Apple CEO Tim Cook last month spoke in only the most general of terms about the start of Apple Watch sales. "Right now demand is greater than supply so we are working hard to remedy that," he said. "I'm generally happy how we're moving on with the ramp."Demand outstripping supply is a familiar story for Apple whenever the company rolls out a new product. But in the case of the Apple Watch, the limited supply could end up costing the company a healthy number of sales, according to Huberty. Her figure of 36 million in unit sales is based on polling. It takes into account only those polled who said they would "definitely" buy the Apple Watch and not those who said they would "probably" buy it. It also assumes that 50 percent of buyers will be in the US.

Huberty ua protect verge case for apple iphone 7 plus and 8 plus - clear/graphite/gunmetal logo has been tracking US consumers' interest in the Apple Watch since it was first announced last September and said that surveys showed prospective demand rising consistently over the past six months, and has spiked in recent weeks, "US Apple Watch demand increased around 60 percent since March," she said, "Importantly, Apple enjoyed the biggest increase in Watch purchase intentions post making the product available in mid-April, While the survey data extrapolates to 50 million annual Watch demand, we see this as a bull case given supply limitations."In other words, Apple would be on track to sell 50 million of its smartwatches in the first year if only it could make that many..

Huberty said she believes supply will "significantly undershoot demand" over the first six months. But as the production process ramps up and more orders are filled, supply should start to catch up with demand. As a result, the analyst is sticking with her current Apple Watch sales forecast for the June and September quarters but has increased her estimates for the December and March quarters by 6 million units. That mostly upbeat forecast is contrary to the more bearish scenario envisioned by investment firm KGI Securities, where Apple analyst Ming-Chi Kuo has often been on the mark with his predictions. KGI has slashed its annual shipment forecast for the Apple Watch in half, 9to5Mac said Wednesday. Based on slower demand for the watch, KGI said it now believes Apple will ship only 15 million watches this year, down from the prior estimate of 20 million to 30 million units.

In March, before the watch went on sale, Fortune polled a series of analysts for their estimates and got numbers ranging from 8 million to 41 million, with an average of 22.5 million in ua protect verge case for apple iphone 7 plus and 8 plus - clear/graphite/gunmetal logo annual sales, In early May, UBS analyst Steve Milunovich lowered his estimate for Apple Watch sales to 31 million from 40 million for Apple's fiscal 2016, which starts in October, However, the analyst said he was more bullish on the watch over the longer term, according to Barron's, In her investors note, Huberty also chimed in with iPhone sales predictions..

Demand for the iPhone continues to surpass expectations even though the iPhone 6 is nearing the end of its product cycle, meaning the next iPhone is only about four months away from its release. Based on results from Morgan Stanley's AlphaWise Smartphone Tracker, which uses Web searches to compile sales data, the analyst has raised her iPhone sales forecast for the current June quarter to 50 million from 46 million. During the same quarter in 2014, iPhone sales reached just 35.2 million units. Shame about the supply pinch, though. Without that, sales might actually soar as high as 50 million, says a Morgan Stanley analyst.