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Suppliers indicate Apple will ship as many as 14M iPads next quarter

post #1 of 38
Thread Starter 
Apple is set to dramatically boost shipments of the iPad 2 next quarter, with overseas suppliers indicating the total number of units shipped will be between 12 million and 14 million.

Citing unnamed "market watchers," DigiTimes, known for its sources in Apple's supply chain in the Far East, reported on Thursday that shipments of between 12 million and 14 million units iPad 2 units will come in the third quarter of calendar 2011. That would be a large increase from the 7 million to 9 million units expected to be shipped this quarter.

The report said that Apple is now "more aggressive" placing orders for the iPad 2. Apple is said to have been "piling up inventory" of components like touchscreen panels in order to minimize the potential of a shortage.

Apple's upstream component suppliers are expected to receive a windfall from Apple's allegedly increased orders heading into the next three-month span of 2011. Those suppliers include LG Display, Catcher Technology, TPK Holdings, and Radiant Opto-Electronics Corporation.

If Apple were to ship 14 million iPad 2 units in the next quarter, it would be a number nearly three times greater than the 4.69 million units sold by Apple in its March quarter. That number was considered by Wall Street to be a mild disappointment.

Apple experienced constrained supplies and overwhelming demand when the iPad 2 went on sale in March. At the time, Apple Chief Operating Officer Tim Cook characterized Apple's predicament as "the mother of all backlogs."



But he also expressed confidence that his company would be able to resolve its component issues and meet consumer demand for the iPad 2. In fact, Apple's appetite for tablet components is so large it is expected to hurt competitors looking to enter the market with their own devices.

Earlier this month, Apple revealed that sales of the iPad lineup had reached the milestone of 25 million in just 14 months. That meant Apple had sold at least 5.52 million iPads in the first two months of the June quarter, putting Apple on track to sell more than 8 million units in the three-month frame. And that 8 million figure would fall right in the window of between 7 million and 9 million that industry sources provided DigiTimes.
post #2 of 38
Quote:
Originally Posted by AppleInsider View Post

Apple is set to dramatically boost shipments of the iPad 2 next quarter, with overseas suppliers indicating the total number of units shipped will be between 12 million and 14 million.

Holy mother of crap - that's an insane ramp-up for a completely new product in a completely new category.
post #3 of 38
Quote:
Originally Posted by cloudgazer View Post

Holy mother of crap - that's an insane ramp-up for a completely new product in a completely new category.

It will be judged sane if they sell them all.
post #4 of 38
While Apple is trying to figure out how to get the world to build more of these, competitors are trying to figure out how to get the world to buy more of these. What a contrast.
Apple has no competition. Every commercial product which competes directly with an Apple product gives the distinct impression that, Where it is original, it is not good, and where it is good, it...
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Apple has no competition. Every commercial product which competes directly with an Apple product gives the distinct impression that, Where it is original, it is not good, and where it is good, it...
Reply
post #5 of 38
I love Appleinsider, but this post has too many errors in it.
Can the author please proof read it so it's more accurate?
I know the subject and information is mostly accurate, but I expect more from you guys.
Thanks!
post #6 of 38
Quote:
Originally Posted by trapezoidboy View Post

I love Appleinsider, but this post has too many errors in it.
Can the author please proof read it so it's more accurate?
I know the subject and information is mostly accurate, but I expect more from you guys.
Thanks!

Oh... c'mon! How would I know that I'm on AppleInsider if there weren't any errors?!

j/k
Hmmmmmm...
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Hmmmmmm...
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post #7 of 38
They forgot to mention Samsung's windfall ... oh wait a minute ...
From Apple ][ - to new Mac Pro I've used them all.
Long on AAPL so biased
"Google doesn't sell you anything, they just sell you!"
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From Apple ][ - to new Mac Pro I've used them all.
Long on AAPL so biased
"Google doesn't sell you anything, they just sell you!"
Reply
post #8 of 38
I can just see the boardroom meetings at Motorola, HP and RIM... the gnashing of teeth, the pulling of hair, faces getting redder as blood pressure rises... it must be tough to be in tech these days...
Hmmmmmm...
Reply
Hmmmmmm...
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post #9 of 38
In retaliation, HTC, HP, Samsung and Motorola set to dramatically boost stockroom inventory with iPad2 competitors next quarter, with overseas suppliers indicating the total number of units sent from the factory will be in the millions.
post #10 of 38
Quote:
Originally Posted by quinney View Post

It will be judged sane if they sell them all.

