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iPad Mini Sales Overtaking iPad Sales Faster Than Apple Expected

But I thought when Apple released initial weekend sales figures and didn't break out the mini vs full size iPad that meant the mini wasn't selling that well. At least that's what the pundits said at the time. Now we're supposed to believe its destroying the full size iPad, based on data that can't be proven/validated?
 
milo said:
Just look at Apple's stock price, compared to the high of $700 it was at not that long ago.
Click to expand...

Unfortunately, stock price has far too little to do with actual performance these days. Otherwise, Apple would be faring much better...
 
64GB iPad mini for $529
16GB iPad for $499

Thats the issue.

Once the iPad mini retina arrives, Im selling my iPad 4 and buying a 64GB mini.
 
Michael Scrip said:
Maybe Apple doesn't care about market share. Let's see what happened since Apple's phone market share went down:

Apple has already demonstrated that you can excite developers even if you don't have the highest number on the market share chart.

You can also make the most money despite not being on top of the market share chart.

And there are plenty of accessories for iPhones even if they don't have the most market share.

So... what exactly is the desire to have the most market share?
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Maybe for now, but if you and Apple continue to think like that Google is going to eat Apple's lunch and than Apple is in the same situation as they were when Sculley refused to license.
 
Both work well.

I have an ipad 4 32 GB which I use ALL the time, it's a great device. However, my girlfriend wants to get the mini but I told her to hold off for a while until the retina minis are released which suits her fine.

I have nothing against the mini except for the screen. Let me be clear, its not that the screen is unwatchable, its just that I prefer the retina display, therefore I will gladly wait for the next generation which will hopefully provide the increased resolution. I have played with the mini in the store for a bit and was impressed though, the portability, weight and size will be something that my girlfriend will take full advantage of.

So, when she gets a mini, we will have the best of both worlds which will be nice :).
 
http://robottuxedo.net/did-you-know-apple-preannounced-its-ipad-sales
Did you know Apple pre-announced its iPad sales?

Just kidding. It does not.

And yet! Several sites are using an analyst's estimated split of iPad and iPad mini sales in 2013 to say that Apple is totally surprised that it could end up selling more of the lower-margin mini than it is the higher-margin full-size tablet.

The report the stories are using is from DisplaySearch. The full quote from DisplaySearch's David Hseih is this:

Apple had planned to sell 40M iPad minis (7.9”) and 60M iPads (9.7”) in 2013. However, the reality seems to be the reverse, as the iPad mini has been more popular than the iPad. We now understand that Apple may be planning to sell 55M iPad minis (7.9”) and 33M iPads (9.7”) in 2013.

That's great. Only one problem: Apple never announced any such plans of any sort. I'm sure that Apple planned to sell a certain amount of both models, but it never reveals those estimates publicly. In fact, it has become even more conservative in its forecast reporting in an endeavor to halt projection inflation.

DisplaySearch estimated those numbers from what it saw as a shift in a specific split of component orders. In fact, these estimates based on a single component (TFT LCDs).

Apple CEO Tim Cook, obliquely referencing rumors of the iPhone 5 slowing production based on a single component (LCD displays):

I’d also stress that, even if a particular data point were to be factual, it would be impossible to interpret what that data point means to our business. Our supply chain is very complex and we have multiple sources for our components. Yields can vary…supplier performance can vary. There’s an inordinate list of things that would make any single data point not a great proxy for what’s going on.

If you're going to flat out state, as a fact, that Apple's plans are being upset, you should probably know what its plans were in the first place. If you're going to guess what those plans are, just be honest and say so.
 
Rogifan said:
http://robottuxedo.net/did-you-know-apple-preannounced-its-ipad-sales
Did you know Apple pre-announced its iPad sales?

Just kidding. It does not.

And yet! Several sites are using an analyst's estimated split of iPad and iPad mini sales in 2013 to say that Apple is totally surprised that it could end up selling more of the lower-margin mini than it is the higher-margin full-size tablet.

The report the stories are using is from DisplaySearch. The full quote from DisplaySearch's David Hseih is this:

Apple had planned to sell 40M iPad minis (7.9”) and 60M iPads (9.7”) in 2013. However, the reality seems to be the reverse, as the iPad mini has been more popular than the iPad. We now understand that Apple may be planning to sell 55M iPad minis (7.9”) and 33M iPads (9.7”) in 2013.

That's great. Only one problem: Apple never announced any such plans of any sort. I'm sure that Apple planned to sell a certain amount of both models, but it never reveals those estimates publicly. In fact, it has become even more conservative in its forecast reporting in an endeavor to halt projection inflation.

DisplaySearch estimated those numbers from what it saw as a shift in a specific split of component orders. In fact, these estimates based on a single component (TFT LCDs).

