Hot holiday season could push Kindle Fire sales to 5 million in Q4

By on Oct 25, 2011 at 10:27 PM
Business October 25, 2011

Consumers are clamoring for an affordable tablet with deep Amazon service integration according to one analyst, and the Kindle Fire could see huge numbers this quarter as a result. J.P. Morgan analyst Douglas Anmuth estimates Amazon will sell between 4.5 million and 5 million tablets in the fourth quarter, which will consist of just over six weeks for the Kindle Fire as it goes on sale November 15th. Other analysts aren’t quite as bullish on Amazon’s tablet — Morgan Stanley’s Scott DeVitt wrote in a note to investors earlier this month that Amazon would sell 2.8 million Kindle Fire tablets this quarter. Anmuth’s checks suggest continued strong pre-order demand for Amazon’s first tablet, which sold 95,000 units on the first day of pre-sales. A purported leak later suggested that Amazon was taking an average of 50,000 pre-orders each day following its Kindle Fire unveiling. Anmuth also noted that he expects to see Amazon launch new tablet models in 2012, including the 10-inch “Hollywood” tablet BGR exclusively revealed earlier this year.

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  • Mac

    Or, it could sell 500k devices. Another device fail.

    • http://twitter.com/ChrisJGarner Christopher Garner

      Kindles don’t fail. This will be Apple’s fieriest competition yet in the tablet market. Amazon has better (and cheaper) media options than Apple. Every try to buy TV or Movies on iTunes? Talk about a price-gauging joke. 

      • Carmen

        Agreed. This device is the only one that’s poised to shake up the tablet market. I doubt it’ll dethrone the iPad, but there’s plenty of marketshare to be had yet. The thing that Amazon has at it’s advantage is the ecosystem. They’ve built a UI that has virtually cloaked Android to make it just an underlying foundation for the OS user experience, which is a good thing, since it runs a non-tablet version of Android. They will make money off of apps, since they run their own store, and the apps will work well, or they wouldn’t bother putting them up for sale. They have other content, like music, videos and books for sale (which they also can make money off of). Lastly, they have an entire store that sells virtually anything available at people’s fingertips.

        The problem with other tablet manufacturers is that they build something that is just a bunch of assembled components and they don’t offer much of a value proposition, especially when compared to each-other. They come up with ways to one-up each other by tweaking the specs of their devices, but don’t offer value to the customer by doing so, other than nominal things like waiting less for something to load due to a quad-core processor instead of a dual-core. These “improvements” get lost with consumers that just want compelling things to do with devices they buy.

        For example, consider Apple’s new card app. Many people look at that as NBD, but I see it as ‘something you can do’ with your device that people would have a real-world use for.

  • Justin_L

    Sounds plausible. The Fire will sell well and will be the first true iPad competitor. I’m excited to get my hands on one.

  • http://www.facebook.com/webpromoua webpromo

    Interesting! information! thanks a for sharing!

  • http://twitter.com/SonsofAres Sons of Ares

    Interesting: One day I see the headline “could reach X million.” Then the next day, it’s “could reach Y million.”

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