Originally Posted by Stourque
Adamsky sees the global market at 50 million units and apple to supply 28 million of those?
That does seem like a low ball number and frankly Apple is already shipping that number mire or less. IPad 2 is a very significant upgrade thus I believe sales will start out strong and remain so for some time. By the way I believe a lot more than 20% will upgrade, especially after seeing the performance improvements. Then you have all the people that really liked iPad 1 but where put off by it's limitations, limitations that are largely gone now.
Does he actually think some else will supply 22 million? Whoa, shakin my head in disbelief. He certainly has a lot more faith in these other mystery suppliers than I do. (he must be referring to units shipped)
Well Android is a failure here but that doesn't mean that HP might not pull a rabitvout of the hat. Even if HP's tablet is technically good it will likely take them a good portion of a year to overcome inertia. Plus there is the issue of infrastructure. given all of that I have to agree Apples percentage of sales will remain significant through out 2011.
On an annual basis Apple is apparently doing well over 24 million so where this low ball number comes from is a puzzle. Especially considering the vastly improved nature of iPad2. They could be selling 750,000 a week for some time.
By the way these numbers are huge. Not many can claim the sale of that many computers a month, that is for one model.