.  

 

I don't think youre reading it right. a 20% increase in volume over last year's new product launch is very, very good. we would kill for increases that high.

post #33 of 61
Quote:
Originally Posted by Apple ][ View Post

iPhone 6 is going to be the biggest phone launch ever, that goes with out saying.

Every iPhone launch becomes the 'biggest phone launch ever'.
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post #34 of 61
Quote:
Originally Posted by 512ke View Post
 

20% or more, I would say.

 

Worry time for Samsung and others. High end luxury smart phones is where the money is.

 

iPhone 6 will be the best-selling smartphone on the planet.

 

And remember, this also will mean that the 5S is going to come down in price.

 

And the 5C presumably will come down in price.

 

Etc.

 

2014 = good times for Apple fans and stockholders.

 

And that is *without* any other major product announcements.

I would imagine the 5s being discontinued replaced with a black plastic body 5cs. I cannot see it making sense to keep the metal 5s at a discounted price.

post #35 of 61

Well if Apple release it in August; it has more selling time for the holidays.  And then the 5.5" is release in September/October and another wave of buying.   So it going to be a lot of sales since there will be two different size iPhones coming at different times to take up the momentum through out the holidays and into 2015!

post #36 of 61

Oh!  The iPhone 5S will be also available for purchase too maybe discounted!  So a lot of choices for iPhone buyers now!  Three iPhones!  Wow!

post #37 of 61
Quote:
Originally Posted by AppleInsider View Post


Analyst Katy Huberty of Morgan Stanley recently took a trip to visit technology industry component suppliers, who shared their expectations for Apple's next iPhone. 

 

I would love to know how this works?  What power does an analyst from Morgan Stanley to walk into someones office and say "Tell me what your planning to do for Apple"? Why would they even let her in the building?  If she is not talking with corporate heads, then who is she talking to and can their information be trusted?  Obviously Apple doesn't want their suppliers to leak info to the press or anyone else, so all this information leak must really be driving them mad and risks the suppliers relationship with Apple.  Just curious.

post #38 of 61

I'm thinking the 5S may disappear with the launch of the 6.  I agree with the above post that the insides of the 5S with touch ID will become the 6c.  Meanwhile the larger two new 6's need some name to differentiate them, maybe iPhone 6 and iPhone 6Air??

 

Either way I see it as medium, large and Phabulous!

 

Apple held onto the 4S for emerging markets, so maybe if they hold onto the 5c (instead of the 5S) they can fill that niche.  

post #39 of 61
Quote:
Originally Posted by Carson O'Genic View Post
 

 

I would love to know how this works?  What power does an analyst from Morgan Stanley to walk into someones office and say "Tell me what your planning to do for Apple"? Why would they even let her in the building?  If she is not talking with corporate heads, then who is she talking to and can their information be trusted?  Obviously Apple doesn't want their suppliers to leak info to the press or anyone else, so all this information leak must really be driving them mad and risks the suppliers relationship with Apple.  Just curious.


It part of Apple's marketing of the next generation iPhone.  It happens every year on clue!  LOL!

post #40 of 61
Quote:
Originally Posted by Andysol View Post

Quote:
Originally Posted by BlackSheep View Post

If the 6 looks like the one by Martin, I am definitely going to upgrade my 5S.
Those do look great.  Liking the 6c a lot too.  Who knows what they are going to do with the "c" category this year.  We know it'll be 5s internals, but a bigger screen?  I doubt this year.

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