In a note to clients — as reported by “AppleInsider” (www.appleinsider.com) — Morgan Stanley analyst Katy Huberty says Apple is on pace to sell 200 million iPhones in 2013.
The analyst thinks Apple will move 25 million iPhones in the September quarter, which concludes this week. Huberty expects record breaking sales of 50 million iPhones in the December quarter.
Even those numbers may prove conservative, she said, as Apple could see “significant upside if component constraints improve.” Huberty thinks China will be a meaningful catalyst for Apple, especially if the iPhone 5 ships with carrier China Unicom in December.