Apple Insider reports that Moskowitz issued a note to investors early Friday with the revised estimates, saying that Apple’s growth trends “will be too big to ignore”.
Moskowitz predicts that iPhone shipments will have reached 18.4 million in the second quarter of fiscal 2011, having previously put the figure at 16.6 million.
However, he revised estimates figures for iPad shipments downwards from 6 million to 5.4 million. This, Moskowitz said, was due to temporary delays in supply rather than a lack of demand for the product, and said that though shipments would be lower than initially expected in Q2, they would in fact be greater than first predicted in 2011 as a whole, moving up to 31.3 million from the previous estimate of 29.1 million.
The number of Macs sold in Q2 would reach 3.89 million, according to JP Morgan, up from the initial estimate of 3.85 million, representing 32 percent year-on-year growth. Moskowitz expects to see particularly strong figures for the MacBook Air in Q2.
iPod sales were likely to see further signs of slowdown, he said, due to cannibalisation of this market by the iPad and the iPhone. He also said that Apple’s gross margins could decline in the near to mid-term, due to the impact of the recent natural disasters in Japan on the company’s supply chain.
The accuracy of Moskowitz’s predictions will become clear on Wednesday April 20 when the company will reveal its Q2 earnings..