or Connect
AppleInsider › Forums › Mac Hardware › Current Mac Hardware › Week two: Apple stores still finding it tough to keep iPad in stock
New Posts  All Forums:Forum Nav:

Week two: Apple stores still finding it tough to keep iPad in stock

post #1 of 60
Thread Starter 
Consumers looking for one of Apple's more affordable iPad models may still have trouble finding one at the company's nation retail chain, where the device continues to sell out during its second full week of availability.

A survey of 15 Apple retail stores conducted this week by investment bank J.P. Morgan found that while 11 stores had the 64 model available for purchase, only 4 stores had stock of 16GB and only another 4 had the 32GB model.

"While the sample stores represent a small fraction of the 221 U.S.-based Apple stores, we believe the targeted stores offer a decent barometer given their geographic distribution and importance," said analyst Mark Moskowitz.

For example, stores that were completely selling out of all 3 iPad versions at the time of the analyst's field checks included Palo Alto, Greenwich, CT, and Miami Beach. In contrast, stores that were completely stocked with all 3 models included Chicago, San Francisco, and Kansas City.

Apple is believed to have sold over half a million iPads in less than 10 days. And while Moskowitz believes adoption of the soon-to-ship 3G-equipped models may be lighter than their WiFi counterparts given their higher price points and data plan requirements, he still thinks there could be upside to his iPad unit estimate of 4.8 million units over the first four quarters.

"While the initial excitement could ease, we are surprised by the continued strength in the early stages," he said. "In addition to the new category entry of the iPad, another positive element is that the products gross margins are accretive to the corporate model."

In opening up pre-orders for the iPad last month, Apple limited consumers to just two units even if the additional units were being shipped to different individuals across the country. Education customers, especially those ordering through their representatives, weren't hit with the same restriction, however.

But when April 2nd rolled around and regular Apple Store customers began receiving their shipping notifications, a number of those education pre-order customers were being informed that their orders were being placed on the back burner and wouldn't ship to much later in the month.

Instead, Apple chose to stock its retail locations and those of Best Buy, the latter of which sold out during the first weekend the device went on sale. Since then, Apple has slowly expanded distribution to online retailers like MacMall and MacConnection, but is requiring that those resellers only accept orders placed via phone.

For its part, the Apple online store continues to list lead times of 5-7 business days for all new WiFi iPad orders.
post #2 of 60
I think analysts will be surprised by how many people are waiting for the 3G model.
2011 13" 2.3 MBP, 2006 15" 2.16 MBP, iPhone 4, iPod Shuffle, AEBS, AppleTV2 with XBMC.
Reply
2011 13" 2.3 MBP, 2006 15" 2.16 MBP, iPhone 4, iPod Shuffle, AEBS, AppleTV2 with XBMC.
Reply
post #3 of 60
Quote:
Originally Posted by 8CoreWhore View Post

I think analysts will be surprised by how many people are waiting for the 3G model.

I agree!
post #4 of 60
Yes, I think there will be a larger number of units sold of the 3G version due to the fact that people want to be mobile all the time and even though the iPhone was revolutionary, it can be a bit small for some task and the iPad takes care of that. I personally have been waiting for the iPad for 3 years now and had an inclination that it would eventually come to market. I am waiting for my email notification like so many others who ordered the 3G on day one of the pre-order stage. I will be interested in seeing the number of units to sell when they get released...

2 cents for the day...
post #5 of 60
+1 On waiting for the 3G one as well. Hate to see my buddy with his wifi version playing with his all the time.

He who laughs last, laughs hardest!
post #6 of 60
The iPad will continue to experience brisk sales cause ATT's new commercials are sweet.
post #7 of 60
Here's another waiting for the 3G. And I agree the number of us doing so exceeds that of those buying the WiFi model. I don't find it surprising the 64GB Wifi aren't selling as well. Those who can afford one can afford the $130 extra for 3G & GPS.
post #8 of 60
Quote:
Originally Posted by miniMoe View Post

Here's another waiting for the 3G. And I agree the number of us doing so exceeds that of those buying the WiFi model. I don't find it surprising the 64GB Wifi aren't selling as well. Those who can afford one can afford the $130 extra for 3G & GPS.

I agree and also have a 3G unit on order (64g).
post #9 of 60
I purposely have not visited my local Apple store in San Francisco until the 3G comes out. Have not seen on in person yet. While ordering online is nice and convenient, there's something about going into the store, seeing there in person and then walking out with one.

