AppleInsider | Apple to build 8-10M iPads in 2010, begins shipping preorders
In a new note to investors, analyst Katy Huberty with Morgan Stanley said suppliers for the iPad have currently forecast 2.5 million iPads to be shipped in the first three months of availability, from March to May. In all, Apple will ship between 8 million and 10 million by the end of 2010, suppliers said – a number much higher than the previous expectation of 5 million.
My forecast was for 1.5 million by the end of the first three months, and ten million by the end of the year. I think if Huberty’s right in the short-term, then she’s shallow on the long-run number. 2.5 million should convert to ~12 million units by the end of the year. The acceleration in sales is going to be incredible once the app scene picks up and provides a torrent of compelling reasons to own the device.
Source: appleinsider.com
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