iPad Shipments Estimated at 1.2 Million Per Month as Samsung Tapped for Additional Displays

[aristotle]

Disagree. It will be PVA panel. It is not important how many panels Samsung makes because Samsung doesn't have technology to make advanced high quality IPS panel. Do you know there are also many kinds of IPS panels? IPS by LG is the most advanced one. The truth is;

AMOLED > IPS LCD by LG > IPS LCD by Others > PVA LCD > Pentile AMOLED > TN LCD.

This will be bad news for iPad buyers.

Sorry, but what will be bad news? A rumour? Where are the facts? Where is the official statement? It does not exist because this is an unsubstantiated rumour. Apple is not going to switch display technology midstream while continuing to advertise IPS displays as a "feature" of the device.

How about we wait for confirmation before going off the deep end?

 

[Tulse]

)Netbooks are still selling very well. No, I do not follow the monthly numbers but that industry is in no way hurting.

Netbook Sales Sag as iPad Arrives

Netbook Sales to Cool Off in 2010?

 

[ericinboston]

Netbook Sales Sag as iPad Arrives

Netbook Sales to Cool Off in 2010?

Those articles are Dec 2009 (6+ months old) and April 2010...I do appreciate the links but I'd rather read something that was written months after the iPad release...I think we all need to wait till end of year to see what the reality of iPad and netbook sales are/were. Many new netbook models arrived in May and more likely to come in Sep...

 

[realeric]

Sorry, but what will be bad news? A rumour? Where are the facts? Where is the official statement? It does not exist because this is an unsubstantiated rumour. Apple is not going to switch display technology midstream while continuing to advertise IPS displays as a "feature" of the device.

How about we wait for confirmation before going off the deep end?

Not bad news but bad rumors.

 

[CWallace]

The only need for the extra Ram would be for Video capture which the iPad can't do anyways. Also most of the reason it won't release side by side is because iOS wont be available for the iPad until the Fall.

Maybe Apple will roll out a new iPad with 512MB and a video-capture-capable camera at the September (?) iPod Event along with the rumored new tv.

 

[Whaditis]

Sorry, but what will be bad news? A rumour? Where are the facts? Where is the official statement? It does not exist because this is an unsubstantiated rumour. Apple is not going to switch display technology midstream while continuing to advertise IPS displays as a "feature" of the device.

How about we wait for confirmation before going off the deep end?

Well they will have to indeed change or delete the mention of IPS from their Ipad feature on their website.

Samsung produces VA i.e S-PVA, PVA, MVA, C-PVA etc. They specialize in Vertical Alignment display technology and that is what they produce. Not IPS.

If it does happen and Samsung does produce panels for the Ipad then some customers will get IPS from LG and some will get PVA from Samsung aka panel lottery.

Here is some reference on a past "panel lottery" that took place with Dell selling their premium 2007FP and 2007 WFP and customers getting either an IPS or S-PVA depending on the luck of the draw.

http://www.tftcentral.co.uk/articles/dell_panel_lottery.htm

It pissed off alot of customers that wanted and expected IPS but got S-PVA instead which in itself is still a great panel.

 

[NyArtboy]

Some more light on the subject...

Some more news on the subject. Seems to me that there is some cause for concern being that even Samsung knows that this will be a 'learning curve'. But I think its also clear, Samsung WILL be making IPS screens and not PVA screens for Apple. I wouldn't think SJ, or ANY other manufacture to walk away from a technology that they have so prominently marketed.

http://www.techeye.net/business/samsungs-apple-ipad-displays-is-practise-run-for-its-own-tablet

 

[MAC-GOSSIPER2]

ugh, TYPICAL samsung!! always messing things up when things need to be right!!

i expect NO LESS from samsung !! NO LESS!!

"RUMOR" has it samsung is PURPOSEFULLY messing this up so they can skew apples profit. i think samsung is in bed, so to speak, with microsoft...and maybe google too (if google is into that type of thing) LMFAO

xoxo,
gossip_mac

 

[Tulse]

Those articles are Dec 2009 (6+ months old) and April 2010...I do appreciate the links but I'd rather read something that was written months after the iPad release

I'll grant the articles are not as recent as ideal, but I think they do a good job of demonstrating that netbook sales have slowed remarkably in the past year. Whether that is attributable to the iPad or not is debatable, but I think the overall downturn is indisputable.

 

[gnasher729]

1)Apple has never claimed that the iPad is a netbook...or a netbook competitor.

Of course they haven't claimed the iPad is not a netbook, because it isn't, just like the first cars were not horse carriages. Both opened a new market, and killed the other market. The biggest market for netbooks are people who don't quite need a laptop. And instead of buying a netbook, they buy an iPad. It's not a netbook competitor, but every sale of an iPad is a sale that didn't go to a netbook.

3)Continuing on #1...there are things that netbooks do very well that the iPad can't (print, native USB connectivity, physical keyboard, large storage, total flexibility of OS, full-fledged applications, etc) and of course things the iPad do very well that netbooks can't (proprietary and familiar app/book shopping experience, act as an e-reader, touch screen, familiar iPhone/iPod look and feel).

