Comments on: Analyst: iPad cannibalization concerns called ‘overblown’; nearly half of iPad mini sales are to new customers

By: silverhawk1

silverhawk1 — Mon, 17 Dec 2012 21:17:27 +0000

I’ve got a mini, the spousal unit has a iPad 3. Bite me analyst.

By: ken1w

ken1w — Mon, 17 Dec 2012 19:52:46 +0000

Even if iPad mini customers are NEW customers, that’s still “cannibalization.” They may have purchased one of the other iPad models otherwise… However, I don’t see the problem either way. They are still buying an iPad instead of something else, and Apple’s profit margin on iPad mini is likely to be just as good as on the bigger (Retina) iPad. And because the entry price is now $329 instead of $399 (for iPad 2), Apple is likely to have more customers for iPad.

Obviously, most customers consider an iPad mini at $329 to be a “better value” compared to a $199 tablet from Amazon or Google.

By: Raymond

Raymond — Mon, 17 Dec 2012 19:02:27 +0000

If Apple releases a larger iPhone screen , I am sure Shamesuck must die . More new customers to come .

By: Bongo

Bongo — Mon, 17 Dec 2012 18:44:32 +0000

That’s a great point. A LOT more people will be upgrading from iPad Mini 1 to 2 than iPad 3/4 to 5. There will be a much bigger leap with the iPad Mini. End result? More sales, more profit for Apple.

By: trondude

trondude — Mon, 17 Dec 2012 18:39:22 +0000

I think Apple doesn’t give a rat’s ass what these ‘anal-retentiveyst’s’ say or do….they are selling like hotcakes. And Apple certainly doesn’t need to worry about cannibalization.

By: botvinnik

botvinnik — Mon, 17 Dec 2012 18:38:30 +0000

…survey SAYS!!: analysts are crap!

(the number one answer)

By: ApplePi

ApplePi — Mon, 17 Dec 2012 18:25:01 +0000

So what if they’re cannibalizing the bigger iPad!!! People will be more likely to buy a new one next year if they’re not shelling out $500 – $800 each time.

By: Ballmer's left nut

Ballmer's left nut — Mon, 17 Dec 2012 18:23:40 +0000

The bigger question is: Do you want to be a cannibal or do you want to be roadkill?

To the extent that Apple is selling more units and in the process broadening its user base, this has to be a good thing – embrace, extend and extinguish. For every customer buying an iPad mini, that is a customer locked into the Apple ecosystem and by definition locked out of the Android platform.

Apple is not only extending the iPad line but also pushing the Nexus line to the margins. This is the only way to achieve king of the hill status and deny Android bragging rights over how many tablets have been sold over the Christmas quarter.

By: peterblood71

peterblood71 — Mon, 17 Dec 2012 18:21:07 +0000

It’s the “20% of any crowd are total losers” rule (which I just made up).

By: don jon

don jon — Mon, 17 Dec 2012 17:54:10 +0000

Cannibalisation is GOOD!!!! It happened with the iPod mini and the iPod; it happened with the iPhone and the iPod; it happened with the iPad and the netbook/laptop … and now it will happen with the iPad mini and iPad!!!

All that is important is that Apple is selling products that people want … in tech cannibalisation is bound to happen … the only important thing is that it is Apple that is doing it and not someone else! … Put another way if people prefer the 7inch form factor then if Apple didn’t build one someone else would … so the cannibalisation is going to happen anyway.

Only a moron thinks that you can avoid cannibalisation by NOT offering the product people want, but by forcing them to buy something that is not ideal for their needs.

As long as the total iPad sales continue to grow things are OK … if they start to stagnate then either the market is saturating or there is a problem … haven’t seen this happen yet.

All the best MDN, and keep up the good work

By: rdiddly

rdiddly — Mon, 17 Dec 2012 17:43:09 +0000

What’s up with the other 19%?

By: Raymond

Raymond — Mon, 17 Dec 2012 17:41:08 +0000

These analysts are bull ?