“While iPad mini sales boosted iPad volume numbers at the expense of falling ASPs in 2013, iPhone 6 Plus sold at higher volumes at a much higher ASP. The base model is priced at a $100 premium to the typical price of new iPhones, which were already higher than iPads, despite being smaller devices,” Daniel Eran Dilger reports for AppleInsider. ”
“If Apple arbitrarily categorized its iOS sales volumes the way IDC and Gartner historically counted tablets (defining screens larger than 5 inches as “media tablets”), Apple would be reporting steadily higher growth in units, volumes and ASPs for “tablets” while still reporting market leading iPhone sales,” Dilger reports. “iPhone 6 Plus ate up iPad sales the same way iPhones ate into sales of point and shoot cameras: by making “the tablet you have with you” more useful than the more optimized device that gets left at home. In particular, iPhone 6 Plus eroded into the differentiation offered by iPad mini, which was contributing a significant part of iPad unit volumes.
Dilger reports, “Really, rather than having ‘gone missing,’ iPad sales turned into iPhone 6 Plus sales, the same way that iPods didn’t mysteriously ‘go away’ but were instead folded into iPhones the same way.”
Much more in the full article – recommended – here.
We’d rather Apple cannibalize Apple than somebody else cannibalize Apple. — Tim Cook, February 27, 2008