"I can see [the 5.5-in. and above category] growing to maybe 10% or 12% in the U.S., but that will take several quarters," said Milanesi.
Apple has tipped only one number for iPhone 6 and 6 Plus since their launch, and that figure -- 10 million sold in the opening weekend last month -- was not exclusive to those models, but also included an unknown number of older devices, like the iPhone 5S and 5C.
Like Milanesi, Apple also expects a banner fourth quarter: During last week's earnings call with Wall Street, CFO Luca Maestri set revenue guidance at between $63.5 billion and $66.5, which would represent year-over-year increases of between 10.2% and 15.5%.
Kantar's September numbers for smartphone sales share can be found on its website (download PDF).
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