Go Back   MacRumors Forums > News and Article Discussion > iOS Blog Discussion

Reply
 
Thread Tools Search this Thread Display Modes
Old Dec 12, 2012, 11:58 AM   #1
MacRumors
macrumors bot
 
Join Date: Apr 2001
iPad Shipments Lowered Because of iPad Mini Cannibalization?




Sterne Agee's Shaw Wu has issued a new report on Apple, raising his iPhone unit estimates while lowering iPad estimates reports Apple 2.0. Additionally, Wu has cut his revenue estimates slightly while increasing his gross margin estimates for Apple's holiday quarter.

Wu says iPad mini demand is strong but sales are limited by supply constraints and he sees the mini cannibalizing full-sized iPad sales. iPhone sales will grow because of improving manufacturing yields and increased availability.
Quote:
We believe AAPL shares will likely continue to be volatile until year end due to non-fundamental factors including profit taking as AAPL as been an outstanding performer in 2012 where many are opting to lock in gains and fears of higher "fiscal cliff" tax rates next year. However, we believe as we enter 2013, investor sentiment will likely shift back to fundamentals. We are at the beginning of two big product cycles that will likely last 3-5 quarters and see margins poised to improve with greater scale and improving yields.
Article Link: iPad Shipments Lowered Because of iPad Mini Cannibalization?
MacRumors is offline   0 Reply With Quote
Old Dec 12, 2012, 12:02 PM   #2
JGIGS
macrumors 6502
 
Join Date: Jan 2008
Duh, Of course the mini is going to canibalize regular ipad sales. Just like releasing any new different sized or optioned model of product would do.
__________________
15" MacBook Pro Retina 2012, Nexus 5 2013
JGIGS is offline   5 Reply With Quote
Old Dec 12, 2012, 12:10 PM   #3
gnasher729
macrumors G5
 
gnasher729's Avatar
 
Join Date: Nov 2005
Quote:
Originally Posted by JGIGS View Post
Duh, Of course the mini is going to canibalize regular ipad sales. Just like releasing any new different sized or optioned model of product would do.
There was a rumour that the next iPhone comes in six different colours. I bet that will cannibalise sales of black iPhones and white iPhones.
gnasher729 is offline   9 Reply With Quote
Old Dec 12, 2012, 02:58 PM   #4
Gasu E.
macrumors 68030
 
Gasu E.'s Avatar
 
Join Date: Mar 2004
Location: Not far from Boston, MA.
Quote:
Originally Posted by gnasher729 View Post
There was a rumour that the next iPhone comes in six different colours. I bet that will cannibalise sales of black iPhones and white iPhones.
Not comparable, as the colors will not impact gross margins.
__________________
Please stop boring me.
Gasu E. is offline   1 Reply With Quote
Old Dec 12, 2012, 12:13 PM   #5
gmanist1000
macrumors 68020
 
gmanist1000's Avatar
 
Join Date: Sep 2009
Better to be cannibalized by your own products.

This happened with iPod nano, and the iPod mini as well.
gmanist1000 is offline   4 Reply With Quote
Old Dec 12, 2012, 12:20 PM   #6
blackburn
macrumors 6502a
 
blackburn's Avatar
 
Join Date: Feb 2010
Location: Where Judas lost it's boots.
What about the iPod touch? The new gen 32 gigs price is almost the same as the iPad mini. I haven't seen any the new iPods in circulation yet.
blackburn is offline   0 Reply With Quote
Old Dec 12, 2012, 12:28 PM   #7
WhoDaKat
macrumors regular
 
Join Date: May 2006
As long as they stay in or become part of the eco-system, Apple is satisfied. They know people like me will get all my content in one place and not want to move it.
WhoDaKat is offline   0 Reply With Quote
Old Dec 12, 2012, 12:32 PM   #8
qtrim
macrumors regular
 
Join Date: Oct 2011
What a dumb observation. That like saying 6ft bed Ford F-150's are cannibalizing the 8ft bed versions. Who cares?
__________________
iPhone4, 4S, iPad2 and iPad
qtrim is offline   5 Reply With Quote
Old Dec 12, 2012, 12:36 PM   #9
The Bulge
Banned
 
