Over 115M iOs Mobile Devices…
March : 85M (Around the 20th)
June : 100M (around the 20th)
Sep 1: 115 (My estimate is 117M)
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According to my cook books :
65 M iPhones
45 M iPod T
7M iPads
117M (Total iOs devices) sold as of Sep 1
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What does “over” 115M means to the Street ? … Nothing … !
But to us shareholders it means that AAPL is well on its way to exceed the Analyst expectations. without knowing when will Apple manage to ramp up its iPhone supply…
We will only know it when we see that its availability has dropped within 24H (Like it happened yesterday for the iPad yesterday thanks to nicu’s head-up)
Expect this number to exceed 150M by the end of December as iTV iOs units quick-in….
I hope AAPL has enough A4 supplies … lol …
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We should not expect an update about the iP4
Maybe, we get an update on iPads … and most likely we won’t get a figure for iPod Touch besides being told that it is growing by 50% … and if Apple does indeed equip iPod Touch with 3gs expect that growth rate to DOUBLE ! … with some relative cannibalization of GROWING iP4 sales…
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P.S.
Zee the Chinese gizmo that may sell for some $70 is not just below Apple’s extra-fee of $130, but it also provide extra battery autonomy 
caruso2323 11:25 pm on August 31, 2010 523 days ago Reply
the point is this : in 5 months, the iOs platform grew up by 30 M , relative to 85M that is over 80% on an annual basis despite supply problems…
caruso2323 3:03 pm on September 1, 2010 522 days ago Reply
The good news is that so far we don’t have a sell-off … at least so far …
I had higher expectations for a 3g iPod Touch …
On the other hand, I am happy with the FaceTime as well as the Retina, in addition to Video recording (Possibly bigger battery autonomy)
But the BEST NEWS are HIDDEN :
1) Launching a phoneless iPhone (The new iPodTouch) means that Apple must be VERY CLOSE to match Supply with DEMAND for the iPhone
2) We are on our way to meet and EXCEED the FQ04-10 expectations given the update of 120M iOs devices … So my guess of the breakdown of these 120M is as follows :
66 M iPhones
46 M iPod T
8M iPads
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1207M (Total iOs devices) sold as of TODAY … Sep 1
That bodes well for hoping :
12 M iPhones (3gs and 4)
8 M iPodT (That EXCLUDES the Nanos and the Shuffles). iPod sales in units will rival old times
6 M iPads : YES ! … Far More than the consensus ! … The China launch will help … I think the 3g feature will appeal to the Chinese and will use it as an “Cheap” iPhone… Unless that 3g Gizmo becomes available… Since Apple does not have yet those 20 stores in China, demand will be somewhat contained…
So here we are earning a 2.3% on a Dow +2.1% … It was just a non event for the Hedge Funds, and the sleeping Financial institutions… The Street just does not get it !