Between the Lines

Larry Dignan, Andrew Nusca and Rachel King

Apple: 3 million iPads in 80 days

By | June 22, 2010, 8:40am PDT

Summary: The Apple iPad sales just keep ramping. The company said that it has sold 3 million iPads in 80 days.

Updated: The Apple iPad sales just keep ramping. The company said that it has sold 3 million iPads in 80 days.

That tally eclipses most expectations going into the iPad launch.

Apple also said developers have created 11,000 iPad specific apps.
The iPad cycle combined with the launch of the iPhone 4 are both expected to contribute to the best product cycle in Apple history.

Also: iPad topic center Apple topic center Tech bigwigs in love with Apple’s iPad, push business case iPad Office app showdown: Four apps to help you get work done

Chris Whitmore, an analyst at Deutsche Bank, said the iPhone and iPad upgrade cycle is unrivaled. He added:

Apple is beginning the strongest product cycle in the company’s history, led by the iPad and iPhone 4 release later this week. iPhone demand is off the charts (600K+ pre-orders on first day) and iPad uptake remains strong; both appear to be tracking ahead of our previous expectation.

Regarding the iPad, Whitmore said:

iPad continues to show robust demand as order lead times remain extended at 7-10 days and stock-out across Apple’s retail footprint continue through June despite improving supply. In addition, the iPad is still being rolled out globally, which should drive improving 2H unit trends. As a result, we raise our iPad unit estimate to 12M from 5M for CY10 and 17M (vs. prior 7.5M) for CY11.

Indeed, it appears that iPad sales may actually be accelerating. It only took Apple 21 days to sell 1 million incremental iPads.

Other key iPad sales milestones of note:

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Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic.

Disclosure

Larry Dignan

Larry Dignan has nothing to disclose. He doesn’t hold investments in the technology companies he covers.

Biography

Larry Dignan

Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic. He was most recently Executive Editor of News and Blogs at ZDNet. Prior to that he was executive news editor at eWeek and news editor at Baseline. He also served as the East Coast news editor and finance editor at CNET News.com. Larry has covered the technology and financial services industry since 1995, publishing articles in WallStreetWeek.com, Inter@ctive Week, The New York Times, and Financial Planning magazine. He's a graduate of the Columbia School of Journalism and the University of Delaware.

For daily updates, follow Larry on Twitter.

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RE: Apple: 3 million iPads in 80 days
FAULKNE 13th Oct
Good day to confirm this comment I would appreciate T h e b e s t o f Z D N e t d e l i v e r e d your website very nice to everyone Yes, Oracle is the only one with shared-disk architecture, but that is there advantage. It means you can add or remove nodes and the database lives on. In a shared nothing architecture, if you lose a node, you lose the system. I'm sure Oracle appreciates EMC highlighting their advantage.I also desire to signal in your RSS feeds. Thank you as soon as once again and maintain up the great operate Awesome post! Thank you very much || thanks for nice content this is really benefit to me.
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the naysayers
banned from zdnet 22nd Jun 2010
and wasn't that all obvious in january? to pretty much anyone i guess. only here in apple hating geek land people could actually think that the lack of an usb-port or a camera would hold sales back. game over.

?Some traditional PC folks feel like their world is slipping away. It is." steve jobs

p.s. let the vaporous android, web os tablets coming soon posts begin in 3, 2, 1...
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RE: Apple: 3 million iPads in 80 days
psquared007 Updated - 22nd Jun 2010
@banned from zdnet

Agreed! I'm waiting for the comments about how all those people are "cool aid drinking idiots", "fanboi's" etc. and no, I don't own an iPad. Despite it's lack of USB, a camera, Flash, etc. etc., it was pretty easy to see the potential. Unless of course you had, "I hate Apple" blinders on.

The iPod was not just another music player, the iPhone was not just another phone and the iPad is not just another computing device. They all have opened an industries eyes to new possibilities.