Plenty of people don't have a printer. Plenty of people would be wondering if you speak the same language as they do if you talk about "native USB connectivity". Nobody cares about "total flexibility of OS", and nobody cares about "full-fledged applications" on a tiny netbook.

 

[JAT]

IPS has been commercially available since 1996.

For capacitive touchscreens?

Guess we'll see what happens.

 

[Whaditis]

For capacitive touchscreens?

Guess we'll see what happens.

No, not for touchscreens, we are talking about when IPS was introduced. It was a significant breakthrough in lcd innovation where before that lcd's still lagged behind in image quality to CRT's and it was at this point where lcd quality was finally approaching CRT save for the response times, superior blacks and contrast of CRT's.

Before that we had crappy TN which is still prevalent in the mass produced lcd market.

 

[cvaldes]

Those articles are Dec 2009 (6+ months old) and April 2010...I do appreciate the links but I'd rather read something that was written months after the iPad release...I think we all need to wait till end of year to see what the reality of iPad and netbook sales are/were. Many new netbook models arrived in May and more likely to come in Sep...

It's really too early to tell, but here's one post-iPad release report.

http://news.cnet.com/8301-13924_3-20007756-64.html?tag=mncol

 

[cvaldes]

I'm not picking on the iPad...I literally do not know a single person that wants to buy one...or already has. Sure, there have been lots of discussions about it but nobody I know wants it...partly due because to X percentage of people, it's just a bigger iPod Touch or iPhone (that they already own)...or Y percentage of people that feel for $500+ they can get a (in their eyes for functionality) top of the line netbook with far more storage and flexibility...or Z percentage of people that would rather get a Kindle. All I'm saying is that I don't hear anyone buying it...and I have yet to see one anywhere in my travels. I live in CT.

(edited for brevity)

Oh...and I don't know who's starting the 1.2mill/month rumor...I'm just stating (like others) that I don't believe it...and I'll believe it when there's proof. If it was 1million units/month which is about 12mill a year...and given that 300million Americans and at best 100million can/would/afford to own one...12% of Americans in Year 1 is phenomenal...and I would expect to see the darn iPads at every blink of my eye in travels just like cell phones.

-Eric

Many analysts are saying something like 1+ million iPads a month. I don't recall what sort of guidance Apple has given. Brian Marshall at BroadPoint says 10 million for calendar 2010, averaging 1.25M per month (over eight months). I mention him because he's a five-star rated analyst (i.e., he's more accurate than his peers).

It's not 12% of Americans. First of all, that would only be the case if there were no other countries on this planet; secondly, your math is wrong (12% of 300 million is 36 million). Apple doesn't publish detailed breakdowns, but something like 55% of their overall sales are international (Macs, iPhones, iPods) so it is likely that iPad sales will eventually end up similarly.

I doubt you'd ever see iPads with the same ubiquity in the wild as the iPhone (or iPod). They're not pocketable, so you're not going to see someone pull one out at a restaurant, bar, sporting event, grocery store, whatever. I see a few of them where I live (Silicon Valley), but it's almost exclusively in indoor situations (coffee shops, trains, airport terminals, etc.) where the person is seated for more than a few minutes.

I think a lot of them live in people's backpacks, coffee tables, kitchen tables, nightstands.

 

[Bytor65]

For capacitive touchscreens?

Touch screen is separate technology from LCD. We are talking about the LCD or do you even know what IPS is?

 

[Cheffy Dave]

Yeah,to bad they won't sell huh?,dolts!

 

[Whaditis]

Yeah,to bad they won't sell huh?,dolts!

What a useless comment^^^.

 

[stefanski]

I literally do not know a single person that wants to buy one...or already has. Sure, there have been lots of discussions about it but nobody I know wants it...

Something is telling me that you don't get out much. Not to mention the dubious math and the funny assumption that the world is basically contained within the US of A. But that's been talked about before so let's not go there.

Some guys even claim that the lack of Ram is a reason not to buy while they hope that the major p$rn sites will switch to HTML5 just in time for Christmas

The argument that it's just a bigger iphone can only really come from somebody who has absolutely no personal experience with the iPad. As so many other interesting points listed in various treats as to why the iPad will be the biggest fail ever. iPad = epic fail. Sure, guys. Keep em coming.

Meanwhile I (and millions of other people which I don't know) keep using this underpowered, crippled, doomed and p$rn free device until the day we're all going to realise what a serious mistake that was. I had so many problems during the first 3 weeks with this clearly flawed piece of useless junk Apple came up with, it's just not funny. Oh wait... No, now that I think about it, there hasn't been anything really. Oh well... Probably just me being lucky.

