Apple Had Its 'Strongest December Ever,' Says Ticonderoga

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Ticonderoga analyst Brian White says Apple had its strongest December ever according to his analysis of the Asian supply chain.¬†White has an “Apple Barometer” which tracks monthly sales in the Taiwan tech supply chain. The suppliers in the barometer get 50%-60% of their sales from Apple. It’s not a perfect model, but it does provide some directional analysis.

For December, the Apple Barometer was up 9% on a month over month bases, the “strongest December ever,” according to White. Over the last six years, sales for December have been down 15% month over month on average.

This follows a November that was the best ever for Apple. The Apple Barometer was up 17%.

Reinforcing the supply chain data, Verizon announced yesterday iPhone sales had doubled on a quarter over quarter basis. White believes AT&T also double sales on a quarter over quarter basis, and says it’s “plausible” Apple sold 32-33 million iPhones in the December quarter.

White’s official estimate for the quarter is 30 million iPhones, so it looks like Apple is set to beat expectations handily, once again.

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