“Citing initial channel checks, analysts at Baird U.S. Equity Research are reporting that there appears to be muted demand for Apple Computer’s second-generation iPod nano so far, which could have negative implications for NAND flash pricing,” Slash Lane reports for AppleInsider. “‘We believe Apple did not meet its NAND flash order schedule this month,’ analyst Tristan Gerra wrote in a note to SanDisk investors on Monday.”
MacDailyNews Take: We believe just about anyone can call themselves an “analyst.”
Lane continues, quoting Gerra, “‘While it is difficult to assess the performance of the new nano product family as Apple retailers have been directed to not comment about the iPod’s sales performance, the initial feedback we are receiving from industry sources suggests nano volumes are not as strong as in the same period a year ago, which we do not view as a surprise given the new nano offering’s lack of new feature set besides higher density.'”
MacDailyNews Take: Lack of new feature set? Apple’s 2nd generation iPod nano offers a new aluminum case design which is a smaller, thinner and lighter design that comes in several new color choices, increased battery life to 24-hours, provides new Search and Quick Scroll features, new support for gapless playback, a compact USB power adapter which is nearly half the size of the previous iPod nano USB power adapter, along with offering more than twice the music capacity for the same price as the previous generation iPod nano.
Lane continues, “It should be noted that Gerra’s previous reports on Apple and its plans for the iPod nano were not particularly accurate. In July, the analyst backed other Wall Street analysts in saying Apple’s second-generation iPod nano would see an approximate 2-month delay that would prevent the players from making their way to market until some time this November.”
Full article here.
In a related article, AppleInsider reports, “Analysts for Citgroup on Monday said they expect Apple Computer to sell as many as 18.8 million iPods during the December quarter… Analyst Richard Gardner told clients in a research note on Monday [that] for the third calendar quarter ending September… He is modeling for sales of 9 million iPods during the quarter, including 5 million iPod nanos and 1 million iPod shuffles.”
Gardner also estimated iPod shipments for the fourth calendar quarter, writing, “we raised our iPod shipment estimate from 16.0M to 18.8M to reflect an increase in ‘nano’ shipments from 8.5M to 10.0M and an increase in ‘shuffle’ shipments from 2.5M to 4.0M,'” AppleInsider reports.
Full article here.
MacDailyNews Note: For reference, in the third calendar quarter 2005 (Apple’s fiscal 4th quarter), Apple shipped 6.451 million iPods (all models). In the fourth calendar quarter 2005 (holiday), Apple shipped a record 14.043 million iPods (all models).
Thurrott reviews Apple’s 2G iPod nano: ‘the best small-sized media player on the market today’ – September 25, 2006
USA Today reviews new Apple iPod nanos, updated iPods, iTunes 7 (each earns 4 stars out of 4) – September 21, 2006
CNET Editor’s Pick: Apple’s new 2G iPod nano – ‘sure to be top choice among wide range of users’ – September 14, 2006
Apple intros new iPod nano with new aluminum design in five colors and 24-hour battery life – September 12, 2006