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Research Firm Raises iPad Sales Projections Through 2012 to Over 120 Million


Despite Apple reporting lower-than-expected iPad sales in its quarterly earnings release yesterday, research firm iSuppli has once again raised its projections for iPad sales through the end of 2012 to over 120 million, up over 20 million from its July projections.

iSuppli has increased its iPad sales estimates from 12.9 million to 13.8 million for 2010, from 36.5 million to 43.7 million for 2011, and from 50.4 million to 63.3 million for 2012.

"In its previous iPad forecasts, iSuppli noted that the only constraint on shipment growth now is production - and not demand," said Rhoda Alexander, director of monitor research for iSuppli. "The only factor limiting production is the availability of key iPad components, such as the Field Fringe Switching (FFS) LCD panels, projected capacitive touch screens and NAND flash. Despite ongoing yield issues, Apple's suppliers have steadily increased monthly production to meet Apple's demand. Production rates are now on target to meet the expected strong fourth-quarter sales."

Along with the easing of supply constraints, the report points to faster-than-expected expansion of retail distribution and opportunities in education as positive factors for the iPad's sales future.

Apple yesterday announced sales of 4.19 million iPads in the June-September quarter, well ahead of the 3.27 million iPads sold in the previous quarter but below the nearly 5 million units that had been expected by Wall Street analysts.

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18 months ago
Color me slightly confused if they fell short of expectations why raise estimates just a little but by 20 million? I saw iPads on every store shelf that carried them, I don't believe the production bottleneck is real, at least from my limited vantage. Especially when they are shoving them into retail giants like Target and Walmart. You don't do that, you can't do that without the production capabilities behind a move like that.
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18 months ago
Some impressive numbers, hopefully the iPad will see an even greater surge when the 2nd generation hardware is released with some more wow factor features to draw in sceptics.
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18 months ago
i guess someone is pumping the stock
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18 months ago
umpf!

50 Million iPads in 2011 times $600/iPad = 30 billion dollar in sales in 2011

The market for ALL cancer drugs worldwide is about 40 billion dollar in sales for 2011

conclusion:
- we as a society have the wrong focus
- I'm going to upgrade my iPad next year anyway
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18 months ago

umpf!

50 Million iPads in 2011 times $600/iPad = 30 billion dollar in sales in 2011

The market for ALL cancer drugs worldwide is about 40 billion dollar in sales for 2011

conclusion:
- we as a society have the wrong focus
- I'm going to upgrade my iPad next year anyway


Your logic is so flawed!

Should we all buy cancer drugs even if we don't have cancer????
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18 months ago
The market for tablets is huge. Once businesses start using them as electronic clipboards and notepads, sales in the tens of millions are not unrealistic at all. They will replace a lot of PCs.
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18 months ago
Yeah, this is a No Duh kind of update. Wall Street, which lurches from euphoria to sheer terror on a daily basis, sees only as far as the current day. Oh no, we thought they'd sell 5 million and they only sold 4 million!!!

Idiots.

Apple really started rolling at the end of the quarter, and this next quarter will see the iPad sold at Wal-Mart and Sam's Club and Target, plus it's the holiday season, plus businesses are grabbing these devices fast.

As I said, a No Duh upgrade in numbers. The iPad decade is just beginning.
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18 months ago
doubt they will replace PC's, but at places like doctor's offices where there are still mountains of paper they have the potential to replace the paper charts

the problem is making an app that lets doctors input information very fast and pull it up as well. it takes a doctor 20 seconds or so to write a prescription or update a chart. an app needs to do the same
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18 months ago
I prefer to lug around my 13" MBP...is this old fashioned?
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18 months ago

i guess someone is pumping the stock


Right, because we all know that Apple's profits are not real money and that the iPad and iPhone are huge flops. Classic pump and dump here -- exaggerate impossible projected sales of a phony product, once everyone buys into that dump the stock before they realize they invested in a company w/o any real growth. Yup. You nailed it. :rolleyes:
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