A couple of new reports out today add more support that the iPhone 6 has been a huge hit. Dawn Chmielewski, Recode:
Apple won’t disclose iPhone 6 sales until it reports earnings later this month, but a new analyst report suggests a strong launch of the bigger-screen smartphones helped the Cupertino technology giant gain market share around the world.
Android remains the world’s dominant operating system, accounting for nearly three out of four smartphones sold. But Kantar Worldpanel reports its market share declined in most major European markets and in the United States over the three months ending in November.
Samsung’s loss is apparently Apple’s gain.
Neil Hughes, AppleInsider:
[USB] told investors on Wednesday that it now expects Apple to have sold a total of 69.3 million iPhones in the December quarter. That's beyond Wall Street consensus of 65.5 million units for the three-month span.
To put the estimates in perspective, Apple's previous all-time record came a year ago, when the company sold a massive 51 million iPhones in the holiday 2013 quarter. An increase of 18.3 million units would amount to nearly 36 percent growth in iPhone sales from the year-ago quarter.
Some of the year-over-year increase will certainly come from the addition of China Mobile in January, as its full effect was not reflected in the year-ago quarter. But still - if this (and similar estimates I'm seeing) are correct - iPhone had an unusually huge first quarter.