Mentally prepared to let some money go.
post #10 of 60
I ordered both models wifi and 3G figuring I would return or sell the wifi when the 3G hit. I ended up canceling the 3G model.
post #11 of 60
Quote:
Originally Posted by AppleInsider View Post

Moskowitz believes adoption of the soon-to-ship 3G-equipped models may be lighter than their WiFi counterparts given their higher price points and data plan requirements, he still thinks there could be upside to his iPad unit estimate of 4.8 million units over the first four quarters.

I wonder what his estimate would be if he knew there was no requirement to pay for a data plan.
post #12 of 60
Quote:
Originally Posted by 8CoreWhore View Post

I think analysts will be surprised by how many people are waiting for the 3G model.

I would think the 3G model will outsell the wifi model. This thing is meant to be connected to the internet all of the time. In the few days I've had a wifi one, there have been at least a half dozen times i was somewhere not connected to the internet when I needed to be. We have a use for one or two that only need wifi, but for us, those will be the exception, not the rule.

Before we got this one, I thought the data plan would be something to turn on for trips, but have quickly seen that I would need it all of the time.
post #13 of 60
In some states, people can save a few bucks on sales tax by ordering on-line. From my experience, the sales tax collected on-line by Apple is about half of what it is when purchasing in a local retail store (including Apple stores of course). (Maybe somebody here can explain the applicable laws?)
post #14 of 60
I'm waiting for that 3G model I ordered to arrive, and it's killin me! Get that thing on the truck, guys!
post #15 of 60
I wonder how many of the sales are from people who originally planned to get the 3G, but couldn't control themselves.

"I need my iPad fix...NOW."
"Stay hungry, stay foolish."
Reply
"Stay hungry, stay foolish."
Reply
post #16 of 60
In opening up pre-orders for the iPad last month, Apple limited consumers to just two units even if the additional units were being shipped to different individuals across the country. Education customers, especially those ordering through their representatives, weren't hit with the same restriction, however.

Ed customers could order as many as they wanted to because Apple had no intention of shipping them for the April 3 release. We pre-ordered just like everyone else and yet inside sales reps are still claiming that orders will not be fulfilled until late April or early May.
post #17 of 60
Quote:
Originally Posted by 8CoreWhore View Post

I think analysts will be surprised by how many people are waiting for the 3G model.

I'm waiting for the 3G, not that I can get the iPad WiFi.

iPod nano 5th Gen 8GB Orange, iPad 3rd Gen WiFi 32GB White
MacBook Pro 15" Core i7 2.66GHz 8GB RAM 120GB Intel 320M
Mac mini Core 2 Duo 2.4GHz 8GB RAM, iPhone 5 32GB Black

Reply

iPod nano 5th Gen 8GB Orange, iPad 3rd Gen WiFi 32GB White
MacBook Pro 15" Core i7 2.66GHz 8GB RAM 120GB Intel 320M
Mac mini Core 2 Duo 2.4GHz 8GB RAM, iPhone 5 32GB Black

Reply
post #18 of 60
Posted this in another thread but it's a better fit here... This was in response to last weeks article where Apple announced 450 iPads have sold as of ... Thursday AM west coast time I guess...

Lets make this simple...

Saturday 300k 1st day (includes pre-orders)
Sunday (Easter not really a 'retail day')

Monday + Tuesday + Wednesday = 150k (making 450k total)

150k / 3 = 50k per day

50k / 24 = 2083 per hour

2083 / 60 = ~35 per minute

Or apx. 1 iPad sold every 2 seconds since the release.

Question is, can that pace continue?

To reach 10m sold in 1 year they need to maintain sales of apx ~1141 per hour at present they are tracking almost twice that AND 3G models AS WELL AS INTERNATIONAL models haven't yet shipped. These numbers are very early in the game so anything is possible but... I'm thinking 10m might not be that big of a stretch.
Apple Fanboy: Anyone who started liking Apple before I did!
Reply
Apple Fanboy: Anyone who started liking Apple before I did!
Reply
post #19 of 60
3G could be more popular. It will offer more uses, like a sweet GPS unit.
post #20 of 60
Quote:
Originally Posted by DaveGee View Post

Posted this in another thread but it's a better fit here... This was in response to last weeks article where Apple announced 450 iPads have sold as of ... Thursday AM west coast time I guess...

Lets make this simple...

Saturday 300k 1st day (includes pre-orders)
Sunday (Easter not really a 'retail day')

Monday + Tuesday + Wednesday = 150k (making 450k total)

150k / 3 = 50k per day

50k / 24 = 2083 per hour

2083 / 60 = ~35 per minute

Or apx. 1 iPad sold every 2 seconds since the release.