If nothing else they will have plenty for the holiday season next quarter. Don't forget that students prepping for college will be buying lots of these. In the end I don't see a problem for Apple.
post #11 of 38
Quote:
Originally Posted by island hermit View Post

I can just see the boardroom meetings at Motorola, HP and RIM... the gnashing of teeth, the pulling of hair, faces getting redder as blood pressure rises... it must be tough to be in tech these days...

Heh - that makes me think that needs to be another Hitler reaction video, Hitler reacting to sales forecasts for the new Nazi volkstablet perhaps?
post #12 of 38
Quote:
Originally Posted by island hermit View Post

Oh... c'mon! How would I know that I'm on AppleInsider if there weren't any errors?!

j/k

I suppose you are correct ;-) LOL!
post #13 of 38
Why? Because Apple needs ethical competition, that isn't Google. I had hopes for RIM and Playbook but they have obviously bungled that project.

In HP's case WebOS is really nice, it is the hardware that shard to digest. It is interesting though that this is another device getting bad marks for it's flash support. Looks like Steve was right about flash as all mobile systems are failing here.

Quote:
Originally Posted by island hermit View Post

I can just see the boardroom meetings at Motorola, HP and RIM... the gnashing of teeth, the pulling of hair, faces getting redder as blood pressure rises... it must be tough to be in tech these days...
post #14 of 38
QVC steps up sales? of HP Tablet
Ships 7/15 HP TouchPad 32GB Wi-Fi Touchstone Dock & Case
Retail Value: $729.00
QVC Price: $709.00
Featured Price: $659.00
post #15 of 38
Quote:
Originally Posted by wizard69 View Post

Why? Because Apple needs ethical competition, that isn't Google. I had hopes for RIM and Playbook but they have obviously bungled that project.

In HP's case WebOS is really nice, it is the hardware that shard to digest. It is interesting though that this is another device getting bad marks for it's flash support. Looks like Steve was right about flash as all mobile systems are failing here.

You can't compete when you look exactly the same as the competition. People not going to buy TouchPad just because it's not Apple. General public sees Apple as innovator, even if all nerds hate Apple and swear that Android and webOS are original.
Apple had me at scrolling
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Apple had me at scrolling
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post #16 of 38
Quote:
Originally Posted by wizard69 View Post

Why? Because Apple needs ethical competition, that isn't Google. I had hopes for RIM and Playbook but they have obviously bungled that project.

I'm not sure that they really do, look at the iPod market, they haven't had meaningful competition there for years, but they still keep updating the Touch, they still keep prices low and they still keep the platform relevant.

Apple's main competitor in the iPod market is the iPhone.
post #17 of 38
Quote:
Originally Posted by cloudgazer View Post

I'm not sure that they really do, look at the iPod market, they haven't had meaningful competition there for years, but they still keep updating the Touch, they still keep prices low and they still keep the platform relevant.

Apple's main competitor in the iPod market is the iPhone.

Agreed, Apple doesn't need others to compete with. They are driven to better at whatever they do regardless, even at the expense of existing products they make. That is what sets Apple apart.
From Apple ][ - to new Mac Pro I've used them all.
Long on AAPL so biased
"Google doesn't sell you anything, they just sell you!"
Reply
From Apple ][ - to new Mac Pro I've used them all.
Long on AAPL so biased
"Google doesn't sell you anything, they just sell you!"
Reply
post #18 of 38
Quote:
Originally Posted by cloudgazer View Post

I'm not sure that they really do, look at the iPod market, they haven't had meaningful competition there for years, but they still keep updating the Touch, they still keep prices low and they still keep the platform relevant.

