Earlier this week, analyst Bernstein Research pointed out in an investor research report that the iPad’s initial sales rate has exceeded the iPhone and DVD players and achieved unprecedented success.
Bernstein Research retail analyst Colin McGranahan said that Apple’s iPad has 3 million units sold in 80 days and is expected to sell 4.5 million units in the three months ending in September. The tablet has broken all previous consumption. Electronic sales record.
In the first quarter of the year, iPhone smartphones sold over 1 million units. In 2007, the first year of smartphone sales was less than 6 million units. The data on the iPhone and iPad is global sales data. At present, iPad accounts for about 45% of the United States.
Apple’s tablet PC sales far exceeded sales of DVD players. According to data from CEA, DVD players sold 350,000 units in the US for the first year. DVD players were initially marketed in Japan and listed in the United States in 1997. The first DVD player was expensive, priced at nearly $1,000, and the DVD player price dropped rapidly. In 2002, DVDs sold about 4 million units per quarter in the US market, which is equivalent to current sales.
Most analysts who track Apple believe that Apple has sold about 8.25 million tablets. Apple will release its fourth quarter financial report on October 18.
McGranahan pointed out that iPad's global sales this year will reach 12 billion U.S. dollars, and it is expected that sales will reach nearly 20 billion U.S. dollars in the next year, and U.S. sales will reach 9 billion U.S. dollars. The annual sales of the entire US consumer PC market are about 25 billion U.S. dollars, and the U.S. notebook/netbook market annual sales are about 19 billion U.S. dollars.
McGranahan believes that the iPad has actually erode netbook and notebook sales. Best Buy CEO Brian Dunn said last month that the iPad has eroded up to 50% of notebook sales but quickly corrected it. Some research companies are also expected to be affected by the high demand for iPad, and sales of portable PCs will decline.
McGranahan pointed out in his research that before the advent of the iPad, the consumer PC market grew strongly, but then quickly declined. McGrahan also pointed out that he believes that in addition to erode the sales of portable PCs, the iPad will also affect TV and digital camera sales.
Bernstein believes that US sales of consumer electronics products are expected to exceed $9 billion next year. The iPad will become the fourth largest consumer electronics product after TVs, smart phones and notebooks, but it will be in front of game consoles and mobile phones.