I sincerely hope at least one or two other companies do produce a competitive product that pushes Apple to keep enhancing the iPad.
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RE: Apple: 3 million iPads in 80 days
gtdworak 22nd Jun 2010
@psquared007
"I sincerely hope at least one or two other companies do produce a competitive product that pushes Apple to keep enhancing the iPad."

They will. They have the best R&D in the world, Apple itself. Of course they'll always be one generation or more behind Apple's latest version.
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RE: Apple: 3 million iPads in 80 days
Steve Webb 22nd Jun 2010
@psquared007 "I sincerely hope at least one or two other companies do produce a competitive product that pushes Apple to keep enhancing the iPad."

Competition doesn't drive Apple; customers drive Apple! When Apple sells you a product, they hope they have created a customer for life; and they try to figure out how they can get you to let go of that product for something newer.
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@psquared007
A very good and informative article indeed . It helps me a lot to enhance my knowledge, I really like the way the writer presented his views.
gadget personalizzati. thanks!
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RE: Apple: 3 million iPads in 80 days
rossdav@... 22nd Jun 2010
@banned from zdnet
I realize this all sounds a bit "fanboi"'ish, but I also don't own an iPad (but I do have a iPhone and I love it!).
It is kind of fun to see the iPad do well. I honestly don't see much use for it, but obviously some people do.
Again, I think this is Apple putting together a solid and beautiful product that solves some real (although in this case I would say "niche") needs.
Good on them.
If you want to know why we're "fanbois" - let's see some innovation elsewhere!
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RE: Apple: 3 million iPads in 80 days
ConstableOdo 22nd Jun 2010
@rossdav@...
It's understandable that some people don't have a use for an iPad or say it's rather expensive or it duplicates some device they already have. It's just that when people start saying that an iPad is useless for everyone or that something is going to fail because of this reason or that, it doesn't make sense at all. Consumers buy what they like and sometimes it's unexplainable. Geeks do not possess the Holy Grail of marketing or average consumers' desires. I'd say that Apple has a far better understanding of what consumers find attractive or appealing. It appears they've figured out some formula that works relatively well.
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@banned from zdnet
Actually it wasn't obvious, at least to me, in january. I expected the iPad to have moderate success, around 5-6M sold. It sure looks as if that figure will be eclipsed by the end of 2010.
After visiting an Apple store this month, it took me around 3 minutes to realize that I wanted one. I now have one and it meets around 95% of my computing needs at home. My GF and I actually see a future with only one computer at home and each of us having our own iPad.
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RE: Apple: 3 million iPads in 80 days
itanalyst2010 22nd Jun 2010
@MG537 ditto here, I didn't think I would want one but then I played with it and got one of my own.....I love that I can put all my certification study materials on it and study on the go and at the gym when I'm on the cardio machines, I would not be able to do that with a laptop, and I don't have the annoying heat signature the laptop has when I'm using my IPad in bed. The future of computing has arrived and it is the IPad, laptops are outdated dinosaurs from the 1980's whose time has come to go extinct.
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RE: Apple: 3 million iPads in 80 days
The Danger is Microsoft 22nd Jun 2010
These analysts are crazy! Why raise the expectation so high? So that Apple stock can fall if they don't meet that demand!

I hate how analysts can effect the outcome so easily by their crazy predictions. Yes, Apple is doing great! But the analysts can easily make it look like they aren't by their lofty estimates.
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Your logic seems weak.
vulpine@... 22nd Jun 2010
@The Danger is Microsoft Let's consider. Apple sold the first million in what, 28 days? The second million at 59 days, only 25 days later and now, at only 21 days after that, a third million. Roughly speaking, that's a million every 3.5 weeks and accelerating. Ok, maybe things will start to slow down, but if we assume for the moment that it averages a million a month for the rest of the year, that's another 6 million, or a total of 9 million since it first hit the market. By no means is that a crazy prediction. It's not raising the expectation, it's accommodating measurable fact. On the other hand, if the sales numbers stabilized right now on the current average, that's over 7.6 million more by the end of the year, totally ignoring the upcoming school and holiday buying seasons.

