Gene Munster - page 2

Apple could sell record-breaking 62 million iPhones this quarter

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iPhone
iPhone 6 and 6 Plus Photo: Jim Merithew/Cult of Mac
Photo: Jim Merithew

The iPhone 6 and 6 Plus may be Apple’s best-selling iPhones in history, racking up a massive 10 million+ sales in their first weekend alone, but how does this massive success translate into numbers going forward?

Ahead of today’s Apple earnings call, Piper Jaffray analyst Gene Munster has taken a shot at forecasting how the rest of the year may play out, in a research note to investors. His guess? All in, Apple can expect to sell between 56.7 million and 62.7 million iPhones this quarter.

If Munster’s on the money, that means unit sales of the iPhone could leap between 25 to 45% compared with the previous quarter last year. Not bad, huh?

It’s so September 2014: Teen interest in Apple Watch remains ‘tepid’

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Apple Watch supply is finally catching up with demand.
Photo: Leander Kahney/Cult of Mac
Photo: Leander Kahney/Cult of Mac

The iPad may be more popular than ever among young people, but according to one analyst that same level of excitement doesn’t carry over to the forthcoming Apple Watch.

In a research note to clients, Piper Jaffray analyst Gene Munster describes reaction to the Apple Watch among teens as “tepid,” despite the fact that Apple remains an incredibly popular brand.

According to Munster, interest in the Apple Watch actually fell over the past year — starting out at 17% interest from teens in spring, and lowering to 16% just prior to Apple’s September 9 unveiling of its wearables device.

The real chance of seeing the iWatch on September 9, according to Gene Munster

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It's the rumor pretty much every Apple analysts and blogger in the world predicted for the last 8 months and everyone got it wrong.
Gene Munster says not to expect sapphire screens except on the 64GB iPhone 6.

Piper Jaffries analyst Gene Munster: Thanks to his endless advocacy of the so-called Apple HDTV, claiming year after year that Apple’s television set is just a few months away, Munster’s a bit of a laughingstock, even amongst the shallow knowledge pool of most tech analysts.

Instead of predicting the imminent arrival of a mythical Apple device, though, in Munster’s latest note, he’s making a far more reasonable prediction: When the iPhone 6 makes its debut September 9, only the 64GB model will ship with a sapphire glass display. And he’s got a call on the iWatch as well.

The iPhone 6 Could Cannibalistically Feast Upon iPad Mini Sales

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Screen Shot 2014-04-22 at 8.30.07 AM

Pretty much every Apple product has cannibalized sales from another one: the MacBook cannibalized the Mac, the iPhone cannibalized the iPod, the iPad cannibalized the MacBook, and the iPad mini cannibalized the iPad Air.

On its part, though, Apple has always been cavalier about cannibalizing its own sales. In February, 2013, Tim Cook told investors that “if we don’t cannibalize, someone else will.” Which is why Cupertino is unlikely to be worried about analyst concerns that a larger iPhone 6 could cannibalize sales of the iPad mini.

iPhone Cases May Be Partly Responsible For Poor 5c Sales [Analyst]

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The successor to the iPhone 5c is nearly here.
The successor to the iPhone 5c is nearly here.
Photo: Apple

Are people not buying the iPhone 5c because its colorful exterior selling point is rendered useless by the fact that most people keep their iPhones in cases?

That’s one of two theories put forward by Piper Jaffray analyst Gene Munster, who is the latest person to suggest that the iPhone 5c isn’t doing too well in the marketplace.

According to 1,003 consumers polled last week by Munster, just 6% of smartphone buyers plan to pick up an iPhone 5c — down from 9% in December.

Jump For Joy: iPhone 5s Supply Has Finally Caught Up With Demand

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Apple Loyalty
Apple’s-New-iPhone-5S-and-iPhone-5C-makes-history-Records1-640x360
Photo: Cult of Mac

With holiday shopping season well underway, Apple has chosen a good (and likely not coincidental) time to finally catch up with U.S. demand for the iPhone 5s.

