Apple forecast to sell 102m iPads, 194m iPhones in 2013: analyst

Apple forecast to sell 102m iPads, 194m iPhones in 2013: analyst

Summary: One analyst believes Apple can double its entire iPad sales from two-and-a-half years in 2013 alone; the same for the iPhone. China remains the uncracked nut to Apple's success.


Apple could double the number of iPads it sold to date in 2013 alone, with close to 200 million iPhones sold in the same upcoming 12-month period, according to Canaccord Genuity analyst Michael Walkley. 

Writing in Forbes, Walkley noted that Samsung would storm ahead selling more than 300 million smartphones in the same period. However, Apple will likely retain the lead in the tablet market share over Amazon's 10.7 million tablet sales and Samsung's 8.4 million tablet sales in 2013.

But the Cupertino, CA.-based technology giant said earlier this month at the launch of the iPad mini in California that it had sold only 100 million iPads in the two-and-a-half years the tablet has been on sale. 

Analysts said the 100 million iPad sales milestone showed a slower pace of sales than previously expected. It begs the question: where will the next 100 million iPad sales come from in the next year alone? 

It has to be China, surely?

To wit:

Apple chief executive Tim Cook said on the Q4 earnings call that China generated 15 percent of Apple's total revenues, but for a population of more than 1.3 billion people, Apple could be doing better to target that emerging market. He also confirmed that the iPhone 5 is on track to arrive in China during the December quarter.

However, holding Apple back in the region is the lack of retail stores. Apple only has six stores in mainland China and a further two stores in China-owned Hong Kong. Apple retail chief John Browett was only this week booted from the company -- possibly as a result of recent spats between Apple retail store staff in which the company had to apologize, but also because of the slow growth into a burgeoning market and booming economy.

Meanwhile, in September at the iPhone 5 launch, Cook said Apple had sold more than 400 million iOS devices to date -- including iPads, iPhones and iPod touch devices -- but failed to disclose how many iPhones had been sold separately to date. Analysts expect a median forecast of around 27 million iPhones in the last quarter alone.

Totting that figure up, 27 million per quarter accounts for approximately 108 million iPhone sales. But again, the only way Apple can make this figure is if it marches into China with a convoy of trucks ready to dish out the smartphone en masse

It's entirely possible that Apple can maintain growth in its iPhone division if momentum maintains over this next year. There likely won't be a next-generation iPhone until June--September next year according to historical release schedules. However, iPad mini sales may increase numbers on the whole but at a cost of Apple's profits -- which currently stands at 36 percent gross margin -- thanks to the internal cannibalization of larger iPad 2 (non-Retina display) and iPad 4 (with Retina) display. 

But crucially, Apple has to make good on its promise to jump into China otherwise those numbers will never happen.

Topics: Apple, iOS, iPhone, iPad, Smartphones, Tablets, China

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  • Yeah

    That's not going to happen sorry but, the Surface and Nexus 7/10 will prevent that from happening.
    • Emerging markets barely send 100 on a phone

      And no more than 300 for computers. Apple devices price themselves out. This is the fundamental reason why Android will overtake IOs in all fields.

      The advantage for Android is that all that market over time will be able to gradually afford to spend more money, by then Apple will just be a speck in history.
    • Yep and 10 million Surface tablet preoredered sold out

      So: 102m iPads in 1 year
      10 millions Surface tablets before even released... and remember thats just 1 vendor.
      If I were Apple, or an Apple investor, I'd scale that number back a bit.
  • Apple's best days are over

    First of all, ipad mini is an utter ripp-off. Kindle Fire/nexus/nook etc will sell more, squeezing mini out of business... Now ipad will be squeezed by Win RT tablets and Surface from enterprise and consumers. Only fans will hang on to ipad. Mac sales will be sidelined by Win 8 ultra books.

    The middle class in China and those developing countries don't have the disposable income compared to western countries. With sky high price, apple is not going to sell much in China or India.

    Those so called 'analysts' are nothing but stupid.
  • What they said...

    in addition to the other comments here, China will also likely favor ZTE and Huawei (subsidies, tariffs on imports, etc) making it that much harder for the Chinese to justify spending for Apple's "premium" pricing.

    Apple's dominance has also been U.S. bound where carriers subsidize the price of the phone. Without those subsidies, all of this would have been a very different ball game. Heck even with the subsidies, Android has plowed ahead.

    Now MS is throwing its considerable weight behind Windows 8/RT/Windows Phone 8. If it starts making tie-ins with mega hits like Xbox and Office, it will put further pressure on Cupertino.

    I think this analyst is smoking something.
  • the Mini-Pad is doomed to fail

    Sorry to be the negative nelly in this apple love fest.. but the only reason why they came out with a smaller version of something they already had (way to think different, instead of making a bigger version of a previous product, they went smaller) but the only reason that Apple came out with this, was because they see everyone as a threat. That means that they no longer innovate because of internal discoveries and whats right. They're releasing products because of what someone else is doing. This means they admit they have fallen behind the pack. This is called being in Catch-Up mode, or what I call, second place. I'll mark today as the day that Apple began to die. They need to really come out strong on their next product.. something that is truly innovative, that nobody has ever seen before.. something that just blows the consumer market away. They've been riding the same tired horse for 8 years.