Apple CEO Tim Cook, obliquely referencing rumors of the iPhone 5 slowing production based on a single component (LCD displays):

I’d also stress that, even if a particular data point were to be factual, it would be impossible to interpret what that data point means to our business. Our supply chain is very complex and we have multiple sources for our components. Yields can vary…supplier performance can vary. There’s an inordinate list of things that would make any single data point not a great proxy for what’s going on.

If you're going to flat out state, as a fact, that Apple's plans are being upset, you should probably know what its plans were in the first place. If you're going to guess what those plans are, just be honest and say so.
Click to expand...


It's worse than that. They can't even follow the live links in their stories. In December, NPD did NOT predict (wild ass guess) 60M full size/40M mini as now being claimed. From their December report (live link):

"We believe that Apple is targeting total iPad shipments of 100 million in 2013, half accounted for by the iPad mini, and 40 million new iPad and 10 million iPad 2, as production continues at least until the middle of 2013. As our Quarterly Mobile PC Shipment and Forecast Report forecasts the 2013 tablet PC market to be over 170 million, if Apple hits its targets it will continue its domination at approximately 60% market share."
 
somethingelsefl said:
iPad Mini sells more than iPad?

Then an EVEN SMALLER iPad Mini would sell EVEN MORE!

OH wait....that's an iPhone.
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No that's an itouch

----------
KiwiAdventure said:
Why would you buy and iPad Mini with a poor screen quality.:eek:
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You bought the ipad 1 and 2 didn't you? And if u didn't a lot of ppl did ..... And the ipad mini has a better display than the ipad 2 it's more clear than that.
 
Size and price make it a no brainier for most. Add more ram and a better processor plus retina display and it will really eat into ipad sales
 
Those of you guys that have the mini .... Which one did u get black or white? N why?
 
ArtOfWarfare said:
I think numerous people will disagree with you, namely those who bought a 27" iMac instead of a 21", those who bought a iPod Classic over the Nano, those who bought a Mac over a PC, and so on.

Costing less money is nice, but everything has value. Evidently having a screen be 44% bigger and has 300% more pixels isn't worth a price that's 50% higher, for most tablet buyers (and users, based on comments in this thread.)

I wonder if Apple's stock will drop on this news... I imagine they make more per iPad sold vs. iPad Mini sold.

Edit:

Each iPad sold nets Apple $190 while each iPad Mini sold nets Apple only $140.

Old Projection:
40 minis * $140 = $5600M
60 fulls * $190 = $11400M
Total = $17B

New Projection:
55M minis * $140 = $7700M
33M fulls * $190 = $6270M
Total = $14B

Ouch.
Click to expand...

Your numbers appear to be based on consumers buying the same size (16-32-64) of Ipads and the issue being screen size. The 6 stores I frequent, would suggest that the mini's are trending to the larger sizes, and there is more profit in a 32 GB Mini then a 16 GB Full-size despite the price being smaller for the mini. In addition, the mini build price is probably coming down much quicker then that of the full-sized device, because Tim had already squeezed most of the savings out of the iPad 3 before they came out with the iPad 4.
 
samcraig said:
Better for Apple to cannibalize itself vs another company to take their business away. Which was bound to happen if Apple didn't put out something less expensive and smaller to compete.
Click to expand...

Agree with the first comment, but not necessarily the second. We don't know for fact that folks would have gone running elsewhere rather than buy the iPad Apple was offering.
 
You can learn from Samsung

Why all the breast beating about the iPad Mini/iPad/

its obvious that punters desire mobile devices in multiple form factors - just look at what Samsung are doing.

That said, iOS is still a way smoother experience than Android, although Google is catching up.

As for form factor and size - I must say having invested in a iPad 3, a purchase made due to the introduction of a decent screen, that the iPad 3/4 are quite bulky and uncomfortable to hold over prolonged periods, particularly once cases are applied - I have carbon skins, screen protectors and a rather bulky case on mine - something to do with children utilising.

All in all, I'm happy with the iPad 3 and increased storage in the iPad 4 means I'll probably upgrade to a 4 once a revised iPad is launched - my reasoning is quite simple for this, accessories, which will drop in price once a new form factor is introduced.

Further, yes form factor of iPad Mini is good, I will not invest in any tablet though, be it Apple or Android unless it has a minimum full HD screen - so presently, both the Nexus 7 and iPad Mini are a no no - once full HD appears, this will not be the case.

Whilst price is always a factor, a cheaper iPad 4 is what I'm waiting for and will purchase once its available on the Apple refurb store following the release of iPad 5.

As for travelling, again, it will be a toss-up between a 8in iPad Mini or a 3G enabled revised Nexus 7 - the mini getting my vote if its storage capacity is expanded to 128G.

For real work however, would like a Macbook Air or Macbook Pro 13in, again, will only purchase if can display at a minimum full HD.

Fact remains, Android tablets are forcing Apple to innovate with different form factors and price points, which is good from a consumer point of view - not being a iPhone users, probably a Retina iPad mini with 3G capabilities would suit me best.

Interesting times is all I can say!
 
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