News tagged ‘forecast’
Actual Sales of Galaxy Tab Were Found To Be "Quite Small"
Last week Samsung has admitted that its sales of Galaxy Tab were actually "quite small".
Last year Samsung Galaxy Tab represented the first generation of Android tablets that are able to compete with iPad and are available on the market. By the end of the Q4 of 2010 the company reported it had sold 2 million units. But according to Samsung executive Lee Young-Hee, this number does not represent actual sales and only includes inventory channel stuffing.
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Analysts Expect Jobs' Absence May And May Not Impact On Apple's Stock Price
This Tuesday analyst Shaw Wu from Kaufman. Bros. has increased Apple's price target for AAPL stock from $395 to $415 despite the fact that Steve Jobs will take a leave of absence soon. He is assured that Apple's share growth will be intact in the nearest future.
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CDMA-enabled iPhone 4 May Appear In India And China
Yesterday analyst Katy Huberty from Morgan Stanley released another note for investors where she forecasted that Apple will sell 72 million iPhones 4 in current calendar year. Wall Street analysts in turn expect only 60-65 million Apple's handsets will be actually sold in 2011.
Katy is optimistic about the appearance of Verizon iPhone and notes that according to the proprietary Morgan Stanley survey, this year the largest network of the US will be increased by 7-8 million iPhone users, while totally there will be "10-11 million incremental shipments, including those who switch to Verizon".
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Wedge Partners: Apple will sell 100M iPhones in 2011
This week Barron's site published a forecast of Wedge Partners analyst Brian Blair, which reveals details on Apple’s suggested progress based on the study of the company's supply chain. He is assured the Cupertino's company will sell 100 million iPhones, which in turn means almost 100% year over year sales growth for the device in 2011. Besides that, the analyst also suggested the number of iPads sold will reach 45-48 million next year.
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China becomes a solid growth driver for Apple
Katy Huberty, who is a well-known analyst at Morgan Stanley, posted a new report, where she notes that China is a potential growth driver for Apple, but the fact still remains unappreciated by Apple's investors.
"...Despite steady upturn since February 2009, we continue to believe investors underappreciate the AAPL growth story, which is driven by one, iPhone market share gains and expanded distribution; two, the iPad market opportunity; three, rising enterprise adoption, and four, the Chinese consumer."
Nintendo of America president: Apple is a serious threat for us
In a recent interview to Forbes the president of Nintendo of America Reggie Fils-Aime shared his thoughts on Apple. He said that iPod and iPhone are perceived as devices for casual games in most cases and that Apple is a serious threat for his company.
“Do I think that in the near term they can hurt us more than Microsoft? Absolutely.”
Apple has a bad influence on the hard drive industry
John Coyne, who is a CEO at Western Digital, revealed yesterday that tablet devices like Apple's iPad are negatively affecting on the hard drive business. Talking in numbers, iPad may reduce shipments of low-end netbooks and laptops on 10-20 percent over the next few quarters. But Coyne tried to reassure investors the business will be still profitable:
"What I would say to investors is to look at the long-term demand for storage, the fact is the most appropriate solution for mass volume storage is hard drives and to look at the long-term progress the industry has made over the last 10 years".
Morgan Stanley Report Reveals Apple Stock Can Rise To $400
Today Katy Huberty, who is an analyst at Morgan Stanley, revealed a survey for investors that found out interesting forecasts about Apple. It is said that 58$ of all iPhone customers are going to upgrade their mobile device in 2011. In 2008 there were only 18% of them. That means that Apple will sell 18 million more iPhones in 2011. Such a big demand in turn can cause a 50$ drop in prices or $20 in case of service plans costs.
Morgan Stanley also predicted that Apple stock will rise to $310 and even to $400 if Apple is going to be more aggressive in its pricing policy.
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New Research: 40M iPads To Be Sold In The Next 3 Years
New forecast published by iSuppli on Friday revealed that approximately 14.4 million iPads will be sold in 2011 and 20.1 million - in 2012. This year won't make a sales record because most of the consumers will buy it for its unique touch-screen. By 2011-2012 the device will become more popular with the increasing number of App Store applications, declining prices and improved functionality, so people will more clearly understand its possible purposes.
But iSuppli claims the research to be "conservative", because it doesn't take into account unforeseen features that Apple can quickly add to iPad to boost sales (for example, integrating Adobe Flash support). However the numbers rely on a patented multi-touch technology that will mainly define the popularity of a new device.
iSuppli director of monitor research Rhoda Alexander admires iPad:
iPhone Is Predicted To Have a New Form Factor
The Street's analyst Jason Scwarz thinks that in June Apple will show a new version of iPhone, and it will have a smaller screen size. That will be a part of a new politics that will be focused on popularization of iPad.
Another analyst Ben Reitzes from Barclays Capital expects Apple to make another splash by new iPhone form factor:
“iPad yields should improve dramatically throughout the year even if the launch starts out capacity constrained. These developments support upside to consensus forecasts for the iPad, should demand materialize like we think it can. We estimate Apple will sell almost 5 million iPads for CY10; including 1.2 million in the June quarter – which could prove conservative.
… Also, we have increased confidence that Apple will make a big splash this summer with a new iPhone form factor. We believe that the new model will launch with considerable fanfare and expect unit expectations to rise in turn.”
iPad May Be Preordered This Week?
According to AppleAdvice forecasts the pre-orders of iPad can probably start on February 25. Initially only Wifi iPads will be pre-ordered, and only in the US. They vaguely cite some reliable source familiar with the issue that puts Friday as a traditional day for a new Apple product launch. Taking this into account, March 26 seems to be the actual day of iPad’s release.
One last thing to be done by Apple is to receive the official approval from the FCC prior to iPad’s sales in the US. If AppleAdvice forecasts are true we'll witness this approval next week.