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RBC sees Apple selling upwards of 75M 'iPhone 6' units before end of 2014

post #1 of 63
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Apple has apparently placed a massive amount of orders for its next-generation iPhone, prompting RBC Capital Markets to notify investors on Monday that they see great upside potential for the anticipated "iPhone 6" over the coming quarters.



While analyst Amit Daryanani currently forecasts sales of 56 million iPhones in the December quarter, he said in a note to investors, obtained by AppleInsider, that a more bullish scenario sees the company possibly shipping more than 70 million units in a three-month span.

According to Daryanani, supply chain data suggests Apple is asking its suppliers to produce as many as 80 million "iPhone 6" units before the end of the year in two form factors of 4.7 inches and 5.5 inches. In comparison, last year Apple had its supply chain ramp up for 60 million units.

Now Daryanani says it's possible that Apple could sell 10 million "iPhone 6" units on the device's launch weekend, reaching 15 million total units before the end of the September quarter. Apple is expected to unveil its next iPhone on Sept. 9, and if the company follows its traditional launch schedule, the handset would become available on Friday., Sept. 19.

That sales momentum would carry into the December quarter, where Daryanani sees upside potential for around 60 million iPhone units. That would place Apple at sales of 75 million "iPhone 6" units before the end of 2014.

To put the numbers in perspective, Apple's biggest quarter ever came last December, when the company sold a blockbuster 51 million total iPhones. The company does not break down sales of handsets based on specific models.

But Daryanani expects a "notable uptick" from last year, as Apple is expected to cater to new users with its larger iPhone displays. The company's current 4-inch iPhone 5s and iPhone 5c represent some of the smallest handsets on the market, while Android-powered competitors have been trending toward larger displays.

RBC Capital Markets has maintained its "outperform" rating for AAPL stock along with its $110 price target.
post #2 of 63
post #3 of 63

When the device is released it will be analyzed to death, dissected, inspected, torn apart, and finally declared ho-hum by the tech illuminati. The usual suspects will declare it insufficient, disappointing, falling behind, not innovative. Apple will be doomed once again.

 

Then, miraculously, Apple will actually sell those 75 millions units they ordered manufactured and the illuminati will be left scratching their heads in befuddlement once again, followed by the now required meme of “Only stupid people buy overpriced Apple junk!”

post #4 of 63
The whole world is saying 5.5 coming.
Yet still some here dont believe.
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post #5 of 63

75 million in four months?

 

Why is this person not fired? I want him out on the street, his paper box full of possessions thrown out the door after him. I want to see him curled up on the corner with a cardboard sign “Will short stock for food”.

 

Originally Posted by sog35 View Post
The whole world is saying 5.5 coming.
Yet still some here dont believe.

 

For those of you just tuning in to AI for the first time and don’t know he’s joking, remember that in 2011, the whole world knew Apple was releasing the iPhone 4S and iPhone 5 simultaneously.

post #6 of 63

I dont think anyone can come out with reliable predictions until we see what the phone actually is. How many models?  How will they price the 5c?

post #7 of 63
It's a nice number for a fictitious phone.
1. Nothing has been announced
2. We know nothing about it
3. Price?
4. Rollout?
post #8 of 63

Headline around January 23rd, 2015:

 

"Apple only sells 72 million phones, not the 75 million anticipated. RBC downgrades AAPL to a sell."

Hmmmmmm...
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Hmmmmmm...
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post #9 of 63

Let's throw the guesses out the window and make a prediction that's certain to be right:

 

That Apple will sell boatloads of all devices this fall and will break sales and revenue records in the process, all while stealing away sales from all the other vendors who rely in bigger screens as a selling point.

post #10 of 63
Quote:
Originally Posted by Tallest Skil View Post
...For those of you just tuning in to AI for the first time and don’t know he’s joking, remember that in 2011, the whole world knew Apple was releasing the iPhone 4S and iPhone 5 simultaneously.

