Analyst: Apple's iPad is 'Mac for masses'; 21 million units for 2011

Analyst: Apple's iPad is 'Mac for masses'; 21 million units for 2011

Summary: Piper Jaffray analyst Gene Munster is predicting that the iPad will ship 21 million units in calendar 2011, up from the 14.5 million he initially expected. The enterprise will juice demand.

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Piper Jaffray analyst Gene Munster is predicting that the iPad will ship 21 million units in calendar 2011, up from the 14.5 million he initially expected.

Calling the iPad the "Mac for the masses," Munster reckons that broader distribution, an international rollout and enterprise demand will drive Apple's tablet.

"We believe the iPad represents a meaningful product category for Apple as a secondary computing device for those who already have a primary computer, a primary device for those who could not previously afford a Mac, and the first Apple product that will be a success in the enterprise; we see the iPad as the Mac for the masses," said Munster.

As noted previously, we can verify the iPad role in the enterprise pretty easily. There are a bevy of projects going on. Sybase's Eric Lai has compiled Google spreadsheets listing education and enterprise iPad deployments.

Among other key points behind Munster's new estimates for the iPad:

  • Apple has caught up with demand. Meanwhile, Best Buy will carry the iPad in all stores by the end of the month. Munster also argues the iPad will land at Target too.
  • A China launch should juice demand. "The iPad is now available in markets where it is more likely that the iPad is used as a primary computing device for those who could not previously afford a Mac," said Munster.
  • The enterprise demand is for real. Munster said:

Of any product Apple sells we believe the iPad has the potential to garner the largest percentage of its sales from enterprise customers. Apple has recently highlighted several business use cases on its site (sales, medical, hospitality, etc.) and on the June-10 conference call the company indicated that over 50% of the Fortune 500 were deploying or piloting the iPad.

Topics: Apple, Hardware, iPad, Mobility

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  • too low

    these forecasts are much too low. apple will sell 15 million units in 2010 and 35 million in 2011. with the laughingstock parade of the android tablets as the only "competition" so far this is a no-brainer.
    banned from zdnet
    • Good luck with that

      Under this depression + mass inflation soon to follow, people could barely afford food, energy, gasoline and so on. These gadget makers will soon be squeezed big time by the reality and thus forced to cut the price to survive this great-ER depression.
      LBiege
      • RE: Analyst: Apple's iPad is 'Mac for masses'; 21 million units for 2011

        @LBiege

        'The End' is Nigh!!! And in 2012 come December the world will end?!?!?!?
        betelgeuse68
      • Re: Good luck with that

        @LBiege

        And yet, here you are reading and commenting on articles about the iPad. Shouldn't you be spending your time stockpiling food or something?
        lumpy_blumpkin
      • Don't Think Any CrAppleTards Want to Read This! haha..

        @LBiege Hey.... listen up to what Gene Munster Apple's main big cheesehead market bully inside Piper Jaffray said after Apple faithful left the building after making his Pro CrApple Predictions:<br><br>Quote:<br>Android Will Be The iPad's Primary Competition. As in the smartphone market currently, we believe Google's Android OS will power the stiffest competition to Apple's iPad. Android is already a viable touchscreen OS option and the expected next 3.0 release (code named Gingerbread) has been reported to be targeted at tablets. One specific feature of the new release is the support of 1280x768 resolution, the same as the iPad. Reports have suggested release dates of the new OS from later this year to early 2011, but we expect a number of Android 3.0 tablets to follow. In the near term, we believe a number of companies will be developing Android-based tablets for release later this year, which will represent the first competition to the iPad. We believe Android will make up 26% of the tablet market in 2011 compared to the iPad at 57%. Long term, we believe Android could surpass the iPad in tablet market share due to devices from numerous manufacturers."<br><br>Read more: <a href="http://www.businessinsider.com/android-ipad-munster-2010-9#ixzz0S1Nbda7i" target="_blank" rel="nofollow">http://www.businessinsider.com/android-ipad-munster-2010-9#ixzz0S1Nbda7i</a><br><br>ah.. ha... the truth comes out. He believes Android (like with phones) could surpass iFad! lol... but we all know none of you iFanatics heard that part or believe that's true. Just like you still don't believe Android's new activation numbers are stomping all over iOS numbers! ;) ...which is exactly what LBiege is saying will cause iOS to be priced right out of the market by FREE and Open Source Android!!! .....what do you think carriers are going to be pushing? Obviously Android as even your Beloved AT&T is doing right now!!!
        i2fun@...
      • And like phones, where will the money be.

