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Research Firm Raises iPad Sales Projections Through 2012 to Over 120 Million

alhedges said:
And it's not like doctors haven't been using laptops for a while, and for most doctors a tablet wouldn't be much of an improvement - my doctor comes in, sets her laptop on a small table in the room, and uses it from there (to, among other things, connect info about her exam of me to the rest of the office for purpose of scheduling, recordkeeping, and billing). There's no advantage to the tablet form here.

Maybe in a hospital setting with lots of patients where you're going from bed to bed this could be an advantage - but without real networking capability, I think you'd need an iPad and a laptop. (And I'm not 100% convinced about the tablet form here - is the doctor supposed to type one handed while standing?
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Doctors tend to have high incomes and like to have the coolest toys. Considering this is a cool toy and cost-effective, I would guess that doctors are one area where estimates have not been exaggerated. The big "who knows" factors are going to be how the corporate world and education sectors use tablets/iPads. But I think doctors are probably the easiest sell. These guys all had palm pilots/treos when they were big, each running expensive medical software. They all have iPhones today (running the same expensive software) -- they are going to want iPads in their offices if they don't have them already (especially when they see the doctor from the office next door gets out of his BMW carrying his iPad into the office). It's all about keeping up with the Dr. Joneses.
 
Meandmunch said:
Color me slightly confused if they fell short of expectations why raise estimates just a little but by 20 million? I saw iPads on every store shelf that carried them, I don't believe the production bottleneck is real, at least from my limited vantage. Especially when they are shoving them into retail giants like Target and Walmart. You don't do that, you can't do that without the production capabilities behind a move like that.
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I do think the build-up in distribution channels is a recent happening over the last few weeks and is intended to insure ample inventory is readily available to consumers everywhere for the holidays. Steve Jobs did note in yesterday's quarterly earnings call, that the iPad in only 6 months time is already outselling Macs - 4.19M versus 3.89M.

Apple is a very smart a company and they surely recognize the need to fill retail channels with ample inventory (nearly 10,000 stores will have iPads to sell by end of October) to meet the anticipated holiday consumer rush. Consequently, I think the volume of iPads sold during the 4th quarter will be double what was sold this last quarter. Time of course will tell.
 
cubist said:
The market for tablets is huge. Once businesses start using them as electronic clipboards and notepads, sales in the tens of millions are not unrealistic at all. They will replace a lot of PCs.
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If you'd put down the cool-aid for one second, you might realize that the ipad is nothing more than a larger ipod touch. I haven't seen the business case for this device. I don't expect business to jump all over spending $500 for clipboards.

Im shocked how well the ipad has done, bit I'm not surprised at the lower than expected sales...I think it will continue to drop off as the impulsive buyer market dries up.
 
BC2009 said:
Doctors tend to have high incomes and like to have the coolest toys. Considering this is a cool toy and cost-effective, I would guess that doctors are one area where estimates have not been exaggerated. The big "who knows" factors are going to be how the corporate world and education sectors use tablets/iPads. But I think doctors are probably the easiest sell. These guys all had palm pilots/treos when they were big, each running expensive medical software. They all have iPhones today (running the same expensive software) -- they are going to want iPads in their offices if they don't have them already (especially when they see the doctor from the office next door gets out of his BMW carrying his iPad into the office). It's all about keeping up with the Dr. Joneses.
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Daa Da Da Daaaa. Daa Da Daaaa (Raiders of the Lost Ark opening theme). Sounds better than it looks.
 
RT2020 said:
If you'd put down the cool-aid for one second, you might realize that the ipad is nothing more than a larger ipod touch. I haven't seen the business case for this device. I don't expect business to jump all over spending $500 for clipboards.

