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Dec 30, 2010
Anand Srinivasan

Apple iPad 2 Launch – iPad Shipment For December Down

Concord Equity research analyst Ming-Chi Kuo has come up with a new report where he claims that Apple could be slowing down on the shipment of new iPad units from its suppliers ahead of the launch of the new iPad – rumored to happen in February next year.

According to a note sent to investors, Kuo has claimed that iPad shipments for December amounted close to 1.6 million units that was significantly lower than the 2.1 million units shipped in November this year.

What this has meant is that Amazon Kindle has been able to expand from being a niche player in the segment to becoming a more mass-market player. Kuo points out that shipments of Kindle matched with those of the iPad in December with the Amazon eReader expected to sell as many as 4.5 million units in the first quarter of next year.

Anyway, of interest is the shipment numbers for iPad. Given the February timeline for the launch of iPad 2, we wonder if Apple Stores would start reporting depleting inventory as we head to the new year. Do you see such a thing in your neighborhood store? Tell us in the comments.

1 Comment

  • Or they simply ordered more iPad’s in November anticipating increased demand over the Christmas holiday season, then reduced order quantities to levels commiserate with demand. Their demand expectations may be lower than previous months because of the iPad has now been in the market for almost a year and initial demand may have stabilised as the product progresses through it’s life cycle. Either way I agree it’s a good time for iPad2.

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