News tagged ‘forecast’

Research firm Gartner has published sales forecasts for the tablet market, stating that a lack of momentum from competitors will allow iPad to be absolute leader during the holiday shopping season. Looking further ahead, Gartner predicts that Apple will maintain more than 50 percent share of this market segment through 2014 even as Research in Motion’s QNX and Microsoft's Windows 8 platforms are expected to build up some momentum. Research vice president at Gartner Carolina Milanesi explains:

“This is because Apple delivers a superior and unified user experience across its hardware, software and services. Unless competitors can respond with a similar approach, challenges to Apple’s position will be minimal. Apple had the foresight to create this market and in doing that planned for it as far as component supplies such as memory and screen”.

Gartner has lowered its estimates for sales of Android tablets in 2011 by 28% over second quarter’s projections, noting very weak adoption due to its interface issues, high prices and limited app availability.

The company expects that Android will see growth as Google releases its next-generation Android’s "Ice Cream Sandwich" and addresses fragmentation across the Android ecosystem. However, according to Gartner's sales forecasts, Android tablets will not catch up the iPad by the end of projection period of 2015.

According to data from market research firm NPD (via BusinessInsider), Apple’s Mac sales in U.S. are up 22% year-on-year for two month of the third quarter of this year, leading the company to a new record for quarterly sales of Macs. Gene Munster, analyst from research firm Piper Jaffray, attributed so high sales to launch of new Mac mini and MacBook Air line in July, which is expected to account for 10 to 20 percent of total sales of Macs over the third quarter.

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We already reported that in the second quarter of 2011 Apple had passed Nokia as the world's largest smartphone vendor as measured by shipments. But Nokia still excelled Apple in sales to end user. Digitimes Research now projects that Apple will be a top smartphone vendor of 2011 with nearly 19% of the market at 86.4 million units.

Apple is expected to overtake Nokia as the top ranking vendor in terms of shipment volume in 2011, while Huawei Technologies will enjoy robust growth in shipments enabling the China-based company to close its gap with Sony Ericsson and Motorola.

Apple's smartphone shipments are projected to top 86.4 million units in 2011, up 82% from 47.5 million units in 2010. In contrast, Nokia's smartphone shipments in 2011 will decline to 74.4 million units from over 100 million in 2010, said Luke Lin, analyst for Digitimes Research.

According to DigiTimes, Foxconn, a manufacturer of Apple gadgets, is expected to produce 20 million iPad 2s in the third quarter. This order more than doubles the 9.25 million iPads that Apple sold during the second quarter. DigiTimes reports:

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Google and Apple, two main parties on the smartphone market, are continuously fighting for consumers especially those who have not yet decided which OS they want to have in their next smartphone. According to Nielsen survey in July 2011, these ‘undecideds’ will be the customers which manufacturers will be hoping to win over. It is interesting that late adopters are least sure among likely smartphone upgraders about their next phone platform.

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If iPhone’s success falls down, Apple will be at risk of losing its profits because iPhone sales have an extra effect on Apple income. One analyst thinks that iPhone sales make 49.2% of the whole Apple stock value. Other Wall Street experts also consider the iPod was replaced by the iPad. Now iPad is believed to be the tech giant’s halo product which lifts sales of other Apple devices. Even in this case there is one analyst who believes that Apple share will cost $540.

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Basing on estimations from retail sales expert David Berman, USA Today reports that Apple is taking “a massive bite” of retail sales in the USA. Ever-growing sales of iOS devices and Mac computers that continue to outrun sales of other computer makers along with company’s margins cannot pass unnoticed. The publication reads:

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Sales of $40 magnetic smart covers designed to protect the iPad 2 amounted to collective $300 million for Apple in recent quarter, as BMO Capital's analyst Keith Bachman said on Monday in his note to investors. Half of that figure makes up pure profit for the company.
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Apple is expected to post its official financial results for the third quarter 2011 on July 19, but now we may hear different prediction. One of them has been made by the non-Wall Street Apple analysts at the Apple Finance Board. They believe that Apple has sold more than 8 million iPads and 17 million iPhones in the third fiscal quarter of 2011. Wall Street’s analytics claim “the company earned $5.69 per share on sales of $24.67 billion”.  The Finance Board predicts that Apple will post revenue of $26.5 billion.

The June quarter represents the first fiscal quarter in which Apple iPad sales are a factor in the prior-year performance. This factor alone will have an impact on year-over-year revenue growth. iPad unit sales and the resulting revenue were not a factor in the prior-year financial performance comparisons in the December (FQ1) and March (FQ2) quarters.

In Q2 2011 Apple’s revenue was $24.67 billion. The company sold 4.69 million iPads, 18.65 million iPhones and 3.76 million Macs.

The continuous sales growth of Apple’s iOS devices made it possible for Apple to expect growth of iTunes that includes iBookstore and App Store at a rate of 39% during the next three years and to earn tremendous $13 billion during 2013.

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According to information from Apple’s supply chain, Apple is set to ship about five million iPad 2 devices during July. As a brief report by DigiTimes reads, orders for five million touch sensors specifically designed for second-gen iPad were placed by the company:

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DigiTimes reports that Apple is planning to increase significantly the iPad 2 shipments for the third quarter of this year. The company is going to ship about 12-14 million devices over that period. These numbers are obviously larger than the 7-9 million units reportedly shipped during the previous quarter.

In order to significantly increase its shipments in the third quarter, Apple has been piling up its inventory of iPad 2 components such as panels in the second quarter to minimize the risk of facing component shortages.

Now it is quite difficult to forecast the iPad’s shipments due to production constraints and the transition from the original iPad to the iPad 2. Moreover, Apple didn’t come up with forecasts of some analysts suggesting that Apple's total 2011 iPad could reach 40 million units and sold in the first quarter only 4.69 million units, though, these numbers include a few initial weeks of official iPad 2 sales.

Japanese market analysis firm Nomura predicts Samsung will soon become the largest smartphone maker in the world instead of Nokia.

Yesterday Reuters reported on that prediction and added that Apple may also move past Nokia and leave the latter in third place.

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Today we mentioned that Apple may release revamped MacBook Air soon. A Wall Street analyst Chris Whitmore from Deutsche Bank believes the release of new netbooks along with the launch of Lion may boost sales of MacBooks Air to 1.5 million orders per quarter.

In case that will come true he concludes that Apple's thin-and-light notebook may eventually represent nearly 50% of the company's total notebook business.

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Today Mike Abramsky, who is an analyst from investment firm RBC Capital Markets, released a note to investors, where he said that Apple and Verizon will sell more than 1 million iPhones in a week after its launch. He also forecasted that in the first quarter of device availability both companies will sell approximately from 3 to 4 million handsets.

He also took available inventory and estimated pre-order numbers and found out that Apple, Best Buy and Verizon may stock out completely as soon as in the first week after the launch of the device. The analyst believes that Apple has 1-1,5 million units for the launch in its channel inventory.

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