I use the ipad on the train to work, spending time reading the news fresh from the net or via one of the great news apps out there. BBC News, FT, WSJ, France24, Die Welt, you name it. Last night I had to install support packs so I used the built in VPN to connect to the customer. Using RDP light, I brought up the server screen to monitor the processes and to click such important things as an OK or CONTINUE button whenever one popped up. SSH allows me to login to Unix servers from anywhere without the need for a full blown laptop. Quickly do some checks, restart an SAP system or even use a SAP GUI via RDP. All with the convenience of a slim instant on device.

The capabilities are endless. But I can clearly see that there's hardly a market out there. Just some fanboys buying whatever Steve's factory comes up with.

Funny enough, every CxO out there I talk to has already bought one or is going to order one. It's the perfect tool for them to just show some slides to business partners on the go instead of having to load a power point show on their laptop. Sure, I'm working in a field where technology is at the forefront but it would appear to me that people are even buying these things to have them on the coffee table at home so that they don't need to walk up to their PC anymore just to check some emails. Silly buggers, really. What are they thinking? Can't they see the predictions out there? All the experts can't be wrong. It has to fail any moment now.

Nobody is buying an iPad. And never will. And so on and so forth.

 

[autrefois]

Folks, I believe the term is "differently-abled," not "crippled." Show a little sensitivity towards the iPad, won't you?

 

[gnasher729]

The argument that it's just a bigger iphone can only really come from somebody who has absolutely no personal experience with the iPad.

Actually, that argument is correct (except it is a big iPod Touch ) but widely misunderstood. When I first got an iPod Touch, it was obviously a nice music player, and you could run all these applications on it, but for me the screen was much too small to do something useful with it. I thought to myself, if Apple could just take the iPod Touch and make it a lot bigger, that would be an excellent and useful thing. I showed the iPod Touch to my wife; she wouldn't even _consider_ watching movies on that tiny screen. The iPad is absolutely fine for her, because it is a _big_ iPod Touch. The keyboard is ten times better. You can take an iPad into a business meeting to show things to people without being laughed at. A _big_ iPod Touch is tons more useful than a small iPod Touch.

 

[Cheffy Dave]

I find it very hard to believe that Apple is selling 1million (or more) of the iPads EVERY month. Maybe the first month or 2 since there was so much hype (and enough letdown too) but I don't believe the month of May or June or further in 2010 they are selling anywhere near 1million/month. Seems like propaganda to me.

On a side note, not a single person I've met has an iPad...nor wants to buy one. And yes, a very high percentage of the folks I know (business, family, neighbors, etc) like Apple products.

I'm waiting for Rev2 of the iPad and hopefully a $100 drop in price.

for some people facts have no value, back to your room Eric!

 

[Cheffy Dave]

What a useless comment^^^.

no,no,no, plays with the content of the thread. You live in the same room with Eric?

 

[Whaditis]

no,no,no, plays with the content of the thread. You live in the same room with Eric?

Since you don't have anything of value to add, why do you bother posting more useless garbage. Go back to your kitchen and load up on those freshly baked jelly filled donuts you love so much.

 

[-=XX=-Nephilim]

Frankly I don't believe this numbers one bit... I have rather chunky amount of tech contacts around Europe and States and only ONE, yes ONE of them actually bought an iPad... It is most useless and pointless time and money waster ever invented - at least in its current incarnation that is...

But hey - happy shopping to all those "millions" buying it

 

[-=XX=-Nephilim]

I'm not picking on the iPad...I literally do not know a single person that wants to buy one...or already has. Sure, there have been lots of discussions about it but nobody I know wants it...partly due because to X percentage of people, it's just a bigger iPod Touch or iPhone (that they already own)...or Y percentage of people that feel for $500+ they can get a (in their eyes for functionality) top of the line netbook with far more storage and flexibility...or Z percentage of people that would rather get a Kindle. All I'm saying is that I don't hear anyone buying it...and I have yet to see one anywhere in my travels. I live in CT.

Maybe the iPad will be just like the iPod...after a few revisions and price drops and increases in storage/functionality/sexiness the iPad in 2014 will be a commodity.

But for now, I am gonna wait. Would love to try one out...but I ain't paying $500+ for a 16GB unit that I am being told is a great movie platform/game platform/music platform/book platform...where am I supposed to store all my stuff?! The bare basic music that I would load on it is at least 10GB (I own over 160GB of tunes)...so that leaves me with 6GB for all the other stuff? Too expensive for device for me right now.

Oh...and I don't know who's starting the 1.2mill/month rumor...I'm just stating (like others) that I don't believe it...and I'll believe it when there's proof. If it was 1million units/month which is about 12mill a year...and given that 300million Americans and at best 100million can/would/afford to own one...12% of Americans in Year 1 is phenomenal...and I would expect to see the darn iPads at every blink of my eye in travels just like cell phones.

-Eric

Wow...

I just made a post and then found out that you wrote something very similar indeed

I agree 100%

Exactly the same here - out of literally 100s of tech / design orientated contacts throughout US and Europe I know one person that bought it... (and he isn't exactly using it really since his iPhone does same things).

I say numbers are ******** for sure