Question is, can that pace continue?

To reach 10m sold in 1 year they need to maintain sales of apx ~1141 per hour at present they are tracking almost twice that AND 3G models AS WELL AS INTERNATIONAL models haven't yet shipped. These numbers are very early in the game so anything is possible but... I'm thinking 10m might not be that big of a stretch.

I think you need to factor in a decelerating sales curve after the initial release. My non-scientific guess is they'll sell about a million units shortly after the 3Gs are released.

Proud AAPL stock owner.

 

GOA

 

Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

Reply

Proud AAPL stock owner.

 

GOA

 

Get the lowdown on the coming collapse:  http://www.cbo.gov/publication/45010

Reply
post #21 of 60
Yep that thar iPad just a big iPhone, iPod Touch don't got enuff (or eny reglar USB) ports, don 't got no BlooRay, don't got HDMI, don't got no fizzical keyboard.

Yep major FAIL on that thang. Apple sure blew it. Ain't no demand fer such a dumb dee-vise. Yep That thar HP Slate, n that thar COORIER, n That nice lil ol' WeePad made over thar in Ger-Many.

Yep. Apple.FAIL-FAIL-FAIL-FAIL!


This has been a test of the AI emergency sarcasm system. If actual sarcasm was required you would have been temporarily redirected to Gizmodo for the duration of the emergency. Once the need for sarcasm was over you would be returned to your regularly scheduled AI thread.
post #22 of 60
Downtown Portland OR store was sold out this weekend. I was told they sell out their stock every day.
post #23 of 60
Quote:
Originally Posted by SpamSandwich View Post

I think you need to factor in a decelerating sales curve after the initial release. My non-scientific guess is they'll sell about a million units shortly after the 3Gs are released.

I wouldn't dismiss sunday sales like DaveGee did.

But beyond that how much of a decelerating sales curve will there really be? Certainly there is the initial pent up demand that had to be filled the first few days. But after that, do the sales really decline or do these things sell themselves. Everyone I've shown ours to wants one. And I've also already found unexpected places we could use them in our company. I suspect we'll soon be ordering one with a keyboard dock to fill one of those needs.
post #24 of 60
Quote:
Originally Posted by SpamSandwich View Post

I think you need to factor in a decelerating sales curve after the initial release. My non-scientific guess is they'll sell about a million units shortly after the 3Gs are released.

Well I did say that they need to MAINTAIN an average of 1141/per hour (where they are now @ 2083 per) so while not scientific it's just over HALF their current sales rate....

AND we have 3G sales to come and THEN International sales... so maintaing 1141 sales per hour shouldn't be that hard I'd imagine... and even if it is... 600 sales per hour would sell what 5m after the 1st year?
Apple Fanboy: Anyone who started liking Apple before I did!
Reply
Apple Fanboy: Anyone who started liking Apple before I did!
Reply
post #25 of 60
Quote:
Originally Posted by masternav View Post


this has been a test of the ai emergency sarcasm system. If actual sarcasm was required you would have been temporarily redirected to gizmodo for the duration of the emergency. Once the need for sarcasm was over you would be returned to your regularly scheduled ai thread.

-- lol --
post #26 of 60
Quote:
Originally Posted by iPhoneCoder View Post

I agree and also have a 3G unit on order (64g).

Add me too (64GB).
post #27 of 60
Quote:
Originally Posted by nautilus. View Post

I wonder how many of the sales are from people who originally planned to get the 3G, but couldn't control themselves.

The only thing that saved me from doing just that, is that it is not available here at all yet
post #28 of 60
Quote:
Originally Posted by masternav View Post

Yep that thar iPad just a big iPhone, iPod Touch don't got enuff (or eny reglar USB) ports, don 't got no BlooRay, don't got HDMI, don't got no fizzical keyboard.

Yep major FAIL on that thang. Apple sure blew it. Ain't no demand fer such a dumb dee-vise. Yep That thar HP Slate, n that thar COORIER, n That nice lil ol' WeePad made over thar in Ger-Many.

Yep. Apple.FAIL-FAIL-FAIL-FAIL!

Genius! You should make a country song out of this! You'll make a bundle.
post #29 of 60
Quote:
Originally Posted by whiteking View Post

Apple'products are always best-selling. I heard ipad price in China is twice as high in United States. So cool!

