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NPD Data: Strong Mac Sales in April, Some iPod Cannibalization by iPad?
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You know, i could see a tablet like computer being better or just as good for some type of work like video editing and graphics editing (I say tablet cause I would think a stylus would be better as it would be more accurate rather than your finger but I do think the iphone does a really good job of figuring out where you are touching the screen even if it isn't using a stylus).
But, I think the people claiming their iphone takes over their macbook or is better should also realize there is stuff that is definitely done better with a keyboard and mouse (I'm sorry, if you have to type a whole lot, a touch keyboard just is not near as good as an actual physical keyboard).
But, I think the people claiming their iphone takes over their macbook or is better should also realize there is stuff that is definitely done better with a keyboard and mouse (I'm sorry, if you have to type a whole lot, a touch keyboard just is not near as good as an actual physical keyboard).
I don't own an iPad, but alot of my work is reviewing docs, charts, reports that others produce & writing email/correspondence etc...
I would say 85% is reading,consuming,email/correspond, and maybe 15% creating new doc/spreadsheets... So it's sometimes nice to kickback and read a bunch of reports or docs on a laptop. I believe a tablet, like iPad, would be even nicer. I don't always need a robust local file system (maybe temporary desktop or dropbox, although having one would be nice), since I usually get stuff sent to me by email.
I kinda like the Google Docs cloud thing, even though it's still immature.
This only confirms what many of us have been saying since iPad was announced, and now consumers are proving us right: it's just a big iPod touch. Nobody (with some brains) thinking of getting a real computer (even a netbook) would get an iPad instead. Apple is not selling iPods anymore, but computer market is not even touched. That's not what Steve intended when he said it was the best way to surf the internet, etc.
With the current capabilities this device won't even make a dent in the computer market. Future is very promising but when you go to the Apple store right now, they don't sell you the future iPad (which I'll probably buy at some point) but the current one, which it's just a fancy toy for people with too much money to throw away.
With the current capabilities this device won't even make a dent in the computer market. Future is very promising but when you go to the Apple store right now, they don't sell you the future iPad (which I'll probably buy at some point) but the current one, which it's just a fancy toy for people with too much money to throw away.
If the only difference between your iPad and your MBP is the burning capabilities, then your mistake wasn't buying an iPad, but buying a MBP.
I would like for you to explain to me which app can I buy for the iPad to work like I do in Photoshop or to write 60 pages word documents (realistically, don't tell me to type for hours with the iPad on my lap in that stupid touch keyboard). How can I organize the hundreds of image files I generate and that I have to modify with different Apps without a file system?.
You are just a fanboi who bought a MBP when an iPod touch is all you needed, that's why the iPad is so great for you.
Who says computer market is not touched? There are estimates of 35 million netbooks sold last year world wide with an increasing tendency. There have been 1 million iPads sold in the first month. This will not be visible in any statistics yet. Wait a year. 12 million iPads will not destroy the netbook market, but they will destroy its growth.
You assume that an iPad sale costs the sale of an iPod Touch. More likely, it costs the sale of an iPod Touch _and_ a netbook.
I can understand this
I purchased an iPod Touch last Fall that will not work with my protected wireless network. Also I have trouble getting just one copy of my address book & calendar. For these reasons I haven't used it for 5-6 months now. Possibly the iPad would eliminate some of those problems. But an iPad is a little too large to fit in most pockets. Is an iPod & an iPad in real competition with each other. Since they use the same basic OS & is large enough to do many of the program & the touch keyboards better then there will be pressure to purchase big.
I helped Apple out by purchasing a new Intel MacBook Pro. Since it was a 17" I7" model & I ordered it from MacMall rather than straight from Apple I had to wait a month to receive my model. But then it came without the 7,200 rpm hard drive that it was supposed to have. Now to find out what MacMall will do to make up for that problem.
In the mean time I did a Apple program update with this new model. There was 10 Apple programs that it wanted to update. It has come out to where it has a hard kernel panic, but goes to the same kernel panic upon restarting it. I've tried restoring the hard drive but I have been given no better luck there. If I have to return this model it would be nice that it could actually boot with its hard drive. I'm not really running OS 10.6 on my Intel Mac Pro. I do have it on 1 hard drive. I may have to clone it over to this Mac. Or just plain erase the internal Intel MacBook Pro hard drive with a FW800 hard drive running OS 10.6.3.
If I hadn't used a Mac since 1984 I would be a little more worried. But since I have been having so much trouble getting my last 2 Mac purchases to work correctly I won't be the person to ask at the current time to support any iPod, iPad or Mac.
We'll see what tomorrow brings.
I purchased an iPod Touch last Fall that will not work with my protected wireless network. Also I have trouble getting just one copy of my address book & calendar. For these reasons I haven't used it for 5-6 months now. Possibly the iPad would eliminate some of those problems. But an iPad is a little too large to fit in most pockets. Is an iPod & an iPad in real competition with each other. Since they use the same basic OS & is large enough to do many of the program & the touch keyboards better then there will be pressure to purchase big.
I helped Apple out by purchasing a new Intel MacBook Pro. Since it was a 17" I7" model & I ordered it from MacMall rather than straight from Apple I had to wait a month to receive my model. But then it came without the 7,200 rpm hard drive that it was supposed to have. Now to find out what MacMall will do to make up for that problem.
