Morgan Stanley: Apple boosts iPad shipments to 8-10 million units this year

Apple Online Store“According to Morgan Stanley analyst Katy Huberty… Apple’s manufacturing partners now expect to ship 2.5 million iPads between Mar-May, considerably ahead of her previous estimate of 750,000 for the June quarter,” John Paczkowski reports for AllThigsD.

“What’s more, they’re now forecasting shipments of 8-10 million iPads in calendar 2010, considerably more than prior expectations of 5+ million,” Paczkowski reports.

Full article here.

Philip Elmer-DeWitt reports for Fortune, “Huberty is sticking with her sales estimate of 6+ million iPads in 2010. The Street’s consensus, she says, is closer to 3-4 million.”

“Each incremental one million iPads shipped, by her calculation, equates to earnings increases of roughly $0.25 EPS,” Elmer-DeWitt reports.

Full article here.


  1. They already sold out of the entry level. Many people are holding off for more memory and / or the 3G features. We saw that in the sales of the iPhone. If Apple only sells “8-10 million iPads” it is because they couldn’t get any more made!

    How many Windows PC Netbooks did they sell last year? Who would buy one of those old school spyware virus riddled when they could get an iPad?

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