Piper Jaffray analyst Gene Munster said on Monday that his bi-weekly checks of 60 U.S. Apple retail stores found that the iPhone 5S hit 100% in-stock as of last Wednesday.

Reputable Analyst Agrees With Munster: The Apple HDTV Will Enter Living Rooms In 2015

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Apple TV is still awaiting its apparently game-centric overhaul, but the Apple TV this rumor’s about is the long-awaited Apple television set we’ve heard reports of for years now. Of all the reports we’ve heard, the most oddly specific was one from analyst Peter Misek. He claimed Apple would make a television “display, gaming center, media hub, computer, home automator, etc.” that would retail for $1,250, bring in 30 percent gross margins, feature IGZO panels from Sharp, and be called the iPanel. Oh yes, and Apple was building 5 million of them in May 2012.Of course, absolutely none of this wound up happening. Maybe the shipments sunk on their way over to Cupertino?

Apple TV is still awaiting its apparently game-centric overhaul, but the Apple TV this rumor’s about is the long-awaited Apple television set we’ve heard reports of for years now. Of all the reports we’ve heard, the most oddly specific was one from analyst Peter Misek. He claimed Apple would make a television “display, gaming center, media hub, computer, home automator, etc.” that would retail for $1,250, bring in 30 percent gross margins, feature IGZO panels from Sharp, and be called the iPanel. Oh yes, and Apple was building 5 million of them in May 2012.

Of course, absolutely none of this wound up happening. Maybe the shipments sunk on their way over to Cupertino?


It’s hard to think of two analysts as different frome one another as Gene Munster and KGI Securities analyst Ming-Chi Kuo. While Munster has foolishly prattled on, predicting an Apple HDTV set every single year for at least five years without it coming true, Ming-Chi Kuo draws upon proven supply-chain sources across the Far East to make predictions about upcoming Apple products with almost unerring accuracy. When Munster opens his mouth, everyone laughs; when Kuo opens his, everyone listens.

So it’s odd to be writing a story in which Ming-Chi Kuo and Gene Munster’s predictions are lining up for a change, but it’s an odd world. In a recent note, Kuo argues that not only will an A7-powered Apple TV will be coming next year, but Apple will enter the living room with a proper HDTV set in 2015.

Experts Predict Larger 5-Inch Display For iPhone 6… Again

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How a larger iPhone 6 might look by Martin Hajek.
How a larger iPhone 6 might look by Martin Hajek.

If you switched from an iPhone to an Android-powered smartphone because you felt a 4-inch display was just too small, then Apple may give you a reason to switch back next year. Several industry experts are predicting that the Cupertino company will step up its pursuit of high-end Android smartphones by finally introducing a larger 5-inch display with the iPhone 6.

iPhone 5s is Easier To Find In The Wild Than The iPhone 5 Was A Year Ago

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this-is-the-new-space-gray-color-for-the-iphone-5s

Most of us still don’t have an iPhone 5s, and that’s quadruply true of the hard-to-get gold model, leading to a perception of extremely limited demand. But how accurate is that perception? Not very, according to new channel supply tracking data from Piper-Jaffray. In fact, the iPhone 5s is easier to find two-and-a-half weeks after release than the iPhone 5 was.

Apple’s U.S. Mac Sales Expected To Drop 5% In September Quarter

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imac1

For the past two years it’s seemed that the Mac was invulnerable to the sudden drop in PC sales that have plagued other OEMs, but things aren’t looking too rosy for the Mac anymore either.

A new study from NPD Group found that Mac sales were flat year-over-year during July, and if things keep going at this rate, Apple’s domestic Mac sales will be down 5% year over year for the September quarter.

