One of the well known analysts who predicts what Apple will come out with each year is KGI Securities’ Ming-Chi Kuo, and he’s just shared his thoughts about some of Apple’s new product plans this year that will provide sales momentum for the year ahead.
Apple product predictions 2015
Here are some of the new product descriptions mentioned by Kuo:
Kuo is fairly conservative about the Apple Watch this year, saying that the company’s second quarter shipments are estimated at 3.9 million units and reaching 5.5 million as supply shortages ease and the device is launched in more countries. He believes it will be hard for Apple to reach Wall Street’s estimates of 15 million units by the end of the year.
He also says that Apple will launch the Apple Watch Sport in new colours to match the iPhone 6s later this year, with a new yellow and rose gold colour option (note, that’s distinct from the real gold cases, which are very expensive). Kuo and many others have also said there will be a new iPhone colour (rose gold) this year, and that Apple will also use those colour options for the Apple Watch.
Kuo says Apple shipped 54.2 million iPhones in the second quarter this year, and that the number will decrease to 40.1 million this quarter as sales slow down before the iPhone 6s in September. He also believes the device may be severely limited this year (again) due to the introduction of Force Touch.
Sales of the iPad have continued to fall recently, with Apple selling just 8.8 million this quarter. He says that a new thinner and lighter iPad Mini will begin shipping later in the year, boosting shipments to 11 million units. Apple’s iPads are typically launched in October, so shipments will begin in the fourth quarter.
But in agreement with a separate report that says Apple may not introduce a new iPad Air this year, Kuo does not mention any updates to that device. He also doesn’t mention the so-called iPad Pro that has been doing the rounds of the rumour mill.
Kuo has predicted strong Mac sales of 5.3 million units in the second quarter of 2015, rising to 5.8 million in the current quarter – traditionally the company’s best quarter due to back to school sales. He believes Apple will release new iMacs late in the third quarter or early in the fourth quarter, leading to sustained demand.