If I really wanted to stretch it, why not assume that the current rate of a million every three weeks is where it stabilizes--now it's 9 million more by the end of the year and a total of 12 million in only 9 months! Is this crazy expectation, or merely extending what we already know to be happening?

I personally believe that Deusch Bank is making a very realistic projection.
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RE: Apple: 3 million iPads in 80 days
Partners in Grime 22nd Jun 2010
I think Apple is selling them faster than they can make them. Delivery shows 7-10 days. Apparently the factories can now churn out a million iPads in 21 days.
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I am still not getting it
paul2011 22nd Jun 2010
Played with iPad in apple store for almost an hour and did not find anything really valuable about it. It looks good, but if you want to have more than one webpage open at a time it sucks. It is also too heavy to hold in one hand for more than 10 minutes and that glossy screen is just irritating. The only part that is great about it is scrolling and zooming. But I would never pay $500 for scroll&zoom.
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Re: I am still not getting it
mKind 22nd Jun 2010
@pauliusp
Thats perfectly normal. All the people don't find value in all the products.

I don't have an iPad. But I am surely going to buy one - the following are the reasons

- While I am lying down in the bed or sitting on my sofa I want a light weight device to just browse the net casually, watch photos on the web, watch youtube, read article on Wikipedia etc.

- While I am travelling I want to carry a light weight device to browse the net to look for information, read my emails etc.

For doing the above mentioned work I do not mind spending 500$.
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RE: Apple: 3 million iPads in 80 days
MSFTWorshipper 22nd Jun 2010
@mKind Congrats - keep funneling money into Apple's coffers for a mere toy.
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@mKind
little man?

Pagan jim
  • Flagged
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RE: Apple: 3 million iPads in 80 days
vulpine@... 22nd Jun 2010
@MSFTWorshipper, a toy cannot be used for business; businesses are already using the iPad. Despite your bias, Apple is proving yet again that the old way of doing things is not necessarily the best.

The world changes, MSFTWorshipper--if you don't change along with it, you get left behind.
  • Flagged
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You'd be better with a Samsung Tape!
i2fun@... 22nd Jun 2010
@mKind Same chip as a iPhone4 and Galaxy S Phone with front facing camera and ability to 3G/WiFi video conference and stream directly to your HDTV with DLNA. Not only that, but you can also use it as your remote for Samsung HDTV's. It has the superior Super AMOLED screen (exclusive to Samsung mobile devices for 1 1/2 yrs). Coming to all four wireless providers and this screen has many times greater contrast than even iPhone4 Retina and much better visibility in direct sunlight less glare along with better touch sensitivity with the Touch Interface part of the screen layer. Only TWO layers meaning better responsiveness.

Share your videos wirelessly with DLNA to your HDTV in Bedroom or Living Room. Use it as a whole house control and monitoring system with extra modules that are plug n play acting as a WiFi hotspot for your computers, etc. It'll even act as a DLNA control when your away from home with internet ready tv's, etc!!!

And the chip will be clocked to 1.2gHz!!! ....remember iPhone chips is a Samsung and Intrinsity designed processor for Samsung FIRST... and the only things that are different is the instruction sets embedded in the metal of the chip, that's simply been renamed!!!
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RE: Apple: 3 million iPads in 80 days
Chip Moody 23rd Jun 2010
@mKind
Yeah, with a totally objective tag of "MSFTWorshipper", right? happy

Calling the iPad a "mere toy" only reveals your level of ignorance with regards to it specifically, and consumer electronics in general. But you have fun with your M$ Kin, 'k? happy
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@mKind
If I may add, me too don't mind spending $500 for this functionality because iPad does all this things way better than any smart phone and much better than notebooks or even netbooks (they are all so slooooow!).
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RE: Apple: 3 million iPads in 80 days
mrgoodall 22nd Jun 2010
@pauliusp , if you didn't get it, why did you stay for an hour? I don't get LaPerla lingerie vs Victoria's secret vs Hanes since there gonna end up on the floor regardless, but it doesn't take me an hour to decide I dont like something when Im holding it, touching it, etc. As far as the too heavy to hold bit, you sure about that? I was just in the Apple store this weekend and all the assocs are using iPads for checkout and no, I saw no one complaining about hands hurting, and yes i was there for more than 10 minutes.

