Analyst: Apple ramping up iPad production to 3 million units per month

“iPad production is on a path to hit about 3 million units per month during the current quarter, says Kaufman analyst Shaw Wu, citing supply chain checks,” MacNN reports.

“Wu is calling for 6.2 million iPads in the December quarter, and 26 million in 2011,” MacNN reports.Figures may get a boost from recently announced distribution deals, including ones with AT&T, Best Buy, Target, Walmart and even Verizon.”

MacNN reports, “‘We view this as a material set-back for future tablet hopefuls including the BlackBerry Playbook and ones from Samsung, Dell, HP, and others that utilize Android, Windows and webOS,’ Wu adds, ‘as AAPL has blanketed the channel with very broad iPad coverage. This reminds us what AAPL did with the iPod a few years ago making it very difficult for competitors.'”

Read more in the full article here.

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

48 Comments

  1. Only the best executive team in the business is capable of such a perfectly synchronized product rollout, production ramp, distribution blitz and immaculate inventory control and channel supply.

    If anyone doubts that Apple’s entire management team is the best there is, this is the story that lays that one to rest.

    Apple – We Though Of That.

  2. R2 writes, “Great news for the Chinese slaves who build them. At least they don’t have to worry about job security.”

    Those Chinese “slaves” are part of China’s emergent middle class, and they’re building an economy that will soon overtake the US. China already dominates much of the new “green” economy (solar, wind), and is building a world-class infrastructure.

    Walking distance from me in Washington, a Chinese residential project has gone up to house many associated with their embassy (also new). It was put up by “China Construction” and went up in less time our apartment has spent repairing our front plaza.

    Would I prefer that Apple or Foxconn were building those iPads in the US? Damn straight! But we’re not currently competitive.

  3. R2 writes, “Great news for the Chinese slaves who build them. At least they don’t have to worry about job security.”

    Those Chinese “slaves” are part of China’s emergent middle class, and they’re building an economy that will soon overtake the US. China already dominates much of the new “green” economy (solar, wind), and is building a world-class infrastructure.

    Walking distance from me in Washington, a Chinese residential project has gone up to house many associated with their embassy (also new). It was put up by “China Construction” and went up in less time our apartment has spent repairing our front plaza.

    Would I prefer that Apple or Foxconn were building those iPads in the US? Damn straight! But we’re not currently competitive.

  4. My prediction after the first 30 days was 15 million iPads sold for 2010. 1 million per month average for the first quarter (April – June) and 2 million per month average for the rest of the year (July – Dec). That’s still looking good, but it may in fact be too LOW.

    Perhaps it will be more like 1 million per month average for the June quarter, 2 million per month average for the Sept quarter, and 3 million per month average for the Dec quarter, for a total of 18 million iPads sold in 2010.

  5. My prediction after the first 30 days was 15 million iPads sold for 2010. 1 million per month average for the first quarter (April – June) and 2 million per month average for the rest of the year (July – Dec). That’s still looking good, but it may in fact be too LOW.

    Perhaps it will be more like 1 million per month average for the June quarter, 2 million per month average for the Sept quarter, and 3 million per month average for the Dec quarter, for a total of 18 million iPads sold in 2010.

  6. @R2
    You should read some of the articles to be found at the Economist –
    http://www.economist.com/

    Suggested reading –

    China’s labour market:
    The next China
    As the supply of migrant labour dwindles, the workshop of the world is embarking on a migration of its own
    Jul 29th 2010
    http://www.economist.com/research/articlesBySubject/displaystory.cfm?subjectid=478048&story_id=16693397

    World economy:
    The rising power of the Chinese worker
    In China’s factories, pay and protest are on the rise. That is good for China, and for the world economy
    Jul 29th 2010 http://www.economist.com/research/articlesBySubject/displaystory.cfm?subjectid=478048&story_id=16693333

    Innovation in Asia:
    Trading places
    China is about to overtake Japan in patent applications
    Sep 30th 2010
    http://www.economist.com/research/articlesBySubject/displaystory.cfm?subjectid=478048&story_id=17151211

    Cogent reading.

  7. @R2
    You should read some of the articles to be found at the Economist –
    http://www.economist.com/

    Suggested reading –

    China’s labour market:
    The next China
    As the supply of migrant labour dwindles, the workshop of the world is embarking on a migration of its own
    Jul 29th 2010
    http://www.economist.com/research/articlesBySubject/displaystory.cfm?subjectid=478048&story_id=16693397

    World economy:
    The rising power of the Chinese worker
    In China’s factories, pay and protest are on the rise. That is good for China, and for the world economy
    Jul 29th 2010 http://www.economist.com/research/articlesBySubject/displaystory.cfm?subjectid=478048&story_id=16693333

    Innovation in Asia:
    Trading places
    China is about to overtake Japan in patent applications
    Sep 30th 2010
    http://www.economist.com/research/articlesBySubject/displaystory.cfm?subjectid=478048&story_id=17151211

    Cogent reading.

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