Analysts See Record-Breaking Sales for iPhone and Mac in Holiday Quarter

Apple's iPhone 6 and 6 Plus may boost the company's iPhone sales to a new record in the year-ending Q1 2015, says Morgan Stanley analyst Katy Huberty in a recent investor note. In line with other analyst predictions, Huberty and her team expect iPhone sales in the December holiday quarter to reach as high as 69 million units, eclipsing last year's quarterly record of 51 million units sold in Q1 2014.

Huberty also predicts strong Mac sales based on IDC's estimate of 5.8 million units, well above Morgan Stanley's earlier estimate of 5.2 million units and exceeding the record-setting 5.5 million Macs the company sold in fiscal Q4 2014. While the iPhone and Mac climb, iPad demand year-over-year is expected to remain weak with 22 million units shipped in Q1 2015, down slightly from the 26 million sold in the same quarter of 2014.

macbook_air_iphone_ipad
Looking ahead, Huberty believes Apple is on the cusp of a "super" iPhone upgrade cycle that will see an increased number of iPhone owners upgrading from their older iPhone models. The results from Morgan Stanley's Alphawise survey suggest that 35 percent of iPhone owners have an iPhone 4s or older. These older model iPhone owners are likely to upgrade in the next two years with nearly two-thirds of the predicted 200 million iPhone shipments in 2015 being purchased by these upgrade-eligible customers.

The Apple Watch also is expected to command interest in 2015 with 3 million units shipped during the first quarter of availability, predicts Huberty. Surveys suggest the wearable will be popular among iPhone owners, pushing sales to a predicted 30 million units in 2015.

Apple will announce the results for its first fiscal quarter of 2015 (fourth calendar quarter of 2014) and provide future earnings guidance on Tuesday, January 27. The quarterly earnings statement will be released around 1:30 PM Pacific/4:30 PM Eastern, with a conference call to discuss the report following at 2:00 PM Pacific/5:00 PM Eastern.

Popular Stories

Aston Martin CarPlay Ultra Screen

Apple's CarPlay Ultra to Expand to These Vehicle Brands Later This Year

Sunday February 1, 2026 10:08 am PST by
Last year, Apple launched CarPlay Ultra, the long-awaited next-generation version of its CarPlay software system for vehicles. Nearly nine months later, CarPlay Ultra is still limited to Aston Martin's latest luxury vehicles, but that should change fairly soon. In May 2025, Apple said many other vehicle brands planned to offer CarPlay Ultra, including Hyundai, Kia, and Genesis. In his Powe...
Apple Logo Black

Apple's Next Launch is 'Imminent'

Sunday February 1, 2026 12:31 pm PST by
The calendar has turned to February, and a new report indicates that Apple's next product launch is "imminent," in the form of new MacBook Pro models. "All signs point to an imminent launch of next-generation MacBook Pros that retain the current form factor but deliver faster chips," Bloomberg's Mark Gurman said on Sunday. "I'm told the new models — code-named J714 and J716 — are slated...
iOS 26

iOS 26.3 and iOS 26.4 Will Add These New Features to Your iPhone

Tuesday February 3, 2026 7:47 am PST by
We are still waiting for the iOS 26.3 Release Candidate to come out, so the first iOS 26.4 beta is likely still at least a week or two away. Following beta testing, iOS 26.4 will likely be released to the general public in March or April. Below, we have recapped known or rumored iOS 26.3 and iOS 26.4 features so far. iOS 26.3 iPhone to Android Transfer Tool iOS 26.3 makes it easier...
Apple MacBook Pro M4 hero

New MacBook Pros Reportedly Launching Alongside macOS 26.3

Sunday February 1, 2026 5:42 am PST by
Apple is planning to launch new MacBook Pro models with M5 Pro and M5 Max chips alongside macOS 26.3, according to Bloomberg's Mark Gurman. "Apple's faster MacBook Pros are planned for the macOS 26.3 release cycle," wrote Gurman, in his Power On newsletter today. "I'm told the new models — code-named J714 and J716 — are slated for the macOS 26.3 software cycle, which runs from...
iOS 26 Home Feature

Apple Gives Final Warning to Home App Users

Tuesday February 3, 2026 8:55 am PST by
In 2022, Apple introduced a new Apple Home architecture that is "more reliable and efficient," and the deadline to upgrade and avoid issues is fast approaching. In an email this week, Apple gave customers a final reminder to upgrade their Home app by February 10, 2026. Apple says users who do not upgrade may experience issues with accessories and automations, or lose access to their smart...

Top Rated Comments

iapplelove Avatar
144 months ago
A decline in iPad sales of 15% cannot reasonably be called "slight."

I still think it's because many consumers won't need to upgrade their iPads every year. not because people don't want tablets or iPads.
Score: 13 Votes (Like | Disagree)
heeloliver Avatar
144 months ago
I'd rather see Macs sell well over iPads.
Score: 12 Votes (Like | Disagree)
MacFather Avatar
144 months ago
Deleted.
Score: 11 Votes (Like | Disagree)
IJ Reilly Avatar
144 months ago
A decline in iPad sales of 15% cannot reasonably be called "slight."
Score: 10 Votes (Like | Disagree)
thekeyring Avatar
144 months ago
Apple is now officially a "me-too" bandwagon company that makes very refined products that its core audience and followers will of course, embrace. Nothing less, and certainly nothing more now.
Apple seems to be competing, not against Samsung or Google or HTC, but against a weird nostalgic memory of what we think Apple used to be.

Apple does not use anything from Google, unlike every other phone maker out there. It has it's own curated app store, content stores and OS, own apps, and still, while developing and maintaining all of this, makes more profit than any other smartphone company - despite those other companies getting their software & ecosystem from Google for free.

When you compare it like this, Apple is still a great company, and hardly a me-too player that many of the others are.

When the competition embraced multiple-core chips in their phones - going as high as 8 cores - did Apple? No.

When the competition released bigger and bigger screens, did Apple immediately release a "me too" phone? No. By all standards they are "late" to the big screen game, entering only when it made sense for them.

Go to pretty much any Galaxy S v iPhone YouTube video or forum: There will be a bunch of people complaining about the lack of iPhone specs. The lack of NFC in iPhone. Does Apple care? No.
Score: 9 Votes (Like | Disagree)
goobot Avatar
144 months ago
I wonder how much of the amount of people sticking with the 4S and older has to do with people not wanting to get giant phones and the record sales are from people switching from android now that they can get their phablets on iOS?

I know if my 4S hadn't died I would still be on it, as it is I switched to android to get a smaller screen than the 6 or 6+. So I wonder if those on the 4S will really upgrade to newer iPhones in as large of numbers as these analysts predict...
The 5s is a good small size
Score: 8 Votes (Like | Disagree)