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iPad News: IPad Sales Set to Grow 250% in 2011

Posted Dec 31, 2010 at 7:38PM EST by QJ Staff

Listed in: iPad News Tags: apple, ios, news, tablet
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A new report prepared by Caris & Co. analyst Robert Cihra has some very positve projections for Apple—and some not-so-positive ones for the makers of notebook PCs. “We model Apple’s iPad continuing to dominate […] in 2011,” Cihra stated. “iPad not only launched with phenomenal early uptake but effectively sent all wannabes back to the drawing board, delaying most competitive tablet launches well into CY11. Yet we now already look forward to the first iPad 2 refresh in March (i.e., establishing annual cadence for iPads in March, iPhone each June and iPods in Sept). An enormous multi-year opportunity, we continue to view iPads less about the ‘product’ but rather igniting an explosion toward ‘thin-client’ Access computing.” Cihra expects tablet sales to triple in 2011, but most of those sold will be iPads, whose numbers should jump from 14 million sold in 2010 to 36 million. Some of this growth will be at the expense of low-end PC notebooks. Cihra wrote: “We see cannibalization from ‘thin-client’ iPads/tablets, particularly vs. netbooks and in multi-PC homes, already growing to 1/7th the size of the overall PC market in 2011 and shaving 5 percentage points off what PC growth might otherwise have been.”

While Apple will be launching a second-generation iPad with thousands of apps and a reputation for quality, competing brands are struggling to get off the ground at all. Several tech names including Acer, Motorola, RIM and HP are all expected to unveil competing tablets at next week’s CES, while Microsoft will be trying to get another tab off the drawing board after failing last year with the HP Slate. 2011 looks like a very happy year for Apple—and another year of frustration for its competitors.


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