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iPad Mini Manufacturer Sees Weaker Demand for the Tablet This Quarter [Updated]

I've got $330 sitting in an envelope waiting for the retina screen mini to come out whenever it does. Once it's released - done deal, purchased!

I'm not buying in now, until...
 
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jrswizzle said:
So Apple posts guidance that show a 20% decline and analysts are surprised when the drop looks to be about 20% instead of some arbitrary 15%......

Good heavens....
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a) this is the CEO of an Apple supplier... someone who has exact facts in front of him. And he didn't act surprised so much about apple, but about the rest of the market.

b) the market isn't dropping off the table on this news. The analysts were expecting a 20% drop (unless they can't listen/remember to what they said 3 weeks ago on the Apple Call).

c) While not NEW news, it is confirmation of Apple's expectations, which makes it news.


In all, says little other than I think a global 'double dip' may be looming, given that all other products out of pegatron are hurting...
 
Chupa Chupa said:
These stories are so silly and irrelevant. Of course demand is going to be weaker in the last quarter of a model's existence. Happens with cameras, TVs, cars, clothing (example: regular priced summer clothing usually not a big seller in Sept in most of the U.S. mainland). But no one writes about those items because, well, it's not news.

Seriously it's getting to be like the modern day equivalent of the boy who cried wolf except its the blog who cried doom.
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It's more of a statement on how Apple have turned the consumer electronics industry on its head.

New products are released on a strict schedule, regardless of there being any significant differentiating factors between models. Product timelines inhibiting the bringing to market of new technologies because it's more important to bring out an S model to keep the customers happy today, than wow them with something new 6-9 months later than expected
 
BRLawyer said:
I predicted it would flop when it was launched - it is flopping.
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It sold more units in 5 months than the Nexus 7 sold in 9 months.

Probably also more than the Kindle Fire (HD) line, but Amazon never releases any numbers.


The iPad Mini was released in the middle of the holiday quarter - everybody bought one as a gift.
Then followed the January quarter - everybody still had some money they got for christmas or a gift card or whatever - so they bought an iPad Mini in January.

Who is gifting their family something that costs 330$ for Easter?

Had the iPad not always been released in March, sales would always have slowed down in April and May - because there are fewer occasions to make 400$ presents than in the October - February period.
 
Internaut said:
The news merely underlines the fact that world + dog owns a tablet and a simple incremental upgrade isn't going to sell in the really big numbers. There are still plenty of super happy iPad 2 owners out there who never saw a need to upgrade to the 3, 4 or Mini.
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I don't think Apple designs products with the expectation of people only keeping them for a year. I will (maybe) upgrade my iPad 2 this year. It is going to depend what the 5 and the new mini look like. It does still work fine so I am not compelled to make a change. iOS 7 will likely be the deciding factor.
 
jaymzuk said:
It's more of a statement on how Apple have turned the consumer electronics industry on its head.

New products are released on a strict schedule, regardless of there being any significant differentiating factors between models. Product timelines inhibiting the bringing to market of new technologies because it's more important to bring out an S model to keep the customers happy today, than wow them with something new 6-9 months later than expected
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I'm not sure I follow how it's a "statement." Both Apple and every other company release updated product on a schedule to prevent product from becoming "stale" in the consumers mind. Apple has done zero to change the way the electronics industry works in this regard, it just releases on its own timeline rather than CES, Photokina, NAB etc. There isn't any mystery about Apple's current iDevice release plans, and usually even Apple's non-S updates are not WOW! inducing... the 4 to 5, for example was just incremental and evolutionary.

If anything has changed the industry its that the web has made tradeshows less relevant. Amazon can announce a new Kindle in Oct and it will get just as much press attention as if it announced at CES. The difference is companies can better position product launches for a targeted sales period.

Also nothing in your post goes to anything in mine. My original point was these posts about sales dropping at the end of a models life is akin to a TV new teaser: Sun rises in east, sets in west. Scientists not baffled. Full report at 6.
 
It's market saturation, plain and simple. You sell millions of units every quarter, eventually sales will slow down.

