Chris Smith highlights analysis on the obvious:
The iPhone 6 will help Apple further grow in the smartphone business, with shipments expected to rise 23% this year, compared to 13% growth posted a year earlier. Meanwhile, the growth rate of global smartphone shipments will slow to 28% this year, compared to 40% in the previous period. Smartphone sales in mature markets are “likely to edge up to 4%, down from 5%” in 2013.
Any other guesstimates?
Assuming the 90 million iPhone 6 order is accurate, it may mean that Apple may launch the 2014 iOS smartphones a lot earlier than anticipated, just as other reports have recently claimed. The company sold 51 million combined iPhone units in the last quarter of 2013, or the same quarter when it launched the new iPhone 5s and iPhone 5c. In calendar year 2013, Apple sold 153.4 million iPhones.
That’s a lot of smartphones for a company that is on the edge of doom.