Apple's Q2 iPad 2 sales may fall short of estimates

By on April 19, 2011 at 3:29 PM.

Apple's Q2 iPad 2 sales may fall short of estimates

Analyst Horace Dediu on Tuesday uncovered figures Apple provided in a recent legal complaint against Samsung that may give us a preview of iOS device performance in the second quarter of Apple’s fiscal 2011. Within Apple’s filing, the company states, “As of March 2011, more than 108 million iPhones had been sold worldwide.” It goes on to say, “By March 2011, Apple had sold over 60 million [iPod touch] units,” and, “By March 2011, Apple sold over 19 million iPads.” Dediu uses these figures along with knowledge of Apple’s previously reported sales numbers to estimate that the company may have sold a minimum of 18.1 million iPhones, 4.5 million iPod touch units and 4.2 million iPads in its fiscal second quarter. While these numbers are anything but scientific, the iPhone and iPod touch figures are in line with analyst estimates. Apple’s iPad numbers, however, are extremely low compared to analyst estimates for the quarter, which range from 6 to 8 million iPads. Dediu notes that despite the potential miss on iPad sales, Apple is still poised to beat The Street’s EPS consensus. More →

40 Comments

iPad 2 shipments total 2.4-2.6 million units so far, report claims

By on April 6, 2011 at 10:09 AM.

iPad 2 shipments total 2.4-2.6 million units so far, report claims

Apple’s suppliers have shipped between 2.4 million and 2.6 million iPad 2 tablets to date, a new report claims. Citing sources at touch panel suppliers in Taiwan, industry watcher DigiTimes states that shipments of Apple’s iPad 2 have outpaced the original iPad. Apple is reportedly expected to take delivery of between 4 million and 4.3 million iPad 2 units each month between April and June, totaling over 12 million units for the second quarter. The iPad 2 has seen tremendous demand in the U.S. and globally, having sold out in nearly every retail location that made the tablet available. Lines continue to form as new inventory arrives at retail locations abroad, and strong sales have kept stock low at U.S. retailers as well. Shipping estimates for online orders placed on Apple’s website improved to 2-3 weeks last month but that is where they have remained ever since, suggesting supply still hasn’t caught up with demand. Apple’s iPad 2 launched on March 11th in the U.S., and we said in our review that it pushed Apple’s already huge lead in the tablet space even further. More →

56 Comments