Morgan Stanley just decided to sit down and re-do all their estimates for how Apple will perform an 2012. With the staggering growth of Android, you could assume the number would shrink, but they actually grew. According to Kate Huberty, analyst at Morgan Stanley, the US market will consume more iPhones in the first quarter of 2012 than whichever record sales figure we’ll see by the end of Q4/2011. We’re not really sure how possible that estimate is since Apple’s best quarter is always the last one of the year, but many of us do believe that this growth will have a “BlackBerry Decline” price tag on it.
With all the positive adoption of the iPhone 4S, and all the abandoning that former BlackBerry customers are doing to RIM, our biggest bet is that this whole change has to do with these customers and even companies, adoption more and more iPhones. Morgan Stanley expects a staggering 46% change over their previous revenue and volume estimates, so we’ll just have to wait and see if Apple can place their money where Morgan Stanley’s mouth is.