“Berger, who tracks the chip industry, thinks many iPhone component suppliers will also sell into the iPad, including Infineon (IFX), Skyworks (SWKS), Triquint (TQNT), Broadcom (BRCM) and Texas Instruments (TXN),” Savitz reports. “Production in the 4-5 million unit range would ‘drive some material revenues’ for these companies, he says, ‘particularly BRCM.'”
Savitz reports, “Berger stresses that short-term fluctuations in Apple’s production orders ‘are not highly correlated’ with actual sales, due to inventory shifts up and down, the impact of new product launches and seasonal factors.”
Full article here.
Uhm, haven’t we had predictions from this “chip” analyst before, that weren’t correct?
“Berger stresses that short-term fluctuations in Apple’s production orders ‘are not highly correlated’ with actual sales, due to inventory shifts up and down, the impact of new product launches and seasonal factors.”
Translation: My predictions are entirely meaningless and subject to change at any time, so even if I’m wrong I am also right.
“Berger stresses that short-term fluctuations in Apple’s production orders ‘are not highly correlated’ with actual sales, due to inventory shifts up and down, the impact of new product launches and seasonal factors.”
Have their been any “actual sales” of a material nature? Is this person referring to inventory purchases by Best Buy, etc. when talking about actual sales? The Apple Store comes first!
@C1,
You nailed it!
My prediction by end of December, 2010: 5 Million + 5 million on backorder.
Yes, but what do Gene Munster and Shaw Wu have to say?
My prediction is that I may have one of those 5 million iPads. I will tell you my postdiction after I get it.
The first reports leaked by the supply chain in China suggested a ten million unit annual run rate. Okay, so here is a fair set of annual numbers … 12 million Macs, 45 million iPods, 20 million iPhones, 3 million AppleTVs, and 10 million iPads. Staggering, absolutely staggering.
And 5M will not be enough to satisfy demand!
These babies are going to fly off the shelfs.
2010 sales 11,878,244 iPads.
AAPL to $300 in 2010.
Believe. Invest. Benefit.