Apple could ship a record number of iPhones this holiday season
Before Apple’s (AAPL) iPhone 6 launch, we published a series titled “Everything you need to know before the iPhone 6 launch on Tuesday.” In this series, we covered various controversies surrounding Apple, its prospects in the mobile payment market, and the release of its smartwatch. On September 9, Apple launched the iPhone 6, measuring 4.7 inches, and the iPhone 6 Plus, measuring 5.5 inches. On the same day, Apple also released its smartwatch called the Apple Watch. All three devices include near field communication technology that enables users to make mobile payments.
Shortly after the launch, Apple announced that the response to the iPhone 6 and iPhone 6 Plus was overwhelming. Pre-orders numbered 4 million on the very first day. In comparison, Apple received only 2 million pre-orders for the iPhone 5 when it was released two years ago.
Another recent report from DigiTimes, citing the Taiwan-based iPhone supply chain, stated that manufacturers are preparing to produce 80 million units of the iPhone 6 and iPhone 6 Plus combined by this year end. The report also projected that Apple could be shipping up to 10 million units in September and between 60 and 70 million units in 4Q14.
Robust holiday season could boost Apple’s smartphone market share
If these projections are realized, it will be the most successful quarter yet for Apple in terms of iPhone sales. As the chart above shows, last year’s holiday season was the best quarter for Apple so far with 51 million iPhone sales.
Another robust holiday season might help Apple overcome the challenge from Samsung (SSNLF) and other Google (GOOG)(GOOGL) Android-based smartphones. According to a report from Strategy Analytics, as of 2Q14, Android dominates the smartphone operating system market with a share of 85%. Apple iOS has only about a 12% share, while Microsoft’s (MSFT) Windows Phone and BlackBerry (BBRY) each have less than a 3% market share.