Im shocked how well the ipad has done, bit I'm not surprised at the lower than expected sales...I think it will continue to drop off as the impulsive buyer market dries up.
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it mostly depends on data connections and writing custom software, but anyone who works outside of an office chair is a candidate for having an ipad.

it will allow you to process information onsite rather than going back to the office and doing bulk paperwork/data entry/etc.

doctors, insurance adjusters, home appraisers, RE agents, etc. instead of having people sit and spend hours doing data entry at night they will do it onsite. the ROI is very good and we just have to wait for the apps to show up
 
Ingot said:
Daa Da Da Daaaa. Daa Da Daaaa (Raiders of the Lost Ark opening theme). Sounds better than it looks.
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I didn't even realize it when I typed "Dr. Joneses" until I read your comment. Love the the Raiders of the Lost Ark reference.
 
apple1990 said:
If that figure is correct then the iPad will have added 72B to Apples bottom line in just 3 years (assuming ASP of $600). Thats more than their entire sales for all products in 2007, 2006 and 2005 (56B). :eek:
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I think that a price drop is essential to get these sales figures, the low-end model could get a feature stop and drop to $300 in 2 years.
 
Small White Car said:
New versions.

Each new iPhone has sold more than the previous one. As they add features they begin to become appealing to more and more of the public.
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Or, many of the people with the -1G Iphones are embarrassed to be seen with the "old" model, and send their perfectly good Iphones to the toxic waste dump and upgrade to the new model.

So, Apple gets a huge "replacement" business, and some incremental "the new version is more appealing" business with each update.

No one who cares about such things wants to be seen using "last year's status symbol", and Apple counts on that! ;)

(For me, my three year old Windows Mobile phone is a damn good phone (great reception and voice quality), so I don't care if I don't have the latest Android or Apple Phone (and, I have 4 bars in places where friends with Iphones only see "searching" - priceless).)


alent1234 said:
few weeks ago when my wife was giving birth we were on our iphones waiting for the baby to come out
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Did she Tweet every contraction?
 
I was really sceptic first about the iPad. But then 2 months ago I needed a new toy and I just bought one... And what can I say? I just love it!!!

So my wife was curious even before I bought mine. After she could fiddle around with mine, I had to buy one for her too...

The iPad is THE computer device of the next decade. It opens up so many use cases we didn't even think about so far. I wish I would have the time to develop some apps that are on my mind since months...
 
ipads are great for somethings, not so great for others. the form factor is not good for text entry--so while there will be some enterprise applications--i don't see this as significant growth area. a "macpad air" might have significant enterprise potential, and might eclipse the tablet
 
jimbobb24 said:
I disagree. Carrying around a laptop around the hospital is more difficult than a slate.

I am not sure what "real" networking means in this context. As opposed to the fake networking that exists now? The problem is the software, which moves at a glacial pace in medicine. The software would need to rewritten to take advantage of the interface for it to be useful. A series of pre-written templates with a text field you dictate into would work very well for the majority of doctors visits. I can see a slate working pretty conveniently for that.
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Real networking means connecting to the server and interfacing with the coding and billing and scheduling and recordkeeping software that the office uses.
 
Wirelessly posted (Mozilla/5.0 (iPhone; U; CPU iPhone OS 4_1 like Mac OS X; en-us) AppleWebKit/532.9 (KHTML, like Gecko) Mobile/8B117)

That's a lot of mad customers when that amazing next revision comes out!

That's what our household is waiting on. No camera, no high red screen, no sale!
 
shiseiryu1 said:
I think once the iPad2 comes out next year it's going to be a real hit. By then the hardware and software will have matured to where it will be more appealing to the mainstream folks. I really hope they are able to put a retina display on the iPad2...reading newpapers/magazines on the iPad is definitely better than on a PC, however, you can still see pixels which makes it a less than optimal reading experience.
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I'm one of those people--and I think a lot of people are like this--waiting for ipad2. It just seems like the next one is going to be a huge improvement over the current model. Compare it to how the iphone 2g (1st gen) was compared to to iphone 3g (2nd gen) and I see an equally large improvement in ipads, I hope.
 
vrillusions said:
I'm one of those people--and I think a lot of people are like this--waiting for ipad2. It just seems like the next one is going to be a huge improvement over the current model. Compare it to how the iphone 2g (1st gen) was compared to to iphone 3g (2nd gen) and I see an equally large improvement in ipads, I hope.
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Exactly. And just think what the 2020 version of the iPad will be like, and how popular it will be then. We'll have a decade of touch OS development and society will be completely used to a mouseless world on tablets.
 
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