Apple's main competitor in the iPod market is the iPhone.

... and I think that Apple will bring the iPad to the next level with v.3... while the others are still struggling to get to the first level.

v. 2 was basically a refinement of v.1 but v.3 will again show Apple's innovation abilities...

... even without meaningful competition in that space.

imho, of course...
Hmmmmmm...
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Hmmmmmm...
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post #19 of 38
One thing I've noticed is that you *never* see refurbished iPad 2's in the UK Apple Store web site.

I've been looking for ages.

Many of the most important software concepts were invented in the 70s and forgotten in the 80s.

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Many of the most important software concepts were invented in the 70s and forgotten in the 80s.

Reply
post #20 of 38
Quote:
Originally Posted by wizard69 View Post

Why? Because Apple needs ethical competition, that isn't Google. I had hopes for RIM and Playbook but they have obviously bungled that project.

In HP's case WebOS is really nice, it is the hardware that shard to digest. It is interesting though that this is another device getting bad marks for it's flash support. Looks like Steve was right about flash as all mobile systems are failing here.

I agree and there are a lot of nice things I think Palm/HP got right with webOS especially in tablet functionality but even so their tablet will most likely be a failure. Would be nice if Apple used some of that innovative competition to improve the iPad version of iOS.
post #21 of 38
Quote:
Originally Posted by AppleInsider View Post

Apple's appetite for tablet components is so large it is expected to hurt competitors looking to enter the market with their own devices.

Must be a typo. Should read:

Apple's appetite for tablet components is so large it is expected to help competitors looking to enter the market with their own pathetic devices which they can't sell anyhow. An unsellable iPad wannabe device not produced is an unnecessary expense avoided.


Quote:
Originally Posted by island hermit View Post

I can just see the boardroom meetings at Motorola, HP and RIM... the gnashing of teeth, the pulling of hair, faces getting redder as blood pressure rises... it must be tough to be in tech these days...

Naw they're all collectively breathing a sigh of relief, because now they've got an excuse for shareholders why they're not producing widgets they can't sell anyhow. Saves them a bigger embarrassment later on, and they know it!
post #22 of 38
Quote:
Originally Posted by island hermit View Post

... and I think that Apple will bring the iPad to the next level with v.3... while the others are still struggling to get to the first level.

v. 2 was basically a refinement of v.1 but v.3 will again show Apple's innovation abilities...

... even without meaningful competition in that space.

imho, of course...

Yeh, I'm expecting a significant resolution bump in the iPad-3, maybe even all the way to retina, though that might put unreasonable demands on the GPU, so maybe not.

Other than that it's hard to see what the device needs, it's amazingly mature for something so new.
post #23 of 38
IBM is offering staff discounts on buying Macs

http://www.theregister.co.uk/2011/06...taff_get_macs/

This must be an iPad halo effect surely?
post #24 of 38
Quote:
Originally Posted by cloudgazer View Post

IBM is offering staff discounts on buying Macs

http://www.theregister.co.uk/2011/06...taff_get_macs/

This must be an iPad halo effect surely?

You gonna believe anything this guy has to say about business and technology?

Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #25 of 38
Quote:
Originally Posted by solipsism View Post

You gonna believe anything this guy has to say about business and technology?


He has honest eyes, and that is clearly an authentic moustache.
post #26 of 38
Quote:
Originally Posted by cloudgazer View Post

Yeh, I'm expecting a significant resolution bump in the iPad-3, maybe even all the way to retina, though that might put unreasonable demands on the GPU, so maybe not.

Other than that it's hard to see what the device needs, it's amazingly mature for something so new.

Hardware-wise the iPad is near perfect. I think there's a lot of things Apple could do to improve the iPad software though.

