A prominent industry analyst believes sales of Apple’s wildly popular iPhone will remain on track despite a massive surge in Android activations.
According to Piper Jaffray’s Gene Munster, while Android activations may be significantly outpacing iOS at a whopping total of 550,000 per day, the impressive surge should be viewed as representative of a “larger trend” in smartphone growth which will also benefit Apple.
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As such, Munster said he remains comfortable with his original projection of 16 million iPhone units sold in the June quarter, along with the activation of 29 million iOS-powered devices, like the iPhone, iPad and iPod Touch.
“Apple’s numbers are deceivingly low given the shift in timing of the iPhone upgrade,” Munster wrote in a note to investors obtained by AppleInsider.
“We believe iOS devices would have been up ~20% (quarter over quarter) if iPhone 5 had shipped in June.”
Munster also noted that Android is available on multiple devices in various configurations from a number of manufacturers, whereas the iOS lineup is somewhat limited by Apple – making direct sales comparisons unfair.
However, the analyst said he expects to see a “huge spike” in iPhone sales this September quarter – totaling at least 21 million – when Cupertino debuts its fifth-gen iPhone sometime in 2011.