        @i2fun@

        Will it be in the hands of the losers like it is now with Android? So you have a dozen manufactures making tablets and most of them losing money on them.

        Yep. Sounds like long term healthy business to me.

        Likewise, from a developer standpoint, Android need 500% MORE market share for a developer to make the business case to develop for Android primary and iOS secondary. This means that even if Android ends up with 80% and iOS at 20%, it is still more profitable to develop apps for iOS than Android.
        Bruizer
      • RE: Analyst: Apple's iPad is 'Mac for masses'; 21 million units for 2011

        @Bruizer Oh yeah...... as if 200,000 worthless apps are ever going to sell anyway. A handful of Apps are the only ones that sell. All you idiot developers are like gamblers addicted to buying lottery tickets every week. When only one of you is ever going to make any money on it or your code slave CrAppletastic Apps that never sell and if they do they only increase the what goes into CrApple's pockets! haha.... <br><br>You'd be better off making videos on how to make an app for CrApple's App Store, uploading it to YouTube and being paid AdSense income for views. At least then it's not you working so hard to just make more money for CrApple's pockets!<br><br>Truth: The fact remains that if you look far enough into the future, CrApple's iHitler Controlled Locked Down Proprietary Systems are a Dead Man Walking! ;) <br><br>....and that's evident in their recent reversal of their Ban on Adobe Flash ported Apps to iOS! lolz.....
        i2fun@...
    • mwaaahaha..... who is Gene Munster? Who is Banned?

      @banned from zdnet Both of them either own or are trying to push AAPL Stock Sales through the roof. They are pushing a Bubble Stock on it's way to bust, just like the housing bubble. In real value terms AAPL is already trading at far far greater value than if..... it was all liquidated for it's hard asset value. Which is non-existent compared to even the housing market's. AAPL has almost no hard assets. Cash is cash if it's just sitting in the bank it can turn into paper over night. Then you don't even have a product to sell or manufacturing industry to recover with after the bust. You simply left penniless if you have no customers to buy all that's left is a promise of a product you don't have or even make yourselves!

      Where are all these iFad customers going to come from, when AAPL's products and profits supposedly come from an economy in debt over it's head in the first place? We're already selling out our future income potential in debt deeper than Steve's fist up our economy's arse hilt!

      Apple's already so greatly over valued selling luxury products, it makes a collapse all the more eminent. Thus the rush of these gypsy fortune tellers to falsely pump it up are all the more ludicrous. Now just like the housing bubble, you'll have 1000's of products (but in this case vaporware iFads) and no one to buy them! lol..... For one, where in the World are they going to get those 21 million screens for them when their suppliers are now making products that compete and there is no way they'll have that kind of surplus to sell to Apple for them. What..... sell them with vaporware screens... how lovely will that be?

      One old school analysts says privately that most of American Companies today have become Bubble stocks. Companies like Apple that eat their own penises by shipping all of their manufacturing overseas are dependent on their competition for their parts supplies. With everything outsourced, they are a Vaporware Company selling to an American public that has become the largest debtor nation in the World. There will be nobody with any money to buy any of these extravagant vaporware products in the first place (kind of like tupperware w/o the seal to keep the air in). Nothing lasts forever folks and what goes up.... sooner or later... must come down!

      So who is Gene Munster anyway? ....oh yeah he's the cat that said AAPL could hit $1000..lolz.. But for that to happen their market cap would have to go over $600 Billion and there are no $600 Billion dollar Vaporware Tech Giants built solely on soft assets in this World today. Let's be honest for a minute. How in the World can a company based solely on soft assets (cash and the promise of future sales of ideas, licenses and air w/o any manufacturing capabilities) not go bust with it's targets set so high in this economy? The housing market with actual hard assets got their bubble popped. So honest truth? Now it's Apple's turn! ...Banned? haha.... OMG you need to wash your glasses and crystal ball. I think Dorothy's house is about to drop on your Wicked Old Evil Dr CrApple's stock value!
      i2fun@...
      • You're as whacked as the Zealot

        Find a new job or a different hobby because you know nothing about business, especially Apple's. And seek out some mental help because you've obvious got some disorder.

