Analyst: 7-inch iPad launching in Q1 2011, expects sales of 13m iPads in 2010, 45m next year

“In an Oct. 6 research note, Ticonderoga Securities analyst Brian White reports that Apple is developing a smaller version of its uber-popular iPad and suggests that sales numbers of the original iPad could reach 45 million in 2011,” Elizabeth Woyke reports for Forbes.

“White, who is New York-based but currently in China and Taiwan conducting research, did not identify his Asia-based contact, but noted that the person’s employer supplies components used in the iPad,” Woyke reports. “The contact, says White, shipped more than 6 million parts to Apple during the third quarter of the year and expects to ship 7 million more in the fourth quarter.”

“Since Apple uses one unit of this particular component in each iPad, that adds up to shipments of 13 million iPads in the second half of 2010,” Woyke reports. “For 2011, the contact believes Apple will sell as many as 45 million iPads, adds White.”

Woyke reports, “White’s report contained a few other surprises, including some details about the next iteration of the iPad. His source believes the gadget will debut in the first quarter of 2011… White’s contact says the second-generation iPad will be smaller, with a screen that measures about seven inches, compared to the first iPad’s 9.7-inch screen. The new iPad will also include the high-resolution “Retina” display that the latest version of the iPhone (4) boasts, a micro or mini USB port, a camera and greater capacity of up to 128 gigabytes.”

Full article here.

MacDailyNews Take: If a 7-inch iPad is coming, we would expect it to be an addition to what would then become the iPad family, not a replacement for the 9.7-inch model which, of course, would be in line for upgrades. Think FaceTime capability, meaning at least one camera.

[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]

50 Comments

  1. Stephen:

    You got it backwards! It is the MacBook Air that is losing the keyboard and the Mac OS in favour of iOS. I was expecting the iMac to be the first touch-only desktop iOS device, but MBA makes more sense. For sure, eventually, the entire Mac line will go mouse-less and keyboard-less (bluetooth keyboard optional), running Photoshop, Indesign, Illustrator, AfterEffects in desktop-grade iOS…

  2. Stephen:

    You got it backwards! It is the MacBook Air that is losing the keyboard and the Mac OS in favour of iOS. I was expecting the iMac to be the first touch-only desktop iOS device, but MBA makes more sense. For sure, eventually, the entire Mac line will go mouse-less and keyboard-less (bluetooth keyboard optional), running Photoshop, Indesign, Illustrator, AfterEffects in desktop-grade iOS…

  3. @hjmsstoll: The beauty of the iPad is its portability. Monday I was at the local Sweet Tomatoes (soup/salad restaurant for those unfamiliar) and saw a youngster with an iPad playing games in his seat while his parents finished their conversation. Would you really want a 17″ iPad in that situation? For one thing, it would be way too big for the kid to handle easily, so would be far more susceptible to damage.

    The current iPad is approximately the size of a standard hardback book, at least width and length. A 7 inch iPad would put it at about the size of a standard paperback. Easy to slip into a pocket or a purse or briefcase; no special case required. Put it at a competitive price point (say, starting at the same price as the Wi/Fi + 3G Kindle) and it would definitely be popular.

  4. @hjmsstoll: The beauty of the iPad is its portability. Monday I was at the local Sweet Tomatoes (soup/salad restaurant for those unfamiliar) and saw a youngster with an iPad playing games in his seat while his parents finished their conversation. Would you really want a 17″ iPad in that situation? For one thing, it would be way too big for the kid to handle easily, so would be far more susceptible to damage.

    The current iPad is approximately the size of a standard hardback book, at least width and length. A 7 inch iPad would put it at about the size of a standard paperback. Easy to slip into a pocket or a purse or briefcase; no special case required. Put it at a competitive price point (say, starting at the same price as the Wi/Fi + 3G Kindle) and it would definitely be popular.

  5. Sorry Analyst… but by your own quote the current 9.7 inch screen is ubber popular… why change the winning form factor to something untested???
    A smaller screen size would be an additional stream…

    The Gen 2 iPad will have a thinner form factor yes.

  6. Sorry Analyst… but by your own quote the current 9.7 inch screen is ubber popular… why change the winning form factor to something untested???
    A smaller screen size would be an additional stream…

    The Gen 2 iPad will have a thinner form factor yes.

  7. read another article that analyzed all the information that White provided and they say it’s all guestimation and bogus. I think their analysis is correct, for example they wrote:
    Our sources say, first Apple will not replace 9.7-inch model with 7-inch model, second generation iPad will come in two screen sizes. Second, Apple will not use micro or mini USB, as they will continue using dock connector, which has been adopted by many accessory makers. Third and last point, Retina display is not coming to the iPad. Even for a 7-inch screen, it very difficult to get 300 pixels per inch.
    Link to the article is:
    http://techztalk.com/techwebsite/10-06-10-smaller-7-inch-ipad-model-coming-in-q1-2011

  8. read another article that analyzed all the information that White provided and they say it’s all guestimation and bogus. I think their analysis is correct, for example they wrote:
    Our sources say, first Apple will not replace 9.7-inch model with 7-inch model, second generation iPad will come in two screen sizes. Second, Apple will not use micro or mini USB, as they will continue using dock connector, which has been adopted by many accessory makers. Third and last point, Retina display is not coming to the iPad. Even for a 7-inch screen, it very difficult to get 300 pixels per inch.
    Link to the article is:
    http://techztalk.com/techwebsite/10-06-10-smaller-7-inch-ipad-model-coming-in-q1-2011

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