Who's Lagging? Morgan Stanley Comments On iPhone, Galaxy
In a note released Tuesday, Morgan Stanley made the following comments about iPhone and Samsung Galaxy shipments, citing AlphaWise Smartphone Tracker data taken through May.
- iPhone unit demand is said to be 39 million vs. consensus estimates of 35 million. Promotions are seen as demand driver.
- Samsung Galaxy demand is shown to be down one percent year-over-year to 41 million units, driven by a slowdown in China and Europe.
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