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Apple CEO Steve Jobs holding an iPad  (Source: Newscom)
Apple's tablet is much hotter than it's traditional computer offerings

While the iPad and Macs may be pretty close in terms of temperature (hot), in terms of popularity, the iPad is reportedly substantially surpassing its more traditional companion.  Hot off reports that the iPad Wi-Fi version hit sales in excess of 1 million units in under a month, analyst Mike Abramsky of RBC Capital Markets bumped his estimate of 2010 iPad sales from 5 million to 8 million.

The bullish new estimate comes amid Abramsky's claim that the iPad is selling about 200,000 iPads a week, versus 110,000 Macs a week.  Based on first quarter 2010 Apple sales figures, the iPhone may still hold an edge over the iPad, as it is estimated to be selling around 245,000 units a week.

The iPad may be cannibalizing iPod or Mac sales to a small extent, but according to recent surveys most buyers look at it as fulfilling a different personal electronics role.  According to a recent survey by UBS analyst Maynard Um, most iPad buyers don't look at the device as a replacement for their Mac or PC.

Some analysts are predicting a "halo effect", as with Apple's past introductions of new products like the iPod or iPhone.  The idea here is that increased iPad sales will actually fuel sales of other Apple products like Macs or iPhones by creating new fans.

Apple is coming off a couple of strong quarters, in which posted massive profits.  Its 3G enabled iPad launched in the U.S. in late April and will launch internationally at the end of this month.  The international launch of the 3G version was delayed because of shortages in the U.S.

If there's one cloud in Apple's sunny sky, it's the brewing storm of tablets from the likes of Google (using Android or Chrome OS) and HP (using webOS from the recently acquired Palm).  With Android having just passed Apple in smart phone sales, Apple has to be more than a little worried about how its going to be able to maintain its early lead, this time around.



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RE: Unlikely
By Cypherdude1 on 5/25/2010 11:44:02 AM , Rating: 1
quote:
I'm just waiting for the whole tablet fad to pass this time as well. There's still no 'killer app' to push device which makes it less than a smartphone, portable media player or notebook in all categories.
Anyone who states this is thinking the wrong way. iPads can be very useful for business people on the move. Anyone who works outside their office, or for that matter doesn't have an office to begin with, will find the iPad more convenient than a laptop. While a laptop can get the job done, iPads are more practical for anyone on the move. For construction managers, realtors, any mobile mechanic, electricians, plumbers, etc..., a G3-connected iPad is far more convenient. There are probably a dozen other job categories I haven't even thought of. This is why the iPad is selling so well. People who have these jobs and money to spend for office equipment can buy iPads. The only problem I can think of is the iPad runs off an Apple O/S. Most business people require a Windows-based O/S. It may not be possible to work around this for custom business apps.

Certain consumers can also find iPads indispensable. Consumers wishing to buy a car, RV, house, or other big ticket items, can now do price and feature comparisons right on location, instead of taking notes and waiting return home. While a laptop would work, they can be awkward to use if you don't have a table and chair to work from.

The iPad doesn't have killer apps. The iPad is the killer app.


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