“Upstream component suppliers for non-iPad tablet PCs have been gearing up their preparation of needed parts and components for models to be launched by brand vendors in the third quarter,” Yenting Chen and Steve Shen report for DigiTimes. “Shipments of iPads and non-iPad tablet PCs, excluding white-box models, are expected to top 21-22 million units in the third quarter, compared to 13.5-14.5 millions shipped in the second, according to industry source.”
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“Non-iPad branded vendors together are expected to take delivery of a total of 7-7.2 million tablet PCs from their contractors in the third quarter, up from 3-3.5 million units took in the second, added the sources,” Chen and Shen report. “Apple alone will take delivery of 14-15 million iPads from Foxconn Electronics (Hon Hai Precision Industry) in the third quarter compared to 10.5-11 million in the second.”
Chen and Shen report, “Shipments of tablet PCs to Amazon are expected to reach 1-1.2 million units by a conservative estimate in the third quarter.”
Read more in the full article here.
MacDailyNews Take: Who’s going to cobble together pretend iPads next, 7-Eleven?
[Thanks to MacDailyNews Reader “Fred Mertz” and “Lynn Weiler” for the heads up.]
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Time for the Walmart Tab.
That’s Wal-Tab to you, my friend ……
How ’bout Wal-Slab?
Wal-Tab? Sounds like something from the pharmacy section. A house brand of an over the counter cold remedy perhaps?
Though WalMart usually sells that under the “Equate” brand.
Wal-Tab™ is actually the Walgreen’s knock-off tablet. Wal-Mart sells the Great Value™ knock-off tablet.
Re MDN’s take. The 7-Eleven tablet which will run on Android Ice-Cream Sandwich will be called the Slurpee Xoom.
If it actually filled up my Big Gulp with Mt. Dew I mint buy it.
Slurpee Xoom, ssssssslurp, ugh, Brain Freeze!
1) Amazon presumably plans to partially subsidize their tablet, so they can sell it some quantity;
2) 7 million of non-Apple tablets for the quarter is totally made-up — way overestimated (almost every big producer has cut the plans, there is simply nothing to produce in such quantities — not even Samsung Galaxy Tab).
3) major part of DigiTimes always made up and contradicts to their previous made-ups; now they claim 10.5-11 million iPads for second quarter, while more realistic estimation is 7-8 million they “reported” recently.
I bet the number sold will be at least 11 million ipads. You are right, digitimes does spout from both sides of their mouths.
Apple sold 6 million iPads in the nine weeks of second calendar quarter.
Unless there is some outstanding growth in both demand and production happened, there is no way how temp of sales in the last three weeks of the quarter would all of sudden jump thrice comparing to prior nice weeks.
For now, reasonable estimation for iPad sales in second quarter would be up to eight million plus.
This is not just a case of outstanding growth in iPad demand. The demand was already in place since launch and Apple has been increasing production lines dramatically since March. They were selling close to 3 million a month in March and now have reached about 5 million a month, nearly meeting consumer demand (in some territories, not at all). To meet actual demand globally, they’d probably have to manufacture closer to 6 or 7 million a month and that might be a low figure. Filtering nonsense journalism and sorting through the more responsible tech news in addition to in store research has clearly indicated that Apple has unquestionably been playing catch up to a market that is, with multiple territory launches now, at 15 million 3rd quarter.
This number will increase to 17 or 18 million next quarter, not including the Christmas spike which was 6 million last year. Expect the iPad 2 to reach approximately 50 million in sales this year- they’ve sold 15 million in 4 months, having started with an abysmally low supply that yielded sales to only %40-%50 of the existing demand. More than %70 of the iPad 2’s sales will occur in the later part of its principal 12-month run, a period we are about to enter.
Digitimes not only spouts from both sides of their mouths, they do it from both ends of their digestive tract as well!
Amazon already does decent, not iPad but not Playbook either, business with the Kindle. I would assume that an Amazon tablet is just a more iPad-like upgrade to the Kindle line and will probably do well, especially when compared to non-iPad tablets, if it plays to the Kindle’s strengths and doesn’t make the tragic mistake of being an “iPad killer”.
Same game is played before earnings. AMZN earnings might be disappointing, so they come up with this to prop the stock.
If they report tepid earnings, it will be because they are spending for the future . They will never divulge how many kindles they have sold. I doubt they will release a tablet before december. All the way to december, it will be that the tablet is imminent.
In case they do release a tablet, they will never divulge the sales numbers same as the kindle.
So much for the kindle. Now all my ‘Literate-but-stuck-in-the-80’s’ friends will want the amazon tablet. Just wait til they get viruses on them. (sigh) Ya just can’t help some people.
Who’s going to cobble together pretend iPads next, 7-Eleven?
No, they’ll be selling the white-box tablets with a 7-11 brand sticker on it.
I’ve been saying for a while, the only company that has a hope of competing with Apple’s iPad is one that can sell content like Apple can. I think that’s Amazon.
I kind of agree. They have plenty of content and a pretty loyal fanbase (although they won’t tell us how many Kindle users). Where they will have trouble competing is with the OS and with price. If they are smart they will position it simply as a “consumption device” (just like the iPad- wink wink) and subsidize the price. Luckily, they aren’t particularly smart.
And why is Amazon not particular smart? Please inquiring minds want to know.