The iPhone 5C Could Launch Without Siri [Analyst]

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iPhone-5C-martin-hajek

Piper Jaffray analyst Gene Munster might be a bit of a laughing stock when it comes to the so-called Apple HDTV, but he’s still one of the go-to soothsayers for investors looking for an early heads-up on what Apple might do next. In a new report, Munster is making a rather strange claim: he says that Apple’s low-budget iPhone 5C will ship without Siri.

Mac Sales Are Up 14% Thanks To Improved Supply Issues

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imac

Apple’s Mac sales have been in a bit of a slump lately thanks to issues with the production of the super skinny iMacs. Now that constraints have eased up a bit, sales are coming back strong.

Piper Jaffray analyst Gene Munster released a new research report today that covered Apple’s U.S. Mac sales from January-February 2013, and revealed that Mac sales are currently up 14% year-over-year.

Cult Of Mac Debates: Is Samsung Really Innovating Faster Than Apple?

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galaxys3andsamsung

 

 

There has been an ungodly amount of talk in recent months about how Apple is losing its edge to Samsung. Even some of Apple’s most faithful analysts have said that Samsung is more innovative now than Apple, but is that really true?

In the Cult of Mac chat room this afternoon, we found this video of Gene Munster saying Samsung is innovating faster than Apple. Some of us agreed with him, while others didn’t. What followed was a great discussion of what innovation really means, and whether Samsung is beating Apple. Rather than composing it into an article, we’re just going to post our chat and see what you guys think. Does Samsung really innovate faster than Apple now?

Gene Munster Says He Doesn’t Know What Apple Has Planned For April, But It’s Something!

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This guy really believes that Apple is making a HDTV.
This guy really believes that Apple is making a HDTV.

Earlier this week the web was assaulted with a bevy of horrible Apple rumors from analyst Peter Misek. Along with claiming that Apple was going to have an Apple TV SDK event in March, Misek said Apple’s 4.8-inch iPhone will launch next year, and that iPhone 5 sales are slipping.

It only took a few minutes before Misek’s B.S. was shot down, so rather than launching his own barrage of crappy Apple TV rumors, Piper Jaffray’s analyst, Gene Munster, decided to tell investors he has no idea what Apple’s got up it’s sleeve right now, but there’s surely something.

As Apple Turns Its Back On Google, So Does Siri [Report]

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Siri made its debut on the iPhone 4s almost four years ago.
Siri made its debut on the iPhone 4s almost four years ago.
Photo: Cult of Mac

As Apple slowly but surely turns its back on Google, Siri, its intelligent digital assistant, is doing the same. If you’d have asked Siri a question back in June, there’s a 60% chance the data it came back with would have been from Google. Ask it a question today, however, and that chance is reduced to just 30%. Not only has Apple given YouTube and Google Maps the boot, then, it’s shunning Google’s search data, too.

53% Of Smartphone Buyers Plan To Get An iPhone 5

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iphone5interestnow

Android has been dominating the iPhone in terms of market share, but if consumers decide to buy what they really want right now the two platforms’ roles might be reversed. In a new survey, Apple analyst Gene Munster found that 53% of smartphone buyers plan to buy an iPhone 5.

Whether those prospective iPhone 5 owners actually go out and buy the iPhone 5 is a whole other story, but Munster says that interest in the iPhone 5 is growing despite the Maps app fiasco.

Munster: Apple Hasn’t Released A HDTV Yet Because Of Screen Problems [Analyst]

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Gene Munster, the guy who's been saying that Apple is making a TV for years.
Gene Munster, the guy who's been saying that Apple is making a TV for years.

Gene Munster, everyone’s favorite Apple analyst, spoke at Business Insider’s IGNITION Conference today in New York City. One of the topics Munster hit on was the Apple TV. For years, Munster has been one of the biggest proponents of Apple releasing a literal TV. His most recent prediction pushed the product’s announcement to the end of next year, while last year he predicted that Apple would start shipping in early 2013.

Apple’s real plans for the living room remain to be seen, but today Munster explained his reasoning for why Apple didn’t announce a HDTV this year.