Join Date: Oct 2012
Location: Up your ass.
iPad sales cannibalized by iPad. Oh MY GOD.
The Bulge is offline   2 Reply With Quote
Old Dec 12, 2012, 12:36 PM   #10
teknikal90
macrumors 68000
 
Join Date: Jan 2008
Location: Vancouver, BC
Quote:
Originally Posted by qtrim View Post
What a dumb observation. That like saying 6ft bed Ford F-150's are cannibalizing the 8ft bed versions. Who cares?
why don't you guys get it??
8 foot beds cost more than a 6 foot bed.
iPad mini has a lower profit margin than a full size ipad. Of course people would care.
__________________
Logic Pro and Mainstage 3 User. I use iOS a lot.
teknikal90 is offline   1 Reply With Quote
Old Dec 12, 2012, 12:53 PM   #11
ArtOfWarfare
macrumors 603
 
ArtOfWarfare's Avatar
 
Join Date: Nov 2007
Send a message via Skype™ to ArtOfWarfare
I, for one, am interested in the iPad mini but wasn't ever interested in the full sized iPad. I feel like the mini could make a great ereader... Now if only iBooks contained any of the textbooks I need for school, I might get one.

My point is, not every sell of an iPad mini means one fewer full sized iPad sell.
ArtOfWarfare is offline   2 Reply With Quote
Old Dec 12, 2012, 12:54 PM   #12
Patriks7
macrumors 65816
 
Patriks7's Avatar
 
Join Date: Oct 2008
Location: Batcave
I'm not sure whether this is actually serious or it's magically April 1st?
__________________
iPhone 5 | iPad rMini | iPod Nano | Canon 40D
MacBook Pro Retina 13" | MacBook Pro Unibody 15"
Patriks7 is offline   0 Reply With Quote
Old Dec 12, 2012, 01:48 PM   #13
nagromme
macrumors G5
 
nagromme's Avatar
 
Join Date: May 2002
Cannibalization beats predation any day.

The 8” Mini will outsell the 10" iPad going forward I believe. I tried one and am convinced. The screen width/height are over 80% as big as the full iPad, which just doesn’t feel that much different. Not cramped the way I’d feared. But the DEVICE still does feel super small and light. That’s a great combination. (And much better than a 7” plastic device that is super narrow in portrait mode—yet bulkier!)
nagromme is offline   0 Reply With Quote
Old Dec 12, 2012, 09:23 PM   #14
SurferPup
macrumors member
 
Join Date: Aug 2011
Location: Sunshine Coast, Australia
New iPhone 5S Colours / Tablet Convert

I would like a navy blue iPhone 5S as think that would look really classy. I never had or wanted a regular sized iPad / tablet other than an iPad 3 which I won then gave to my partner. However I love my iPad mini so believe the iPad mini kept the product life cycle alive and that Apple tapped into a new market segment.

Last edited by SurferPup; Dec 12, 2012 at 09:38 PM. Reason: Heading update
SurferPup is offline   0 Reply With Quote

Reply
MacRumors Forums > News and Article Discussion > iOS Blog Discussion

Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Similar Threads
thread Thread Starter Forum Replies Last Post
Cannibalization of iPad Mini by iPhone 6 Unlikely to Negatively Affect Apple's Overall Sales MacRumors iOS Blog Discussion 50 May 3, 2014 08:15 AM
iPad Mini: Cannibalization of iPad Mini by iPhone 6? iZollo iPad 2 Apr 21, 2014 10:48 AM
LG Shipments Indicate Retina iPad Mini Could Arrive As Early As October MacRumors MacRumors.com News Discussion 141 Aug 9, 2013 09:35 PM
iPad Mini: How often do iPad mini shipments come in to Apple Store? britneyfan iPad 1 Dec 26, 2012 12:08 PM
Resellers Receiving iPad Mini and iPad Shipments Ahead of Friday's Launch MacRumors MacRumors.com News Discussion 57 Nov 1, 2012 07:42 PM

Forum Jump

All times are GMT -5. The time now is 06:24 AM.

Mac Rumors | Mac | iPhone | iPhone Game Reviews | iPhone Apps

Mobile Version | Fixed | Fluid | Fluid HD
Copyright 2002-2013, MacRumors.com, LLC