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KGI research, one of the few analysts with a respectable record on Apple forecasts, updates its iPhone sales expectation numbers for the holiday quarter and Q1 of 2015.
Strong iPhone shipments in 4Q14. We forecast overall iPhone shipments will surge 82% QoQ to 71.5mn units in 4Q14, given robust demand for iPhone 6 and iPhone 6 Plus. The iPhone 6 Plus supply shortage implies not only robust demand, but also confirms our concerns regarding constraints within the supply chain. We believe 4Q14 iPhone shipments will be stronger if supply chain constraints are eased.
They note that the iPhone 5c and 4s which are still sold in emerging markets will be discontinued in 2015 after promotions that will improve sales numbers in 2015. This will also make TouchID and features like Apple Pay ubiquitous across Apple's phone lineup.
As for the iPhone 6/6 Plus mix, KGI expects it to settle at a 2:1 ratio favoring the iPhone 6 once supply constraints ease up.