RUMOR: Apple misses internal forecasts, ships ‘only’ 13 million units

“Global tablet PC shipments, affected by the weakening worldwide economy after August and high inventory levels from some tablet PC brand vendors, reached 18.7 million units in the third quarter, an increase of only 27.5% sequentially, far less than the strong sequential growth of 60.9% they achieved in the second quarter,” according to Digitimes Research senior analyst James Wong.

“Impacted by the weakening global economy, Apple’s iPad shipments in the third quarter did not meet its forecast and only reached 13 million units with a sequential growth of 36.8%,” Wong reports. “Meanwhile, due to their inability to attract consumers, most non-iPad tablet PCs suffered from high inventory issues in the third quarter.”

Read more in the full article here.

MacDailyNews Take: We’ll know in a few hours. Even so, 13 million units would be, by far, an all-time iPad sales record. And the chance that Digitimes’ James Wong knows Apple’s internal forecast for iPad unit sales are slightly worse than the chance that later today we’ll dump our Macs for Dells trying to run Windows 7.

Apple’s quarterly iPad unit sales to date:
Q310: 3.27 million
Q410: 4.19 million
Q111: 7.33 million
Q211: 4.69 million
Q311: 9.25 million

13 Comments

  1. “Apple’s internal forecast for iPad unit sales are slightly worse than the chance that later today we’ll dump our Macs for Dells trying to run Windows 7.”

    One more option for those of us FORCED to use Win7: Run BootCamp for peak performance or Parallels for average tasks.

    HAVE IT ALL!

  2. DigiTimes was always a mix of real information from some Asian manufacture with random made-up tabloid rumours.

    This is the same DigiTimes which earlier this year stated that Apple’s internal plan for this year is 40 million units (though this is what they have made up, there is no way how would they know even slightest idea about Apple’s plans).

    So when Apple actually will implement this “plan” (sales for the calendar year will be around 40 million: 4.7 + 9.3 + 10-13 = 23-26 million, leaving 14-17m for a blockbuster holiday Q4 quarter = 40 m), DigiTimes now invents some new “plan” according to which sales of Apple’s iPad are failing.

    What a cheap tabloid garbage; patheric.

  3. Of the 50 or so analysts and independents that PED tracks at his Fortune blog, the range for iPad shipments is from 8.8M to 14.8M. The average for the pros is 11.4M and the indies is 13.1M, so even if this Digitimes report is correct, they still shipped the average expected by the independent analysts.

    I, would point out that Apple shipped 9.2M the prior quarter, and that was after they increased production by 4.5M units. If Apple can increase production again by 4.5M units, that adds up to 13.7M. So, a 13M production number might be less than the production increase in the previous quarter, but still at the high-end of expectations. Only one pro analyst expects more than 13.1M.

  4. The comments are from an “analyst” — i.e. not worth much except a good laugh, or, sometimes, a “Well, duh, Mr. Obvious”.
    Does MDN pick out those that are exceptionally out to lunch, or is what we see here representative of the whole category?

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