But it's not Apple that's making that extra profit.\
post #30 of 60
Quote:
Originally Posted by TBell View Post

3G could be more popular. It will offer more uses, like a sweet GPS unit.

I am more interested in the GPS than the 3G.
post #31 of 60
I ordered two 3G 64 Gb iPads and am checking my order several times a day hoping it would finally ship.
post #32 of 60
I'd just like to know when the 3G is hitting stores. I have a business trip at the end of the month, and I'm planning on leaving the MacBook Pro at home and just taking the iPad.

I'm pretty up on what the limitations are, but I believe it will do everything I need it to do for the duration of the trip.
post #33 of 60
Quote:
Originally Posted by whiteking View Post

Apple'products are always best-selling. I heard ipad price in China is twice as high in United States. So cool!

The first couple of days there were people in Moscow who brought 30 ipads each with them. No surprises there, though, since they sold them...are you ready... $2,200 a piece!
post #34 of 60
I just know if I buy one without, I am going to end up stuck somewhere for a few hours/days that doesn't have wifi and I would be kicking myself if I didn't cough up the extra $130. This happens all the time with the laptop I have now. It is one of the reasons I want an iPad.

That being said, if the places I am stuck don't have AT&T coverage, the joke will be on me.

I think the big win with the iPad for me are:
  • battery life. When I am on a road trip, car camping, traveling, this thing will be great for surfing, game play, email, etc.
  • instant on. I would check email, facebook, etc more often if I didn't always have to wait for my PC to wake/boot. Even waking from sleep takes a minute or so to get to the browser. I have used friend's iPod touches. You just fire them up and they go.
  • apps for my daughter. It looks like there are some great apps for kids out there. I think she will have a lot of fun with it. More than she has with a mouse and keyboard on a PC.
  • consuming content. From netflix to streaming video from espn, abc, nbc, etc. I think I will be much more likely to watch from an iPad than from my laptop. Especially when commuting, travelling etc.

I spent a little time at an apple store last week playing with one. I will probably play with one at a store again this week. I am not in a rush and the 3g units aren't out anyway.

I think I will also end up reading e-books on it. Does anyone know if the o'reilly books will be available? It would be great to have all of my programming reference manuals on this...
post #35 of 60
Quote:
Originally Posted by 8CoreWhore View Post

I think analysts will be surprised by how many people are waiting for the 3G model.

I bought the 16 GB model just to use until my 3G model arrives with 64 GB. Everyone I know is going to buy the 3G model. I think they have it backwards. We all want it connected to the internet via mobile 3G. That's the hot item to watch.

MacBook Pro | iPad (3rd gen)
Samsung Galaxy Note

Reply

MacBook Pro | iPad (3rd gen)
Samsung Galaxy Note

Reply
post #36 of 60
Take a trip out to jordan creek mall in west des moines. I asked a dude while playing with one over the weekend (yes, it's the second time I've been to the store to play with it) and he said they had plenty.

Maybe they'll mail one out if you buy over the phone?
post #37 of 60
$130 is a bargain to get the 3G+GPS capability. It will be more than made up when traveling. Hotel rates can run up to $10/day. Before I get on a long flight I can download newspapers using 3G.

The real bargain is if Apple is able to get 30 Euros/month in the EU and other countries. I can use it to make Skype calls and use GPS. The rates are too hi with the iPhone. With version 4, Skype can stay resident and take calls too.
post #38 of 60
Quote:
Originally Posted by SpamSandwich View Post

I think you need to factor in a decelerating sales curve after the initial release. My non-scientific guess is they'll sell about a million units shortly after the 3Gs are released.

You should factor in that this is not the way it normally works for a successful product. The early adopters are typically far smaller in number than mass adopters. The pattern you describe is for a failed product. If the iPad is to succeed, sales will have to accelerate, not the opposite. See: iPhone and iPod.
Please don't be insane.
Reply
Please don't be insane.
Reply
post #39 of 60
Quote:
Originally Posted by TBell View Post

3G could be more popular. It will offer more uses, like a sweet GPS unit.

The WiFi-only version also has gps.

Never mind; misread ambiguous spec.
post #40 of 60
Over at my workplace Crywolf in San Diego, we all three WiFi models in stock. I would check at your local Apple Specialist on the off chance they have them. Not all Apple Specialists were accepted to sell them, but the few who were may have stock.
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: Current Mac Hardware
AppleInsider › Forums › Mac Hardware › Current Mac Hardware › Week two: Apple stores still finding it tough to keep iPad in stock