The MS forecast implies 25% Y/Y unit growth, better than FQ2's 17%. Analyst Katy Huberty thinks strong promotional activity for cheaper iPhones (pressuring ASPs, but boosting units) is helping.
Though AlphaWise's methodology lends itself to criticism - per MS, it "compiles sell-through data using Web search analysis" - its track record is solid. It forecast 40.6M FQ2 iPhone sales vs. actual sales of 43.7M and a 38M consensus, and 50.5M FQ1 iPhone sales vs. actual sales of 51M and a 53M consensus.
The MS report comes shortly after BlueFin Research reported checks point to healthy iPhone/iPad build activity ahead of fall refreshes.
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