And I miss the days when I was excited and surprised when Apple announced something. Now, there isn't any surprise except for the final configuration because every "expert" has detailed every possible configuration and product so nothing will be unexpected. Of course, the market will expect every one of these proclamations to be correct so they'll see anything short of the most magnificent mobile device ever released to be less than their expectations, driving the value of AAPL down.

post #11 of 63
Quote:
Originally Posted by island hermit View Post

Headline around January 23rd, 2015:

"Apple only sells 72 million phones, not the 75 million anticipated. RBC downgrades AAPL to a sell."
Pretty much the way it will go.
post #12 of 63
Quote:
Originally Posted by rob53 View Post

And I miss the days when I was excited and surprised when Apple announced something. Now, there isn't any surprise except for the final configuration because every "expert" has detailed every possible configuration and product so nothing will be unexpected. Of course, the market will expect every one of these proclamations to be correct so they'll see anything short of the most magnificent mobile device ever released to be less than their expectations, driving the value of AAPL down.

Those days are still here.
Just avoid rumor sites and financial sites and you will be surprised.

Regardless there are still surprises.

MacPro
64 bit A7
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Swift

Its just very hard to keep hardware secret because Apple needs to produce tens of millions of them in China months before release
Edited by sog35 - 8/18/14 at 10:08am
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post #13 of 63
Setting up Apple to fail. Like I will be doing to LeBron James if he doesn't bring Cleveland 2 NBA championships and 4 consecutive appearance in the NBA finals... /s
post #14 of 63
Quote:
Originally Posted by Tallest Skil View Post

 

For those of you just tuning in to AI for the first time and don’t know he’s joking, remember that in 2011, the whole world knew Apple was releasing the iPhone 4S and iPhone 5 simultaneously.

 

I'm not joking.

 

I'm 99% certain we will see a 5.5 phone in the next 3 months.

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post #15 of 63
Quote:
Originally Posted by lkrupp View Post
 

When the device is released it will be analyzed to death, dissected, inspected, torn apart, and finally declared ho-hum by the tech illuminati. The usual suspects will declare it insufficient, disappointing, falling behind, not innovative. Apple will be doomed once again.

 

Then, miraculously, Apple will actually sell those 75 millions units they ordered manufactured and the illuminati will be left scratching their heads in befuddlement once again, followed by the now required meme of “Only stupid people buy overpriced Apple junk!”

Add to that list: All newly added innovations will be dismissed as copies of some halfassed implementation on some totally unrelated device which existed at some point in history and had nothing to do with anything anywhere.

bb
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bb
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post #16 of 63
Quote:
Originally Posted by sog35 View Post

The whole world is saying 5.5 coming.
Yet still some here dont believe.

Just remember last year when everyone was waiting for cheaper iphone and everyone was wrong.

I'm pretty sure there's no 5.5 inch iphone, no NFC support, no ultra-retina display and...

post #17 of 63
Quote:
Originally Posted by island hermit View Post
 

Headline around January 23rd, 2015:

 

"Apple only sells 72 million phones, not the 75 million anticipated. RBC downgrades AAPL to a sell."

 

And what would be the error in that?  If the stock is valued (and it has been climbing steadily) at the price anticipated of them selling 75 million units, it is obviously worth less if they only sell 72 million.

 

All other factors held constant, any company that sells 72 whatevers is worth less than its equivalent that sells 75 whatevers.

 

So many here complain when the stock dips when Apple doesn't meet expectations, but I see very few complaining that the stock price is now going up....

post #18 of 63
Quote:
Originally Posted by Frood View Post
 

 

And what would be the error in that?  If the stock is valued (and it has been climbing steadily) at the price anticipated of them selling 75 million units, it is obviously worth less if they only sell 72 million.

 

All other factors held constant, any company that sells 72 whatevers is worth less than its equivalent that sells 75 whatevers.

 

So many here complain when the stock dips when Apple doesn't meet expectations, but I see very few complaining that the stock price is now going up....

 

If Apple sells 72 million units it will be an unprecedented number, well beyond the expectations of any reasonable person.

 

The only way your scenario plays out (based on my comment) is if the stock price is above $140 on the day that Q1 2015 is announced.

Hmmmmmm...
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Hmmmmmm...
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post #19 of 63
Quote:
Originally Posted by Frood View Post

And what would be the error in that?  If the stock is valued (and it has been climbing steadily) at the price anticipated of them selling 75 million units, it is obviously worth less if they only sell 72 million.