In the mean time I did a Apple program update with this new model. There was 10 Apple programs that it wanted to update. It has come out to where it has a hard kernel panic, but goes to the same kernel panic upon restarting it. I've tried restoring the hard drive but I have been given no better luck there. If I have to return this model it would be nice that it could actually boot with its hard drive. I'm not really running OS 10.6 on my Intel Mac Pro. I do have it on 1 hard drive. I may have to clone it over to this Mac. Or just plain erase the internal Intel MacBook Pro hard drive with a FW800 hard drive running OS 10.6.3.
If I hadn't used a Mac since 1984 I would be a little more worried. But since I have been having so much trouble getting my last 2 Mac purchases to work correctly I won't be the person to ask at the current time to support any iPod, iPad or Mac.
We'll see what tomorrow brings.
From TFA:
So the decline was 8% more than expected of around 10 million iPods this quarter. If they hadn't fallen by that 8% they would have sold 10.87 million - so we're attributing an addition drop of 0.87m iPods to sales of the iPad, which only recent broke 1m. That would suggest that the majority of people who bought the iPad would otherwise have bought iPods. That doesn't quite ring true for me.
I'm sure there is *some* cannibalisation by the iPad, but I think they're underestimating the corresponding effect of the iPhone, sales of which continue to run away. Think of all the new markets (including those in existing countries where more carriers have become available) that have opened up in the last year - markets where people already had access to iPods, but only now have access to iPhones too. Also consider previous years, with people only coming out of older contracts in this last year.
Presumably the 9% decline originally estimated was in large part due to the iPhone (and other smartphones, which are becoming competitive in that regard) - but I think was probably too conservative.
So the decline was 8% more than expected of around 10 million iPods this quarter. If they hadn't fallen by that 8% they would have sold 10.87 million - so we're attributing an addition drop of 0.87m iPods to sales of the iPad, which only recent broke 1m. That would suggest that the majority of people who bought the iPad would otherwise have bought iPods. That doesn't quite ring true for me.
I'm sure there is *some* cannibalisation by the iPad, but I think they're underestimating the corresponding effect of the iPhone, sales of which continue to run away. Think of all the new markets (including those in existing countries where more carriers have become available) that have opened up in the last year - markets where people already had access to iPods, but only now have access to iPhones too. Also consider previous years, with people only coming out of older contracts in this last year.
Presumably the 9% decline originally estimated was in large part due to the iPhone (and other smartphones, which are becoming competitive in that regard) - but I think was probably too conservative.
You're comparing international iPod sales for three months to US-only iPad sales for one month.
Apple sold 10.2 million iPods worldwide in the quarter to June 2009, which is about 3.4 million per month. If US sales are about half of the total (probably less than that for iPods) that's 1.7 million iPods sold in the US in April 2009.
17% of 1.7 million is about 0.3 million, suggesting that iPad unit sales are at least three times the reduction in iPod unit sales.
Some of that 0.3 million reduction may be cannibalization by the iPad. Some of it may be cannibalization by the iPhone. Some of it may be waiting for new models of iPhone (especially after the leaks) and iPod Touch.
The MacBook has just been released!
Surprised this hasn't updated yet. Look like the model shown in the video earlier was absolutely correct.
Surprised this hasn't updated yet. Look like the model shown in the video earlier was absolutely correct.
The statistics regarding netbooks were shown last week: there has been a clear tendency to sell less and less of these products since last summer, probably caused by the saturation of the market. Almost everyone that wants one, has one. This was used by fanbois again to blame the iPad for it, disregarding that the growth in netbook sales has been stalled or even decreasing for months before the iPad was released. But still, even with the iPad out there, the netbook market has been growing, at a very low pace, but growing.
My thought exactly. Avoid cannibalization of MB has certainly been a top design "feature' of iPad.
Yes, but that doesn't matter. The iPad has only been available in the U.S. so far - so total sales worldwide == U.S. sales. The 17% reduction is of iPod sales worldwide. If there is cannibalisation from the iPad it can only come from U.S. sales - so this is relavant.
Admittedly there have been some international pre-orders since last week, and these probably should be counted too. I don't have any figures on those.
Furthermore the iPad has not been out for three months. Again, I'll concede that the figures are probably up from the 1m in the last announcement. Would be interesting to see the latest figures for this context.
17% is the total reduction. I was just looking at the 8% difference between the expected reduction of 9% and the actual reduction.
Maybe they should go into the shower head and spigot business, there are millions of households each needing cool pluming.
LOL
Apple needs to keep its eye on large markets where a small percent penetration <10%, will result in large amounts of income. Example iPhone.
Apple TV is fairly small and has many players, also the darn TVs keep chaging rapidly so new capabilities need be added all the time. I think Apple TV is going to die sooner or later.
I don't think it is a Novelty.
Instead of the Laptop for every child they will start crying a Ipad for every child.
The price will be easier for them to try and throw down the Tax Payers throat.
Instead of the Laptop for every child they will start crying a Ipad for every child.
The price will be easier for them to try and throw down the Tax Payers throat.
Despite how desperately you might wish this were the case, no there isn't.
Did you even bother reading the articles that this thread is based on?