        @i2fun@...
        GoPower
      • I know who they are!

        @i2fun@...

        "Cyberslammer", "Ron Burgundy", and "Banned from ZDnet" are just some of the ID's used by the sad little troll who's self-worth is so low that he needs to build his life around defending a product he had nothing to do with.
        trickytom3
      • RE: Analyst: Apple's iPad is 'Mac for masses'; 21 million units for 2011

        @i2fun@...
        The sky is falling. Munster is the boy who cried wolf. A huge solar flare is already on it's way to Earth. The end is nigh. Armageddon is just a day away. The "rapture" is already causing people to disappear. The Dark Side is winning.

        Nice diatribe, dude, though just a little over the top. You own Microsoft stock, am I correct?
        ConstableOdo
      • RE: Analyst: Apple's iPad is 'Mac for masses'; 21 million units for 2011

        @i2fun@...
        Gene Munster is a financial analyst for Piper Jaffray. He's been covering tech companies for them since 1995. He's been pretty accurate if you go back and look at his estimates. He's usually bullish on AAPL, but I don't think he holds any AAPL stock.

        You might not like his message, but he's been pretty spot on thus far.
        winski
    • Hey, Cyberslammer...went with "banned from zdnet today, huh?"

      @banned from zdnet

      Good choice...much better than "Ron Burgundy", or your other ID's!
      trickytom3
      • RE: Analyst: Apple's iPad is 'Mac for masses'; 21 million units for 2011

        @trickytom3 Yep, that's right, I've got nothing better to do all day than use more than one ID...just like you have

        trickytom
        trickytom2
        trickytom3

        Just waiting for your next meltdown so you can come back as trickytom4.
        cyberslammer
    • My life revolves around iPad sales!

      @banned from zdnet

      I'm such an insecure dolt, that I derive all of my personal self-esteem from another man's dreams, which mean that - if the iPad reaches 15 million units sold - I'll be a success, even thought Steve Jobs wouldn't piss on me if I were on fire!
      trickytom3
      • I will be more than happy to piss on you Trickytom3

        @trickytom3

        Pagan jim
        James Quinn
      • whooah

        @trickytom3
        what's wrong with you guys? i am just commenting on the blog post. what gene munster estimates is much too low. ipad sales were 3.3 million in the first quarter and probably around 5 million this quarter and 7 million in the holiday quarter. i know this amazing success is hard for you apple-hater to swallow, but get used to it. it is happening. right now, right here. with the ongoing international roll-out and the weak "competition" it's a pretty save bet. let's talk about it again in january. shall we?
        banned from zdnet
      • RE: Analyst: Apple's iPad is 'Mac for masses'; 21 million units for 2011

        @trickytom3 I derive all my personal self-esteem by coming in and bashing every iPad story with Nonzealot, maybe if we try hard enough we'll influence the sales and Apple will only sell 14,999,995...

        You're just angry because people think for themselves and if they see a use for the iPad, they buy it, then you stand on the street corner screaming at them because they 1. Can afford it and 2. Have a use for it.

        We don't care what you think anymore. Honestly, we don't.
        cyberslammer
    • I would tend to agree.

      @banned from zdnet

      Munster originally had a total 3.5 million for calendar year 2010. Apple basically reached that goal in 80 or so days. Now with a solid second quater with somewhere between 7-9 million units sold, production being ramped up to 3 million unites/month Munster is thinking it is only going to 21 million units for CY 2011?

      I am betting between 14 and 18 million for CY 2010 and close to 32-40 million units for CY 2011.
      Bruizer
  • RE: Analyst: Apple's iPad is 'Mac for masses'; 21 million units for 2011

    Nonzealot, Trickytom3, and the other host of haters will continue the hatefest no matter how many they sell.

    Jobs is laughing at you, and so are all the iPad owners, including myself.

    HA HA.
    cyberslammer