Last week, sources in the supply chain, Apple has informed that in I quarter the company will reduce by 30% the volume of deliveries iPhone 6s and iPhone 6s Plus 30% compared to the initial plan. Later it became known that a decrease in demand for the iPhone in the fourth quarter of last year has affected the sales results of Foxconn and other Apple partners. This forced Piper Jaffrey analysts and other investment companies to adjust its forecast for sales of Apple smartphones.
Analysts gene Munster from Piper Jaffray believes that a decline of 30% is unnecessarily alarmist forecast. In fact, the volume of deliveries in the first quarter will drop by 10-15%. Therefore, the preliminary forecast of 62.5 million iPhones in the first quarter was lowered to 55 million smartphones.
You should pay attention to the fact that Apple have first to degrade quarterly indicators, compared with the same period a year earlier, with the time of the launch of the first iPhone model in 2007. In the second quarter, which ends on June 30, forecast on sales of the iPhone decreased from 48.5 to 45 million units.
With regard to the income of Apple in the last quarter when the company put on the market iPhone 75 million, 5.8 million Mac, iPad 17.5 million and 6 million Apple Watch, it should be about $ 77 billion. In the first quarter of 2015 revenue will decrease by up to 55.8 billion, says Piper Jaffray.
Forecasts for iPhone sales in the fourth quarter of 2015 and the first quarter of 2016 reviewed many investment firms. All painted a more pessimistic scenario in UBS and Pacific Crest. According to their forecasts, in the first quarter shipments will fall by 15-20%.
December: from 75 million to 76 million (+2%)
March: 55 million (-10%)
December: 72.7 per million (-2%)
March 49.5 million (-20%)
2016: 213 million (-8%)
December: 76,9 million
March: 51,9 million (-15%)
December: 74,7 million (0%)
March: 56 million (-8%)
December: 75 million (0%)
March: 50 million (-18%)
2016: 220 million (-5%)
December: 74 million (-0.6%)
March: 52 million (-15%)
2016: 218 million (-6%)
2016: from 224 million to $ 229 million (-7,2%)
Analysts agree that this fall when Apple unveils the iPhone 7, smartphone sales will grow.