I want to see better functionality in the iPad OS or more separation of it from the iPhone version of iOS. With iOS 5 there are already some things separating the two iOSs but I'd like to see more OS X functionality available in the iPad like Mission Control for multitasking and Dashboard for widgets.
post #27 of 38
Quote:
Originally Posted by blackbook View Post

Hardware-wise the iPad is near perfect. I think there's a lot of things Apple could do to improve the iPad software though.

I want to see better functionality in the iPad OS or more separation of it from the iPhone version of iOS. With iOS 5 there are already some things separating the two iOSs but I'd like to see more OS X functionality available in the iPad like Mission Control for multitasking and Dashboard for widgets.

I'm very unconvinced that those are good features to stick on a portable device where battery life is an issue. Other than playing music while doing other stuff it's hard to see a big need for pre-emptive multi-tasking as opposed to fast app switching and push notifications.
post #28 of 38
Quote:
Originally Posted by cloudgazer View Post

I'm very unconvinced that those are good features to stick on a portable device where battery life is an issue. Other than playing music while doing other stuff it's hard to see a big need for pre-emptive multi-tasking as opposed to fast app switching and push notifications.

The current App Switcher looks really cheesy on the iPad's large screen. The iPad could use something more substantial for App Switching. Apple didn't put widgets in the iPad's Notification Center so maybe we'll see a Dashboard for iPad in the future.
post #29 of 38
nice try

another windoze centric troll opinion, i.e. its "too simple" concealed as "more substantial" geeks don't like easy to use simple software because they have nothing to fill the long periods of time they spend alone without a gal to keep em company, so they need complicated bloated command line like interface to give em a sense of purpose in their puny lives, oh and IOS5 will have simple swipe to navigate between apps, and its already in beta



lol

Quote:
Originally Posted by blackbook View Post

The current App Switcher looks really cheesy on the iPad's large screen. The iPad could use something more substantial for App Switching. Apple didn't put widgets in the iPad's Notification Center so maybe we'll see a Dashboard for iPad in the future.

Originally by Rickers - 2014 : Cook & will bury Apple.  They can only ride Steve's ghost so long.



 Originally Posted by  thataveragejoe :  Next week  Korea Times, "I'm gay too"-Samsung



 



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Originally by Rickers - 2014 : Cook & will bury Apple.  They can only ride Steve's ghost so long.



 Originally Posted by  thataveragejoe :  Next week  Korea Times, "I'm gay too"-Samsung



 



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post #30 of 38
Quote:
Originally Posted by Paul94544 View Post

nice try

another windoze centric troll opinion, i.e. its "too simple" concealed as "more substantial" geeks don't like easy to use simple software because they have nothing to fill the long periods of time they spend alone without a gal to keep em company, so they need complicated bloated command line like interface to give em a sense of purpose in their puny lives, oh and IOS5 will have simple swipe to navigate between apps, and its already in beta



lol

The new swipe feature is nice but you still can't see all the apps and documents that you're working on at once, like you can with Mission Control. I don't expect a "Windows" like experience at all. I'm suggesting they add an OS X feature to increase the functionality of the iPad. Is that a bad thing? At least I'm not asking for a Finder-esque file system like some here want for the iPad...
post #31 of 38
Quote:
Originally Posted by blackbook View Post

The new swipe feature is nice but you still can't see all the apps and documents that you're working on at once, like you can with Mission Control. I don't expect a "Windows" like experience at all. I'm suggesting they add an OS X feature to increase the functionality of the iPad. Is that a bad thing? At least I'm not asking for a Finder-esque file system like some here want for the iPad...

I don't think your request is unreasonable but I do wonder how important it is when I consider over features people want and the standard user base.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #32 of 38
Quote:
Originally Posted by solipsism View Post

I don't think your request is unreasonable but I do wonder how important it is when I consider over features people want and the standard user base.

