把iPad销售背景

亚历克西斯情歌,写为大西洋,电话销售的1190万台ipad上季度”一个飞在Apple-Earnings药膏":

So, let’s call attention to the one key area where Apple didn’t beat estimates: iPad salesAnalysts were estimating about 13 million units sold, although the range seemed to go from about 9 million to about 15 million unitsTurns out that apple sold 11.9 million iPads in the last quarter.

That’s a ton of tablets and it’s a massive year-over-year increase, but we’ve been talking about iPads as if they were未来的计算Yet in a quarter with a new iPad launch, Apple managed to sell 12 million units worldwideI don’t want to overpredict based on one number, but I’ve had a nagging sense from my own spotty iPad usage that the devices may remain a luxury. They don’t quite replace your computer and they’re not as mobile as your phoneWhat if the incredibly enthusiastic, urban, travel-all-the-time iPad early adopters actually have very different needs from the broader mobile computing market? What if beyond the perfect world travelers, the price is just too high for what you get? What if the upgrade cycle is going to be much, much slower than for phones?

这是一个严重的错误在分析师的预测你将错过的森林树木生长预测苹果已经售出1200万台ipad的区别和1300万台ipad,在最坏的情况下,之间的区别伟大的真正伟大的事实上,我认为它更像是之间的区别真正伟大的真的很伟大.

思考蒂姆•库克把iPad销售背景如何昨天在苹果的电话会议:

“Just two years after we shipped the initial iPad, we’ve sold 67 millionTo put that in some context, it took us 24 years to sell that many Macs, and five years for that many iPods, and over three years for that many iPhones, and we were extremely happy with the trajectory on all of those products.”

最初的iPhone发布2007年6月底两年(几周)后,苹果宣布Q3 2009 results他们该季度售出了520万台iphone非常下个季度,苹果售出了740万台iPhone——当时,最高的季度iPhone的销售数量。1

两年后航运原始iPad,苹果就售出了1190万台iPad后的销售在前(假日)季度1540万台ipad比较这些数字和iPhone在2009年前后比较有趣又有教育意义远远超过1300万单位分析师的共识。

现在,如果一个消息灵通的分析师真正有理由相信苹果将出售1300万台ipad的季度,他们只卖12,公平地说这是“令人失望的”,只要12小于13也许,在接下来的两年内,情歌的“唠叨”将被证明是正确的,和iPad销售增长将逐渐减少。

但这1190万单位季度除了这样的逐渐减少的迹象再次,根据蒂姆•库克(,从昨天的电话会议):

“But I’d also point out that the new iPad was supply constrained last quarter for the full three weeks or so that it was shipping and is actually still constrained.”

这意味着,苹果公司销售了新的ipad尽可能快的让他们吗如果你相信这1190万单位销售数量应该被称为“令人失望”,你应该失望只有苹果无法制造他们更快除此之外,根本没有坏消息对苹果在这些结果。

简而言之,迄今为止的证据表明并不是说iPad是另一个为苹果iPhone-esque成功,但这比iPhone iPad是一个更大的成功。


  1. 更holy-crap-look-how-fast-Apple-is-growing历史背景:苹果16.7亿美元的利润为公司赢得了2009年第四季度是一个记录昨天,仅仅10季之后,苹果公司宣布116亿美元的利润——大约15亿美元从公司的最高的130.6亿美元一个季度前I.e., a sum of money that three years ago was a record quarterly profit is now just the blip between the (historically strong) holiday quarter and the (historically weak) January-March quarter. ↩︎