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Summary:

UBS Research analysts are predicting that recent price cuts will push Apple (AAPL) iPhone sales to a total of around 3 million by end of 2007. They expect 950,000 phones sold during the third quarter of 2007 (ends September 30, 2007) and 2 million in the […]

iphonephoto.gifUBS Research analysts are predicting that recent price cuts will push Apple (AAPL) iPhone sales to a total of around 3 million by end of 2007. They expect 950,000 phones sold during the third quarter of 2007 (ends September 30, 2007) and 2 million in the fourth quarter of 2007. Their previous forecast was 850,000 (3Q) and 1.5 million (4Q 2007) respectively.

This should help AT&T (T) a lot. UBS estimates that AT&T will add about 3.8 million new subscribers in the third and fourth quarter of 2007, and they estimate that “roughly 45% of the iPhone additions will be new subscribers for the company.”

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By Om Malik

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  1. i wonder what impact the free iphone unlock will have on ATT’s numbers. my first thought is that it’s going to drive apple’s numbers higher, and ATT is going to get shafted, the question is to what degree.

  2. Buster,

    from the looks of it we are not at the point where average folks can start unlocking the iPhone. Despite what you might have read, most people just go with what they got. ;-)

  3. That seems pretty aggressive. 2 million units in a quarter? How many iPods are they going to move in that time?

  4. krishnachodavarapu Thursday, September 13, 2007

    Hm, I think Apple is on a skewed schedule: Sept. 30 is the end of their fiscal year if I remember correctly.

  5. they are using calendar year data. or at least that’s what it seems from their research note.

  6. These talks about unlocking iPhone are so funny and ridiculous! Who are you gonna use instead of AT&T? T-Mobile? Options are close to non-existant. EDGE network sucks, but 3G is not that widespread. They had to make their choices… Design another phone for Verizon and have all that mess with supporting two different versions of the same thing? Verizon should go GSM, that’s all. There is a reason why GSM is THE standard in Europe…

  7. All it took was to cut the price… this is no magic.

  8. Nick asked how many ipods Apple expects to sell the December quarter. Last year the number was 21 million. They seem to be growing ipod sales at about 30% year over year, but with the current line-up (and the ipod touch), I suspect the number will be closer to 30 million (worldwide). Two million in the US is doable, plus some in Europe.

  9. Does this include any possible new releases of iphones? Maybe a smaller version? Or do we not expect that to happen after the price break?

  10. Well, in that 3 million, I chose to be one.

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