In other words, been hanging out by any bridges lately?
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RE: Apple: 3 million iPads in 80 days
MSFTWorshipper 22nd Jun 2010
@mrgoodall You think AAPL employees are gonna bite the hand that feeds them? My god!
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Yup very bitter... Very small
James Quinn 22nd Jun 2010
@MSFTWorshipper
Now bitting the hand that feeds them or not "IF" the iPad were to heavy to hold an Apple employee would be unable to do so period end of story. Regardless of weather it would be considered a bitting of the hand that feeds them what is physically impossible to do is physically impossible to do. Nuff said bitter one:P

Pagan jim
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Enough kool-aid drinkers out there
MSFTWorshipper 22nd Jun 2010
@pauliusp willing to shell out $500, $600 for scroll & zoom that's "snappy". They don't care about having real functionality(multiple tabs) and full internet(Flash). They're the Apple sheep.
@MSFTWorshipper - i said this from the beginning.. when everyone was asking why would i buy this? that these pundits have it bass akwards.. that in short order, most people will be asking themselves why do they have a desktop or laptop and it's now happening.. the fact is that a device like this fulfills about 90-95% of what people want to do.. and in a form factor that is very convenient... people might very likely continue to have a desktop for doing heavy lifting, but for 90-95% of the time this is all anyone needs..

the public has spoken and they are saying that they reject the complexity and BS of traditional computers and this is what they want.. as stripped down, sleek, streamlined device that just does the things that they want, the way they want to do them and it doest those things well, fast, and with great longevity in battery life..

so you can talk about kool aid and say people have been hypnotized and discombobulated by Steve Jobs all you want.. lol.. but the fact is that the world is moving on.. and you've now turning into the crazy old fart who's always complaining about how great it was back in the day.. that real men use mainframes and CLI.. and chisel and stone.. lol..
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Bitter One....
James Quinn 22nd Jun 2010
@MSFTWorshipper
Yeah so missing flash.. NOT!

Functionality? Seems that is a subjective opinion and while your opinion is correct for well you it hardly means it is correct for others. You do understand this basic concept do you not?

Pagan jim
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RE: Apple: 3 million iPads in 80 days
psquared007 Updated - 22nd Jun 2010
@pauliusp

an hour is a long time in the store, but may not be enough time to appreciate the possible bene's of the iPad. I'm not saying you are wrong for not seeing value. That's a very personal thing.

For me, it's the instant on, long battery life and decent screen size that make it compelling. I've carried a laptop for years, mostly for e-mail, web browsing and light word processing. All of which I expect the iPad may do well enough for me. The things I hate about my laptop, relatively slow boot 1-2 minutes, battery life and it's a bit large to crack open, especially on a plane. I know a netbook may also be an option. I don't have either yet.

Here's the real beauty...chances are in a year or two the iPad will be lighter (maybe not much) and be able to handle multiple web pages. Hopefully it will stay close to the same size and become more integrated for sharing documents seamlessly. One things for sure, it will evolve.
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RE: Apple: 3 million iPads in 80 days
The Danger is Microsoft 22nd Jun 2010
@pauliusp - You CAN open multiple pages. Either click the + symbol to open a blank page or press and HOLD your finger on a link on your current page to open the link in another.
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@pauliusp Too heavy to hold in 1 hand for more 10 mins, I'd call that laziness on the person holding the damned thing. If people would work out more, then this iPad would definitely be not that heavy !!!
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RE: Apple: 3 million iPads in 80 days
GeoffMichael 22nd Jun 2010
I don't have an iPad and I'm not yet sure I will. Although my office has two Dell laptops, I also have a late model 24" iMac, a 13" MacBook Pro, and an HTC Evo 4. With the iPad in the middle of my MB Pro and Evo 4, I haven't, as yet, seen a need (as opposed to a want) for the iPad or something similar.

