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iPhone 6 Demand Is Highest Ever 90 Days After Launch...Will This Impact Apple?


Apple Inc. (NASDAQ: AAPL)'s iPhone 6 is experiencing the highest demand that any iPhone has ever enjoyed 90 days after its release.

451 Research, an information technology research and advisory company, surveyed 4,126 "primarily North American respondents" about their smartphone and phablet buying plans for the next 90 days.

The survey (which was conducted in December 2014) found that while SAMSUNG ELECT LTD(F) (OTCMKTS:SSNLF) is rebounding, Apple leads with unprecedented demand.


Image Credit: 451 Research

Samsung enjoyed a five-point increase following 451 Research's last two surveys, but it's still 1 percent lower than it was during the year-ago period.


Image Credit: 451 Research

"We've seen from our survey data that the screen size was a major contributing factor ever since we started surveying early interest in the next-gen iPhone back in March 2014," Andy Golub, managing director of 451 Research, told Benzinga.

"The large screen size, which the rumors were swirling around that time, and that clearly came to pass with the larger screen sizes. That was a major contributing factor to the launch for the [iPhone 6]."

Related Link: Will Chinese iPhone Sales Dominate Apple's Q1 Earnings Call?

Samsung's Rebound

Samsung may not be enjoying the same level of anticipation (and planned consumer purchases) that followed the Galaxy S4, but the company is nonetheless rebounding. Golub explained why.

"If you look at that Samsung chart, you'll see the rhythmic nature of buying intentions," he said.

"Being the other humongous player in the smartphone market next to Apple, Samsung is disproportionately impacted with each iPhone release. You can see the hit they took in the September 2014 survey.

"Then in the December survey," he added, "they start to bounce back as rumors start to come around for their next-generation phone, which now we're hearing might be announced at Mobile World Congress."

iPhone 6: Will Its Sales Live Up To Expectations?

Apple reports its FY2015 Q1 results on Tuesday after the market close.

Many analysts expect the company to announce record-breaking results for the iPhone 6. Sean Udall, CIO of Quantum Trading Strategies and author of The TechStrat Report, reaffirmed his latest estimate, and told Benzinga that he believes Apple sold 69.11 million iPhones, 23.01 million iPads and 5.64 million Macs.

Disclosure: At the time of this writing, Louis Bedigian had no position in the equities mentioned in this report.

Posted-In: 451 Research Andy Golub Apple iPad iPhone 6 Mac SamsungTech


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