Gobble Gobble This Week’s Best Apple News On Our Thanksgiving Edition CultCast

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cultcast-iPad-Mini.jpg

While you all were picking the choicest dark and white turkey meats for your plates and piling high glistening mountains of mashed potatoes, we here at Cult of Mac were stuck in our broadcasting dungeons recording another brand new CultCast, cause guess what? We’re just. That. Professional.

Ok so we actually recorded Wednesday. But with so much great Apple news and topics to cover this week, we just had to hop on the mics before the holiday gorging commenced.

Apple’s Black Friday sales; Oprah’s love for the iPad; Tim Cook’s favorite Thanksgiving accoutrements—it’s all that and more on this gravy-smothered over-stuffed CultCast! Subscribe now to The CultCast on iTunes, or easily stream new and previous episodes via Apple’s free Podcasts App.

Read on for the show notes and to learn how you could promote your product or service on one of our future episodes.

It Will Be Easy To Buy An iPhone 5 This Christmas

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Piper Jaffray analyst Gene Munster is saying that Apple has basically solved their iPhone 5 supply issues in the United States, and that in a couple weeks, anyone who wants an iPhone will be able to just walk into a store and buy the one they want without any chance of leaving empty handed. Just in time for the holidays!

Gene Munster: iPad Mini With Retina Display Will Debut In March, $2000 Apple HDTV In September [Analyst]

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AppleTV_Mockup_cropped

Piper Jaffray analyst Gene Munster has been one of the most outspoken proponents of the idea that Apple will release their own television, having predicted it for at least the last years every three or four months Now he’s at it again, promising a sub-$2000 Apple HDTV before the end of 2013. That’s not the weirdest thing he’s predicting though: a retina iPad mini by March, and a third-gen by September 2013.

iPhone Sales Last Quarter Could Have Exceeded Expectations Thanks To iPhone 5

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iphone5impressions
Guess what? The iPhone's still a big seller.

The iPhone 5 has been a sell-out since it went on sale on September 21, and it’s still incredibly difficult to get hold of in some markets even a month later. With five million units sold, it’s the fastest-selling iPhone to date, so it’s no surprise one analyst is predicting that iPhone sales could be even better than originally expected.

Every Time Apple Sells 5 iPad Minis, It Will Lose A 9.7-Inch iPad Sale [Report]

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The iPad mini's little price tag could have an impact on 9.7-inch iPad sales.
The iPad mini's little price tag could have an impact on 9.7-inch iPad sales.

Apple’s upcoming iPad mini is set to shake up the tablet industry for a second time later this month. Its 9.7-inch tablet is the king of premium slates, and the smaller model is expected to dominate the entry-level market. But it won’t just cost rivals like Amazon and Google — it’ll cost Apple, too. You see, for every five iPad minis sold, the Cupertino company is expected to lose one 9.7-inch iPad sale.

Apple Expected To Sell 10 Million iPhones 5s In First Week!

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Expect huge queues and a lengthy wait for the iPhone 5.
Expect huge queues and a lengthy wait for the iPhone 5.

We know the iPhone 5 is going to be huge for Apple. With its rumored 4-inch display, a new dock connector, LTE connectivity, and more, it will be the most significant iPhone upgrade since the device made its debut back in 2007. It’s going to be so big that one analyst believes Apple will sell a staggering 10 million new iPhones in the week after its launch.

Apple Is Guaranteed To Sell 80 Million iPhone 5 Units Say Analysts

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The new iPhone will be huge for Apple this fall.
The new iPhone will be huge for Apple this fall.

 

Even though the iPhone 4S didn’t come with a radical new design and a few features customers were hoping for, it was still Apple’s most popular iPhone ever. During the first quarter of its availability, Apple sold over 37 million iPhone 4S units, but analyst Gene Munster says Apple is going to murder than number and sell at least 80 million iPhone 5’s.