Yeah there probably are other more important features Apple could add. The multitasking and Dashboard are features I'd personally like to see. Only other feature I could imagine the standard user base wanting would be Flash Support but I can't see the demand for that being that high.
post #33 of 38
Quote:
Originally Posted by blackbook View Post

Yeah there probably are other more important features Apple could add. The multitasking and Dashboard are features I'd personally like to see. Only other feature I could imagine the standard user base wanting would be Flash Support but I can't see the demand for that being that high.

Note that Lion's Mission Control shows the windows and desktops (and fullscreen apps as a desktop) but they've removed, by default, the little indicator lightl below an app in the Dock showing you which apps are open and which are closed. They've also added (and emphasized a lot at WWDC 2011 sessions) many features for creating a saved state for apps. They want you move from app to app without thinking whether it was previously running in RAM or not.

This will be easier to grasp for Switchers coming right to Lion but old-school and power users will likely have trouble adapting. Not a big deal to Apple as we will die out. At least you can add the indicator light back and reverse the scrolling in System Preferences, but that is the future of Mac OS.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #34 of 38
Quote:
Originally Posted by solipsism View Post

This will be easier to grasp for Switchers coming right to Lion but old-school and power users will likely have trouble adapting. Not a big deal to Apple as we will die out. At least you can add the indicator light back and reverse the scrolling in System Preferences, but that is the future of Mac OS.

Presumably once we see SSD storage the time for an App to re-instantiate will drop so low that we won't even be able to tell which Apps are and aren't running in most cases. The only time it should really matter is if the app is using significant CPU even when there's no user interaction.
post #35 of 38
Quote:
Originally Posted by solipsism View Post

Note that Lion's Mission Control shows the windows and desktops (and fullscreen apps as a desktop) but they've removed, by default, the little indicator lightl below an app in the Dock showing you which apps are open and which are closed. They've also added (and emphasized a lot at WWDC 2011 sessions) many features for creating a saved state for apps. They want you move from app to app without thinking whether it was previously running in RAM or not.

This will be easier to grasp for Switchers coming right to Lion but old-school and power users will likely have trouble adapting. Not a big deal to Apple as we will die out. At least you can add the indicator light back and reverse the scrolling in System Preferences, but that is the future of Mac OS.

That whole system seems very iOS like, to me. It'd be perfect on the iPad

But personally I don't think I'd like it on my MacBook I'll probably switch to the old settings.
post #36 of 38
Quote:
Originally Posted by cloudgazer View Post

Presumably once we see SSD storage the time for an App to re-instantiate will drop so low that we won't even be able to tell which Apps are and aren't running in most cases. The only time it should really matter is if the app is using significant CPU even when there's no user interaction.

I think that is the where the puck will be. For example, with my Intel X25 G2 MLC SSD iTunes, Mail and Safari open in 1 bounce, Garageband in 2 bounces, and Xcode in 4 bounces. That SSD isn't that slow but there have been a whole slew of new SSD controllers that are faster, not to mention SATA III, which my machine doesn't have, and SSD card to OS optimization like in the MBAs.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #37 of 38
Quote:
Originally Posted by blackbook View Post

That whole system seems very iOS like, to me. It'd be perfect on the iPad

But personally I don't think I'd like it on my MacBook I'll probably switch to the old settings.

I'd at least give the new scrolling direction a go. Give it 3 days. I hated it at first but then I realized that the new way offers advantages. Instead of focusing on the mouse pointer for two finger scrolling I now focus on the windowed content.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
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post #38 of 38
Correct me if I'm wrong but sales of the iPad 1 topped out somewhere between 7-9 million units, sold in the first year between 9-12 months of shipping. But basically when they reached the 9 month mark they sold roughly 7 million iPad1's.

If this article is to be believed then about 1.5 years after the iPad first shipped Apple is about to increase production and sales 6 fold. How long could this ramp last? Is it even remotely possible that Apple could increase it another 6x in the next 1.5 years? =)

Regardless, very impressive. I'll be happy as anyone if this proves true.
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