- Posts tagged sales
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Business Insider On the Outside Regarding Apple Long-Term
Fast forward 5 to 10 years and it’s not hard to imagine seeing Apple with a small (but probably very profitable) share of the smartphone market. It will be a niche player in the market it revolutionized and could have dominated. History seems bound to repeat itself!
Actually, it's pretty hard to imagine the above outcome. In order to do so you'd have to forget that:
- Phones aren't PCs; that model doesn't apply.
- There's zero price advantage in non-iPhones. Indeed, Apple set the price points at $99 and $199, which initially could only be met by competitors via mail-in rebates.
- The iPod model is far closer to the iPhone model, and no one's touched Apple in this area.
- Android gains are almost all on the back of Verizon, who can't sell the iPhone.
- Android's becoming more fragmented every day. (A new phone released this week is using version 1.5.)
Ignore all of that—as many seem to—and it's still hard to imagine Business Insider's projected outcome. Because nowhere in the scenario does Apple's Board of Directors toss out their brilliant CEO (and the team he's put together) to bring in a line of unprepared bozos as replacements. Nope. Ain't happening.
What Did Antennagate Do To Apple iPhone Sales?
The iPad Isn't Perfect: Only Three Million Sold in 80 Days
Apple® today announced that it sold its three millionth iPad™ yesterday, just 80 days after its introduction in the US.
Yeah, but if it had an SD card slot, USB port, camera, and Adobe Flash it would have sold 3,000,001.
Forrester Research: Tablets Will Only Steal Sales From... Desktops?
What other conclusion can be drawn from the graph? From 2010, netbook sales barely change (18 to 17%), and laptops barely change (44 to 42%). With the tablet rising from 6 to 23%, it all comes out of desktop share (32 to 18%).
Um...
Forrester's report is questionable right up front. It predicts sales of 3.5M tablets this year, and 20.4M in 2015. Those numbers are so low it's ridiculous. Apple is already over 2M sales this year; Forrester thinks they can't even double that by December 31? Thats nuts. Apple will hit 8M or more this year, and who knows what other tablet players will join the game in the coming months.
As for netbooks, I disagree their sales percentage will remain steady over the next five years. Their sales growth is already slowing. People are figuring out they're not the "laptop" they promise to be. Netbooks have all the headaches of PCs without the size or power to have enough of the benefits. Cheap laptops make better sense, and a tablet even more-so. Netbooks' day in the sun is nearing its end; I see a pretty small trickle five years hence.
Regarding laptops, they'll feel the pinch of tablets getting faster with more sophisticated software, which won't take long. Look at where the software is already: iWork or Documents To Go productivity suites; Photogene for great image editing; Reel Director or iMovie for iPhone (iPad won't be far behind) for video, etc. And these are here now, imagine what we'll have in just a year. I could argue these apps are already close to doing what the majority of consumers need in these areas. There are certainly rough edges, but they'll get smoothed. Laptops are going to feel the heat sooner than Forrester imagines.
I agree on desktops' decline, but that's already happening and has been for a while. Laptops have eaten their lunch in the past, but tablets will encroach on laptops as explained above.
The tablet form factor is going to be huge. I'm already on record that it's how "all" computers will work someday, and I don't think critical mass will take as long as the GUI did, which is apparently what Forrester is expecting.
Just 20M tablets sold in 2015? They'll pass that number in 2012. Netbook and laptop percentage will decline more than Forrester is predicting, and tablet percentages will be higher. Forrester's report seems written to appease those vested in the status quo, but it doesn't make it realistic.
Not a bad day's work
Yesterday Apple and its carrier partners took pre-orders for more than 600,000 of Apple’s new iPhone 4.
iPhone 4 had a great day, but not that great
We won't know for sure how many iPhones were preordered today until & unless Apple and AT&T choose to share, but it's easy to say 'millions' with a straight face.
No it isn't.
I'm thrilled Apple sold out their 6/24 allotment everywhere, and think iPhone 4 is off to a tremendous start. Still, millions ordered on the first day, pre-order only, and white isn't even available? No way.
What Sales of Two Million iPads Can Tell Us
May 31, 2010—Apple® today announced that iPad™ sales have topped two million in less than 60 days since its launch on April 3.
There's the inevitable comparison to the corresponding iPod and iPhone sales marks, but I don't think it can reveal the iPad's overall popularity compared to those devices. After all, iPods now routinely sell over 10M a quarter, and iPhone sales are always encumbered with carrier contracts.
What I do think we can see is that, increasingly, the iPhone OS is becoming "mainstream". By this, I mean there's less concern in the mind of the average consumer that a purely touch interface can work. No more garbage about how the screen will get too oily, you can't use a software keyboard, etc. Put simply, the paradigm shift from keyboard/mouse to touch screen—at least for tasks most consumers do—is less of a question. As more and more consumers understand this, iPad sales will continue to roll.
The latest iPad ad contains the line "You already know how to use it." Though a simple statement, I believe it's at the very core of the iPad's rapid rise in sales.
Reality Check: Netbook Sales Growth Slowing Drastically
The above chart speaks for itself.
The article makes a case that the iPad contributed to this, but it's simply too soon to conclude anything like that.
I believe netbook growth keeps slowing as people find out what they really are: cheap cheap laptops. I don't think the majority of people knew what they were getting. They expect these things to do what a desktop or laptop does, and are finding out it's too slow and ill-equipped for the job. As it turns out, you really do get what you pay for.
A netbook may still be fine for a tech or gadget geek who's prepared to deal with its limits, but not for the consumer who thinks they're getting a good ol' laptop when they're not. I think the word is getting out, and the netbooks' wild ride is over.
Paul Thurrot: iPad sales suck
Although 1 million units sold is a seemingly impressive number, this announcement actually marks the second time that the iPad has missed sales expectations in its short life.
Oh, and the sky is green. Poor Paul, it's gotta suck to be a Microsoft shill these days.
iPad 3G sold out in 49 of 50 stores
Munster's team called 50 Apple Stores on Sunday and found that 49 of them had sold out of iPad 3Gs and most had run out of Wi-Fi-only models as well. But it's not clear whether that's because demand was high or supplies were low. Munster believes it was probably a bit of both.
While supplies may have been "low", keep in mind Apple postponed the International launch in order to have as many of these available for the US launch as possible.
