9.7-inch iPad display shipments down 80% in January, but there may be very good reasons why

“iPad display shipments have collapsed in the first month of this year, according to recent data from NPD and some creative analysis,” John Koetsier reports for VentureBeat. “In fact, full-size iPad display shipments seem to have disappeared, dropping by an astounding 80 percent from December to January, even as Android tablet sales have grown.”

“Obviously, this is potentially a shocking and catastrophic event for Apple… There are two potential reasons why Apple full-size tablet display shipments are vastly down,” Koetsier reports. “One is that Apple is selling far fewer, or planning to sell far fewer, and buying less. Another is that Apple is switching product mix and, perhaps, completely updating the iPad product line … and therefore ordering different sizes of tablet displays.”

Koetsier reports, “Which makes it not so surprising that fairly reliable sources are claiming that Apple will be revamping its iPad lineup as early as — wait for it — next month.”

Read more in the full article here.]

MacDailyNews Take:

I know there has been lots of rumors about order cuts and so forth and so let me just take a moment to make a comment on these, I don’t want to comment on any particular rumor because I would spend my life doing that but I would suggest it’s good to question the accuracy of any kind of rumor about build plans and also stress that even if a particular data point were factual it would be impossible to accurately interpret the data point as to what it meant for our overall business because the supply chain is very complex and we obviously have multiple sources for things; yields might vary, supply performance can vary. The beginning inventory positions can vary, I mean there is just an inordinate long list of things that would make any single data point not a great proxy for what’s going on. – Apple CEO Tim Cook, January 23, 2013

Related article:
Next-gen iPad coming as soon as April, iPhone 5S to launch in August, say sources – March 5, 2013

22 Comments

  1. But don’t let standard Apple business MO stop the Wall Street clueless from panicking anyway and selling like a bunch of nervous Barney Fife types. Too much information with a finger hovering over the sell button not a good combination. We need to “nip this in the bud”.

      1. A new capital gains schedule:

        Trades held less than 72 hours – 50%
        Trades held at least 30 days – 40%
        Trades held at least 90 days – 30%
        Trades held at least 180 days – 20%
        Trades held at least 1 year – 10%
        Trades held at least 3 years – 5%

        That would fix things overnight.

        1. Zeke,

          I’d revamp that slightly:

          Trades held less than 72 hours – 50%
          Trades held less than 30 days – 45%
          Trades held less than 90 days – 40%
          Trades held less than 180 days – 35%
          Trades held less than one year – 30%
          Trades held less than two years – 25%
          Trades held less than five years – 20%
          Trades held less than ten years – 10%
          Trades held at least ten years – 5%

          Also there would be no “cap at the individual’s standard rate”.

          And by trades I mean ALL trades: it does not matter whether they are trades in options, puts, calls, shorts, or any other kind of trade.

          All companies should plan for 10 years or more. Yes, there are circumstances and events which require prompt response, but the financial underpinning and planning of any major company has to be for 10 years or more.

            1. Yes, ten years is an eternity in technology.

              However, for the financial underpinnings of a large corporation, 10 years is not that long. We’re talking about the financial underpinnings. Not specifically the products. Also note that for the rates over five years they are more beneficial than even the current rates (15% for over one year). If you have a stable company that is progressing forward it would be to your advantage to hang on to the financial instruments for over five or 10 years.

              Hell, a 5% tax rate is virtually zero for many instruments.

          1. I wouldn’t quibble. Your schedule or mine, or somewhere in between would be fine. I just did my taxes and ended up paying an effective rate of about 4%. The tax code is just crazy.

  2. Oh my! These basement-dwelling asshats need Alzheimer assessment. Can’t they remember from one month to the next? Their trying to fill in explanations about individual component variation in volume shipment means little or nothing compared to product sales, demand, and future Apple plans. This sort of din maddens us, but fortunately the public is blissfully unaware of our ire and simply continues to love their iDevice.

  3. i was going to buy an ipad last week, but i’m waiting till the end of the year

    summer is coming and my kids will be outside instead of playing with the ipad

  4. Typical crap ‘journalism’. Shovel the FUD high, deep, and fast until the last sentence. Build the doom, gloom, despair, and negative to do the maximum possible damage to both Apple and AAPL.

    By the last line, new iPad due as soon as next month is delivered, most are still digesting the reported ‘bad’ news and stock fall and Apple is dying comments start to flow.

    1. “Collapse” in the headline: Over here, everyone! Sensational revelations about the APPLocalypse! While you’re here, take a look at these special offers!

      What a way to make a living.

  5. The deeply flawed language of the First Amendment, which grants the right to free speech, but fails to define the corresponding responsibility to speak the truth, has produced a nation of liars and gossips. Nowhere are the consequences of this more evident than in the writings of financial analysts who invent sensational stories either to attract readers, or website “hits”, or to deliberately manipulate markets on the instruction of those who make money by trading an artificially volatile stock. Since no-one holds the liars to account, they have become increasingly bold, and Apple’s stock price increasingly volatile.

    Apple’s stock is the plaything of the market manipulators. If you take a long term view you will buy on the dips and hold. But you may need nerves of steel.

    1. Tere were mindless rumormongers and gossipers well before the First Amendment.

      And you’re completely wrong – the right to be stupid, incorrect or flat-out lie is very importantly part and parcel with the right to free speech. After all, where would our politicians be without it?

    2. Your analysis is “deeply flawed.” It isn’t the First Amendment for human beings that has enabled financial corporations to bribe our elected officials into willing complicity with their financial crimes. Lying in the context of investment is something that CAN be prosecuted, even under our current First Amendment jurisprudence. The problem causing the problem you see is that politicians can be bought. Fixing THAT might require a correction of First Amendment jurisprudence to make it clear that corporations should not be able to fund politicians.
      Don’t throw away your freedoms to stop abuse by others.

    3. If you have proof of “market manipulators”, the SEC would be very happy to hear it.

      Otherwise, you’re passing on BS just like you’re claiming they are.

  6. “Obviously, this is potentially a shocking and catastrophic event for Apple…”

    Or not. This is just sensationalist “journalism.”

    “Obviously…potentially” is just a flag to quit wasting your time reading the drivel by that particular author.

  7. iPas Mini hits the sweet spots of size and weight! Use mine 10 times more than my full-sized one that I’ve since sold. This is one impact. The other is Steve Jobs has been succeeded by a yawner bent on social re-engineering the country!

Reader Feedback

This site uses Akismet to reduce spam. Learn how your comment data is processed.