All other factors held constant, any company that sells 72 whatevers is worth less than its equivalent that sells 75 whatevers.

So many here complain when the stock dips when Apple doesn't meet expectations, but I see very few complaining that the stock price is now going up....
You know how much sense that does not make, right? Wall Street is propping up the expectations, not AAPL. If the stock went up rightly with AAPL's blowout quarters then there'd be no problem. If the stock went down because AAPL didn't meet their expectations then there'd be no problem. The fact that the stock ebbs and flows based on faulty expectations from people who don't have a clue of what AAPL is doing is the problem.

But hey, that's Wall Street. The game is not built for the little guy to win.
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post #20 of 63
.
Edited by applelovergrl - 8/19/14 at 4:53am
post #21 of 63
Quote:
Originally Posted by sog35 View Post

The whole world is saying 5.5 coming.
Yet still some here dont believe.

I don't believe it even still I want it. 

Apple won't sell above 75M units, not even close if there's no 5.5" announced this Fall.

I Want My iOS UI Like in Apple Watch"
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I Want My iOS UI Like in Apple Watch"
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post #22 of 63
Quote:
Originally Posted by rob53 View Post
 

And I miss the days when I was excited and surprised when Apple announced something. Now, there isn't any surprise except for the final configuration because every "expert" has detailed every possible configuration and product so nothing will be unexpected. Of course, the market will expect every one of these proclamations to be correct so they'll see anything short of the most magnificent mobile device ever released to be less than their expectations, driving the value of AAPL down.

Yes, Apple can still surprise you by releasing a product 6 months after they announce it. That will give competitors enough time to copy and surpass it. Original iPhone and iPad were exceptions because no one even had anything like those or close to those on a market and it takes time to develop a product. Now, everyone has something similar and all they have to do is improving it. Apple will not surprise you by announce a product early. Those days have gone. Move on.

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post #23 of 63
Quote:
Originally Posted by Frood View Post

And what would be the error in that?  If the stock is valued (and it has been climbing steadily) at the price anticipated of them selling 75 million units, it is obviously worth less if they only sell 72 million.

All other factors held constant, any company that sells 72 whatevers is worth less than its equivalent that sells 75 whatevers.

So many here complain when the stock dips when Apple doesn't meet expectations, but I see very few complaining that the stock price is now going up....

You're kidding, right? So guesses out weigh facts and actual data?
post #24 of 63
Quote:
Originally Posted by sog35 View Post
 

 

I'm not joking.

 

I'm 99% certain we will see a 5.5 phone in the next 3 months.

What about a bet that you won't post a message in AI if 5.5" version is not coming in the next 3 months? Other way around, I won't post any. Deal?

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post #25 of 63
Quote:
Originally Posted by bloggerblog View Post
 

Add to that list: All newly added innovations will be dismissed as copies of some halfassed implementation on some totally unrelated device which existed at some point in history and had nothing to do with anything anywhere.

 

You mean the old “My xyz device has had that feature for years. Come on, Apple, stop copying and start innovating” memo? 

post #26 of 63
Originally Posted by applelovergrl View Post
So I am dating someone very important who works for Apple. I have always known apple product release dates before they come out. The iphone 6 will be released September 11thNOT on the 9th!

 

It’s not a Friday, so no, it won’t be. We’re not talking about the release date, anyway. We’re talking about announcement date. Thanks for reliving the past with your brother’s cousin’s uncle’s niece’s roommate story, though! I miss those.

post #27 of 63
Quote:
Originally Posted by sog35 View Post
 
Its just very hard to keep hardware secret because Apple needs to produce tens of millions of them in China months before release

So in other words, Apple is making your 'so obvious a dead man can see it' 5.5" iPhone in the US because there have been no leaks from China.

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post #28 of 63
Quote:
Originally Posted by applelovergrl View Post
 

So I am dating someone very important who works for Apple. I have always known apple product release dates before they come out. The iphone 6 will be released September 11th NOT on the 9th!

 

:lol:

post #29 of 63
Quote:
Originally Posted by applelovergrl View Post
 

So I am dating someone very important who works for Apple.

Is he married?

