iPad mini will be competition's 'worst nightmare,' says analyst

iPad mini will be competition's 'worst nightmare,' says analyst

Summary: Apple doesn't need to match the cut throat price of Amazon or Google's tablets in order for the iPad mini to be the "competition's worst nightmare".

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TOPICS: iPad, Apple, Hardware, Tablets
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If Apple releases an iPad mini, it could be very bad news for the competition.

Sterne Agee analyst Shaw Wu claims that he is "picking up much increased component sourcing activity for what appears to be for a smaller form factor iPad," and that a release of a petite version of the iPad by Apple could be "the competition's worst nightmare".

Wu estimates that the Apple could sell as many as 16.5 million iPad mini units in the September quarter, a figure that's lower than the consensus estimates of 17-18 million, but still a figure that should strike fear into the hearts of the competition.

The December quarter could be even better, with Wu estimating that Apple could shift as many as 22.3 million iPad minis.

When it comes to pricing for the iPad mini, Wu doesn't think that Apple needs to lowball the price in the way that Google and Amazon have done with their $199 tablets. "A price point of $299 or $349 makes sense," says Wu.

In other news, Wu says that negative press coverage of the iPhone 5 relating to scratches, a purple haze present in photos, and the downright poor Maps app hasn't impacted supply and demand.

"From our latest supply chain work, we have not picked up a drop-off in demand and production appears to be improving with the bottleneck moving from components (like the in-cell touchscreen) to the assembly of the iPhone 5 itself," says Wu. He goes on to predict sales of 27 million for the September quarter, with this rising to 46.5 million in the December quarter.

Image source: Nickolay Lamm/InventHelp.

Topics: iPad, Apple, Hardware, Tablets

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80 comments
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  • Final Verdict Straight From Users: iPhone 5 vs Galaxy S3

    Please read this interesting article and do comment,

    Final Verdict Straight From Users: iPhone 5 vs Galaxy S3
    http://www.worldlazythinkers.co.cc/2012/10/final-verdit-straight-from-users-iphone.html

    Thank You!
    risingspark
    • hard to read commentary do to the misuse of words and grammar.

      The commenatary doesn't say much, just that some people like Apple, others don't. That is obvious without reading any commentaries.
      dhays
      • pot is calling cattle black

        "hard to read commentary do to the misuse of words and grammar" should be "hard to read commentary DUE to the misuse of words and grammar".
        ForeverSPb
        • Cattle?

          Got to love grammar police...
          dblizard87
        • Is Grammar Nazi an elected position, or is it self-appointed?

          Is Grammar Nazi an elected position, or is it self-appointed?
          mlashinsky@...
          • Redundant much?

            Yeah, because proper command of the language by people who are freaking PUBLISHED, whether online or not, is just WAY to much to ask in this day and age.

            Clue: Grammar and spelling exist for a reason, your ignorance of same notwithstanding.
            .DeusExMachina.
          • That should be

            way *too* much. :)
            cliffdunaway
          • The record's stuck

            The record's stuck
            the record's stuck
            the record's stuck...
            AmraLeo
    • Sure, let me rush right over

      to help you get clicks when you spam the talkbacks here.
      non-biased
  • Incorrectly labels maleware

    as a virus in the above post. Anyways, it doesn't matter, both devices will be strong and popular. The real looser is Microsoft, who is bringing out a buggy rushed mess of a stop-gap product next month, into the teeth of energized, extremely strong competition. If you get one of the W8 tablets, it's like getting the third place toy for a present. Sure you pretend and say you like it, but you're still disappointed inside.
    Tony Burzio
    • Interesting....

      "Incorrectly labels maleware as a virus in the above post. Anyways, it doesn't matter"

      Then why mention it?

      "The real looser is Microsoft, who is bringing out a buggy rushed mess of a stop-gap product next month, into the teeth of energized, extremely strong competition."

      While it's certainly possible that the Surface tablets with Windows 8 could bomb... How do you know it's a "buggy rushed mess"? Have you had one in hand to evaluate it?

      Oh and it's malware, not maleware... anyways, it doesn't matter.
      Badgered
    • words

      The word is loser, not looser. Completly different meanings.
      dhays
  • Could be. Or the supply chain activity could be from a 7" Surface.

    Or a bunch of other oem W8 minis. :)
    Johnny Vegas
    • 7" Surface?

      I am betting we won't see anything close to 7" in size from Microsoft, running Windows 8. Also I bet there's some type of clause in the contract OEMs signs that restricts them from building 7" size tablets.
      dave95.
      • To answer you question..

        The lowest size screen Windows 8 or Windows 8 RT is 7 inches. I'm not sure what the largest is. I heard that on Windows Weekly or something like that.
        SmoothDouglas
    • Um, no

      The idea that supply chain chatter about A6 chips and 7" in-cell Retina Displays is most decidedly NOT about a 7" Surface.
      Please.
      .DeusExMachina.
      • Edit

        The idea that supply chain chatter about A6 chips and 7" in-cell Retina Displays has anything to do with a 7" Surface is ludicrous. The chatter is most decidedly NOT about a 7" Surface.
        .DeusExMachina.
    • Why it the world would

      Apple's supply chain purchasing have anything to do with anything other than Apple products.
      non-biased
  • watch out the 99 dollar china tablets

    apple makes commodites,phones ablets,computers,they profit on cheap chna labour
    any one can make phone,tablet computer,also content is gong free,books,apps musc,video
    apples day is done in 2 years time its stock price will be 20 dollars re the 16 millon ipad minis

    apple has only orderd 10 million,the only one that can make good screens for apple is samsung

    and apple is not using them thats why you see screen bleed in the pad and iphone 5


    if apple prices more than nexas 7 which is comng out wth 32gb it wll fail

    ipadmini will also cutting into ipad3 sales

    next year most people will use a smart phone not a tablet


    the chna 99 dollaR TABLETS ARE GETTING BETTER
    beau parisi
    • Cause those $99 China tablets worked so well in the past.

      Those cheap straight for the factory Android tablets was such a success in the past that Apple should be scared. ;-)
      dave95.