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"It's only a matter of time before iPad shipments exceed iPhone shipments," argues Needham's...
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Thursday, July 12, 2012, 12:11 PM ET"It's only a matter of time before iPad shipments exceed iPhone shipments," argues Needham's Charlie Wolf. iPhone sales exceeded iPad (AAPL) sales by nearly a 3:1 margin (35.1M to 11.8M) in the March quarter, but Wolf sees that ratio narrowing to 1.35:1 in the June quarter (27M to 20M). An iPad Mini could speed up the crossover point. While PC sales flatline, tablet forecasts continue to shoot higher: Credit Suisse recently hiked its 2012 forecast to 110M units, and its 2013 forecast to 169.7M.
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This news story has 7 comments:
We will then probably have to say ......"Klaatu Barada Nikto" or some such password to get it to deign to talk to us mere mortals. (Or maybe........ Steve Barada Nikto? oo...oo...oo...oo...as in Twilight Zone).
Are they already perfected time travel?
When I am at home or office, laptops serve all my needs. When I am away from home or office, my smartphone pretty much serves all my needs. Whatever I could not do on the road can wait until I get home.
I believe smartphone market will grow much faster than tablet, especially with the variety of sizes available with Android phones.
. . . at least the mini-pad that has voice capability
You can leave your mp in your pocket and talk via bluetooth
I'm kinda like Odin, not sure I see the need for the iPad with my laptop at home (and I like keyboards) and my iphone mobile, that's all I need right now. I don't see the need another (expensive) device.
Although . . . I love AAPL stock and wish everyone would buy as much apple gear as they can.
Mini-pads, that is no voice capability hence "pad", will cannibalize those who solely use their iPhones for data access and not voice and want a still portable but somewhat larger display. How much of the market they make up I can't say.