Display search releases iPad forecast

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    Posted: 30 September 2010 10:54 AM

    4.2 million for this quarter, 5 million for next quarter.

    http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/100930_ipad_leads_the_tablet_pc_charge_as_mini_note_shipments_plummet.asp

    (the figures are obtained from the second table by taking the second line Mini-Note/Tablet PC (including iPad) and subtracting the first line Mini-Note/Tablet PC (without iPad))

    I should add that their data on iPad does not add up.  They are also implicitly forecasting 2010 iPad units at 13.2 million but their 2010 quarterly data only adds up to 12.4 million.

    [ Edited: 30 September 2010 10:57 AM by asymco ]

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  • Posted: 30 September 2010 10:59 AM #1

    I am afraid it is more likely 6 million for this quarter and 10 million for next quarter

         
  • Posted: 30 September 2010 09:52 PM #2

    Hamourabi - 30 September 2010 01:59 PM

    I am afraid it is more likely 6 million for this quarter and 10 million for next quarter

    Don’t be so afraid.  :wink:

         
  • Posted: 30 September 2010 10:24 PM #3

    asymco - 30 September 2010 01:54 PM

    4.2 million for this quarter, 5 million for next quarter.

    http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/100930_ipad_leads_the_tablet_pc_charge_as_mini_note_shipments_plummet.asp

    (the figures are obtained from the second table by taking the second line Mini-Note/Tablet PC (including iPad) and subtracting the first line Mini-Note/Tablet PC (without iPad))

    I should add that their data on iPad does not add up.  They are also implicitly forecasting 2010 iPad units at 13.2 million but their 2010 quarterly data only adds up to 12.4 million.

    4.2M?  Apple will shock and awe that #.

         
  • Posted: 30 September 2010 10:45 PM #4

    asymco - 30 September 2010 01:54 PM

    4.2 million for this quarter, 5 million for next quarter..

    I am nothing close to being an analyst, but this number confuses me. They mean to say that Apple produced 4.2 million iPads this quarter, but for the next quarter - the holiday quarter - they will only increase production by .8 million? That seems very hard to believe.

         
  • Posted: 30 September 2010 10:50 PM #5

    FalKirk - 01 October 2010 01:45 AM
    asymco - 30 September 2010 01:54 PM

    4.2 million for this quarter, 5 million for next quarter..

    I am nothing close to being an analyst, but this number confuses me. They mean to say that Apple produced 4.2 million iPads this quarter, but for the next quarter - the holiday quarter - they will only increase production by .8 million? That seems very hard to believe.

    I suspect they may be incorrect smile