By now you’ve probably read the reports that Apple is expanding (or trying to expand) iPad production up to as many as 3 million units per month. Gulp. Here’s a link to a piece summarizing the more aggressive recent analyst estimates…
(Sorry the wordpress iPad app kind of stinks. Can’t do a text-link as far as I can see. Maybe if I knew HTML! Come on wordpress you can do better than this!)
Anyway, by any measure annual sales of 20+ million are nothing short of amazing, particularly when early prognosticators were estimating in the 2-3 million range, and I was called aggressive for picking “over 5 million” in year one. Oh how conservative we all were!
My favorite part of one recent analyst take is the speculation that iPad sales are negatively impacting PC sales, particularly at the low end notebook range. Interestingly, their take is not that ipads are replacing PCs for people, but rather that ipads are “functional enough” for people to delay otherwise needed replacements for their aging PCs.
I frankly disagree. I *do* think that iPads are (essentially) replacing PCs for people. I know a handful, and not just because I sold them on the idea 🙂
What are you seeing out there?
Oh yeah, when Rev B come a out with a front facing camera, I’ll be upgrading 🙂 In the meantime I eagerly await iOS 4.2!!