“Apple will have sold more than 37m iPods by the end of the year, putting it in a position where it really can start enjoying the much-vaunted halo effect that will boost its share of the computer market,” Tony Smith writes for The Channel Register. “So claims senior Piper Jaffray analyst Gene Munster, according to a Forbes report. ‘We expect the iPod to continue to be a foundation for growth in other parts of Apple’s business, and we expect that by the end of calendar 2005 more than 37m iPods will have shipped, providing Apple with a greater scope of awareness for various products,’ Munster told investors this week.”
Smith writes, “Munster’s figure represents overall iPod shipments to date. Apple hasn’t published such a figure thus far – it only began breaking out iPod unit sales when it published its Q4 FY2003 figures in October 2003, around two years after the iPod was launched. Apple’s published numbers for Q4 FY2003 and all subsequent quarters put the total to date at 27.249m, but that’s likely to be short by the three hundred-thousand units we estimate shipped between the device’s Q1 FY2002 launch and Q3 FY2003. Even so, that still leaves Apple needing to ship the best part of 10m iPods in the current quarter, if Munster’s target is to be achieved, which amounts to sequential unit-shipment growth of 46.5 per cent or thereabouts.”
“If Apple does take the iPod sales total to 37m or more, whether many go on to buy new Macs or not, plenty will increasingly turn to the iTunes Music Store for content, driving that aspect of the company’s business further. Munster himself has forecast Apple will have sold 1.365bn songs through ITMS by the end of 2006, allowing the content service to account for five per cent of Apple’s revenues next year,’ Smith writes.
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