Whether it's the Windows-based PCs, the Macintosh-based PCs, or the Android-based Evo 4, they all perform reasonably well and up to my expectations. Depending upon which one I'm working, I like them all.
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I honestly didn't think I'd want one, and I am a total fanboy/girl. I went to the store and played with one, still wasn't interested, and then my director brought one on set and I really got a chance to integrate it into my work system and I'm hooked. It's not in my budget right now, and I'd like to wait a few more months to see if they decide to drop a price drop bomb or release an update (although I'm guessing that will follow the iPhone update schedule), but I'll be getting one.
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Apple will sell even more!
mtpgalli 22nd Jun 2010
We just did a survey on the iPad and were surprised by the high number of people that still want to buy an iPad in the short term. Our estimates are that Apple could sell as many as 7 million iPads by the end of summer! The survey is at; http://keirseyresearch.com/ipadsurvey.html
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@mtpgalli - interesting article and survey. What's particularly eye catching is the % of Kindle owners that are buying iPads - if I was Amazon and I had your survey data, I'd be investing a big chunk of resources in my Kindle iPad app. Pretty clear that the price war on e-readers isn't going to stem this flow...
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I think the interesting question is how much use will each iPad get after purchase. I've been taking one home from work for a bit, and while it is a beautiful intriguing device, I still gravitate to my laptop or netbook as much of what I do requires input. And I find it just a tad too heavy to hold and read for more than 10 minutes.

Like the Wii, the iPad introduced a new way of controlling things, but how much of it is novelty and how much of it is substance remains to be seen. A lot of Wii's were bought and then became dust collectors after a few months.
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RE: Apple: 3 million iPads in 80 days
ConstableOdo 22nd Jun 2010
Oh, look. Apple is again faking demand to drive up the hype. Nope, nobody is going to buy an iPad because "it's a useless toy with a crippled OS" and "it doesn't support Flash" and "it has no USB port". We know that most consumers are really waiting for that Windows 7 desktop OS tablet so they can use a stylus that Bill Gates loves so much. OK, now that Apple has sold three million, all the fanboys have one so sales will completely stop tomorrow or the next day.

These are things the iHaters will continue to say as iPad sales reach at least 9 million or so by the end of the year. That useless, overpriced toy that is hated by all techno-geeks will easily be named the device of the year. Thanks, Steve for not listening to the naysayers. You've proved they don't know a damn thing about what average consumers want.
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RE: Apple: 3 million iPads in 80 days
studentrightsx 23rd Jun 2010
Smoke the competition as usual there magical products!
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...Meanwhile 200 million netbooks will be sold this year.
It all makes for some great quotes:

"I think there is a world market for maybe five computers."
- Thomas Watson, chairman of IBM, 1943

"Computers in the future may weigh no more than 1.5 tons."
- Popular Mechanics, 1949

"I have travelled the length and breadth of this country and talked with the best people, and I can assure you that data processings is a fad that won't last out the year."
- The editor in charge of business books for Prentice-Hall, 1957

"But what...is it good for?"
- Engineer at the Advanced Computing Systems Division of IBM, 1968, commenting on the microchip

"There is no reason anyone would want a computer in their home."
- Ken Olson, president, chairman and founder of DEC

"Indeed, it would not be an exaggeration to describe the history of the computer industry for the past decade as a massive effort to keep up with Apple."
- Byte, December 1994

When the dust settles - and it has many times - Apple stands among the fallen. As for the naysayers, bring it on. Your comments are priceless in the end.
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