Releasing a new model will change that.
 
dampfnudel said:
and hopefully with 128GB. I'm waiting for my retina iPad mini 2 with an A6 or A7 and 128GB of storage. Can't wait!!!:D
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And cellular (for those who want it) would make it beyond super cool.

Add to that forward facing stereo speakers (or even dual in the band) and you have the most ultimate iPad ever.
 
Pegatron needs to be careful that Ptarscream does not double-cross him, as he always wants to be leader of the pecepticons. They need to stick together if they wish to defeat the heroic putobots lead by Pptimus Prime.

Slightly more on topic (though only just), obvious iPad Mini speculation is obvious.
 
I've been holding out for the retina iPad Mini since the release of the non-retina iPad Mini.

Apple always make me wait a minimum of a year or more for the technology I really want to buy (e.g. the 21.5" iMac needed an upgrade the day it was released, the Mac Pro should have been released a year ago...).
 
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DesertEagle said:
It's because people want retina iPad mini.
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Speaking from first hand experience with my iPad mini, and Nexus 7 with it's far superior display, the mini desperately needs retina.

This is especially true since buyers expect the Mini to be on par and deliver "The Apple Experience".

In it's current form it's an overpriced... somewhat pixelated tablet.
 
Red Oak said:
The executive does not actually say the cause is the iPad. Curiously, Bloomberg left "iPad mini" out of the specific quote attributable to the executive

Why is that?
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To be fair, if the executive didn't mention it, how could Bloomberg quote him mentioning it?

---

Apple needs to do more than just their usual yearly client software updates. Smartphones and tablets are fundamentally different from PCs in that they are devices born in a mature internet age. Connected services are not just a bonus; they are essential.

iCloud syncing, for example, just plain doesn't work as-is. Apple should have fixed that in a iOS 6.5 update at least 6 months ago instead of letting it stagnate.

Apple also need to introduce web interfaces to those services where it makes sense; for example for iMessage and Maps. In fact, Maps is probably the critical one - you can't possibly build an accurate map of the globe without crowd-sourcing, and you can't do that if you restrict the crowd to flagging incorrect pins on iOS devices only.

Apple just do not iterate quickly enough these days. They are not just falling behind - it's like they're in Life on Mars or something; they're stuck in the past.

We were promised that iCloud would help with this, and that those services would iterate and improve on independent (most people thought quicker) release cycles. That hasn't happened.
 
theOtherGeoff said:
In all, says little other than I think a global 'double dip' may be looming, given that all other products out of pegatron are hurting...
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Yah but all the other products out of pegatron are crap.

They said this about the last recession and Apple's 'high priced' products and how they would take a hit, decline, beating due to the recession. Nope...exact opposite.

Remember this...if you have limited money to spend, you are going to most likely spend it on something you want and/or something that you know is going to be high quality, going to last & has resale value.
 
I would also be one that would wait for a higher resolutions screen before I would think about picking one up. They always word selling less as losing money when said company is just making a bit less at any given time, big deal.
 
BaldiMac said:
Well, except that the market is not saturated. It more than doubled last quarter!
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it seems people just like to post what goes thru their mind in the second they post, instead of thinking first or analyzing data

always like your posts by the way
 
DesertEagle said:
It's because people want retina iPad mini.
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Partially this and also market has been saturated by too many iOS devices.

I mean, look around ... Not hard to find iPhone and iPad off their sleeves nowadays. Wow factor definitely diminishing fast.

Even if I have tons of money, I wouldn't buy an iPad that looks exactly the same for the last 2 years..
 
I will not settle for anything less than a retina display, and the latest mobile processor in my iPad mini. I don't want iPad 2 internals in a new iPad!
 
mrmarts said:
Just give us the new minis with retina display and the sales will go up. ;)
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And the next quarter after that happens the sales will go down, just as is happening now with the current mini. Nothing new here, it happens with every single product. I'm a current mini owner (and very happy with it) but I'll definitely sell my current one and upgrade to a retina version without hesitation when it happens - can't wait!
 
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