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Apple Senior Vice President of Worldwide Marketing Phil Schiller speaks on stage during a Special Event at Bill Graham Civic Auditorium September 9, 2015 in San Francisco, California.
“We see two opposing market dynamics happening, which is that while the broader smartphone market is slowing, Apple is increasing its share of the high end,” said Gillis in his most recent note on Apple.
“While we are positive on Apple’s attempts to build their own leasing program, and accelerate the upgrade cycle to an annual basis, we suspect that ultimately the smartphone upgrade cycle is going to lengthen,” he added.
Gillis is expecting Apple to sell 51 million iPhone units, 12 million iPad units and 4.8 million Macbook units this quarter.
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