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post #30 of 63
Quote:
Originally Posted by fallenjt View Post
 

What about a bet that you won't post a message in AI if 5.5" version is not coming in the next 3 months? Other way around, I won't post any. Deal?

 

Deal with one stipulation:

 

I win if the screen is bigger than 5 inches.  It could be 5.4, 5.3, ect.

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post #31 of 63
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Originally Posted by mstone View Post
 

So in other words, Apple is making your 'so obvious a dead man can see it' 5.5" iPhone in the US because there have been no leaks from China.

 

They could annoucne the 5.5 on Sept and release in late October.

 

meaning manufactering could start in late August without leaks.

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post #32 of 63
Originally Posted by sog35 View Post

meaning manufactering could start in late August without leaks.


What on Earth makes you think that?

post #33 of 63
Quote:
Originally Posted by Tallest Skil View Post
 


What on Earth makes you think that?

 

Shush.  His magic 8 ball said so.

post #34 of 63
Quote:
Originally Posted by mstone View Post
 

So in other words, Apple is making your 'so obvious a dead man can see it' 5.5" iPhone in the US because there have been no leaks from China.

 

There have been plenty of leaked photos, you just keep saying they don't count for some reason.

 

Maybe they don't end up releasing a 5.5" at all in the end, or it comes out later instead of with the 4.7" or it turns out to be an iPod instead of a phone. But it's pretty clear that if nothing else, Apple at the very least investigated the possibility of making one and mocked up some prototypes. There's no reason to think they wouldn't - the Note series has proved pretty popular to the tune of tens of millions of units sold. There's obviously a market for that device, so even if Apple ultimately decides not to go after it or to instead try to sway them to a 4.7, logically they would have at least put some research into that area.

post #35 of 63
Quote:
Originally Posted by Tallest Skil View Post
 


What on Earth makes you think that?

 

iPad

 

Last year iPadMini came out after iPadAir

 

I could see a simular staggered release for iPhone6 and iPhone6 Big Ass

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post #36 of 63
Quote:
Originally Posted by Fuzzypaws View Post
 

 

 There's no reason to think they wouldn't - the Note series has proved pretty popular to the tune of tens of millions of units sold. There's obviously a market for that device, so even if Apple ultimately decides not to go after it or to instead try to sway them to a 4.7, logically they would have at least put some research into that area.

 

Exactly.

 

If Apple wants to lay waste to Samsung they would release a 4.7 and 5.5.

There would be literally no reason at all to buy any high end Samdung phones at that point.

 

If Apple only makes a 4.7 some may still want a larger screen and may go to Samdung.  With a 5.5 screen Samdung would be royally screwed.

 

I really think Tim Cook wants to crush Sammy this time.

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post #37 of 63
Quote:
Originally Posted by sog35 View Post
 

 

iPad

 

Last year iPadMini came out after iPadAir

 

I could see a simular staggered release for iPhone6 and iPhone6 Big Ass

 

No, I think he meant "how can they start manufacturing in August, release in Oct, without leaks?"  I ask the same question.  We've seen enough leaks of the 4.7" to build the iPhone at this point.  Not so much on the 5.5.

post #38 of 63
Quote:
Originally Posted by allenbf View Post
 
Quote:
Originally Posted by applelovergrl View Post
 

So I am dating someone very important who works for Apple. I have always known apple product release dates before they come out. The iphone 6 will be released September 11th NOT on the 9th!

 

:lol:

Hmmm.... lovergrl, meet bf....

 

(Sorry, couldn't resist! ;))

post #39 of 63
Quote:
Originally Posted by allenbf View Post
 

 

No, I think he meant "how can they start manufacturing in August, release in Oct, without leaks?"  I ask the same question.  We've seen enough leaks of the 4.7" to build the iPhone at this point.  Not so much on the 5.5.

 

they can start manufactering in 10 days.

 

That would give them a solid 6 weeks to build 20 million 5.5 phones to release in mid Oct.

I doubt they will need to make as many as the 4.7

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post #40 of 63
Quote:
Originally Posted by applelovergrl View Post
 

So I am dating someone very important who works for Apple. I have always known apple product release dates before they come out. The iphone 6 will be released September 11th NOT on the 9th!

 

is this the next generation of Samdung troll?

 

if so I'm impressed.

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