“Credit Suisse First Boston raised estimates on Apple Computer after a trip to Taiwan and after completing checks with key component suppliers. CSFB said, ‘We believe both iPod and Mac demand are tracking above normal seasonal calendar first-quarter patterns.’ The research firm said checks show sales of the iPod shuffle device are trending above its initial expectation of 500,000 units, and CSFB now expect shipments of 1.5 million units in the quarter. CSFB also expects Apple to ship 4.2 million hard-disk-drive-based iPods ‘as the company has secured capacity to meet growing international demand,'” Forbes reports.
“CSFB raised the quarterly shipping estimate on the Mac mini to 150,000 units from 100,000, and expects total Mac units shipping in the fiscal second quarter to rise 35% year-over-year (15% excluding the Mac mini), above the research firm’s PC industry growth estimate of 10%,” Forbes reports. “CSFB raised the fiscal second-quarter 2005 estimate on Apple to earnings of 25 cents per share on revenue of $3.2 billion, up from earnings of 20 cents on revenue of $2.9 billion.”
Full article here.
MacDailyNews Note: Mac mini unit sales for the current quarter are constrained as Apple ramps up from various reports. Estimates on the high end for Mac mini unit shipments are around 250,000 units for the quarter. The real story of the Mac mini won’t actually become clear until later in the year.
Related MacDailyNews articles:
BofA analyst: Mac mini likely to significantly strengthen Apple’s market share – March 14, 2005
Apple’s Australian Mac sales surge a massive 49.1 per cent, share jumps from 3 to 4.1 per cent – February 21, 2005
Apple’s Mac is not doomed to small market share forever; the ‘Ignorance Lag’ is ending – February 11, 2005
Analyst: Apple Mac worldwide market share could increase to 4.5 percent by end of 2006 – January 24, 2005
Mac mini is going to dramatically improve Apple’s share in the personal computer market – January 23, 2005
Apple shows strong Mac shipment growth, market share gains in fourth quarter 2004 – January 19, 2005
Report: Apple gained significant market share of computer industry during past quarter – January 12, 2005
I know mine is still backordered (1.42, bluetooth/wireless)..
Yessssss, that’s my Apple. Yesssss. Of course I told you they could do it! It’s about time, my friends. Yessssss. Those smelly backsides at Dell had better watch out. I see Dell stock dropping over the next year faster than a boxer’s testicles. But hey, that’s just me. No, seriously, I mean it. Dell and H-P will be also rans in the very near future . . .
FOR ME TO POOP ON!!!
ah.. the funny thing about .. what was it..Napster bringing down Apple’s stock price??
I think we’d all like to know how many Mac mini’s have been bought by former PC owners (rather than Mac upgraders)
Talk about “Market-Share”…WOOHOO !
Only 5 million iPods this quarter? Gorog is right. Steve Jobs really must be scared of Napster to Go. Scared that it will collapse and open the door to an anti trust suit once Apple has no competitors left.
Maybe Steve will do what Bill Gates did with Apple and invest money in Napster to keep it afloat.
I’m so pleased … and happy … and contented.
At long last!
What I’m surprised about is that hard drive ipods are still selling at a healthy rate given that the shuffle is now available.
If Apple are selling 4.5 million HD pods in the slowest quarter of the year, they could be well on their way to selling 30 million for the whole year. That would be unbelievable. Plus add on Shuffle sales and you’re looking at a huge wad of cash.
I don’t know about 30 million iPods this year, but maybe 20 mil. That estimate said 4.2 million HD-based and 1.5 million shuffles. It’s anybody’s guess but I think the 1.5 mil for the shuffle represented a lot of pent-up demand; I’d be (pleasantly) surprised to see that kind of volume consistently for the rest of the year but I doubt it. Barring any more new models launched this year, my totally unscientific prediction is a max of 18 million HD models and 4 million shuffles this year.
I think that the sales of shuffles will only increase as Samsung ramps up supplies of flash memory and, more importantly, Apple gets its distribution and marketing up and running in the countries (especially in Asia) where it was not really present in the computer market.
Worldwide, the market for flash based players is a lot bigger than the HD market.