The iPad mini is certainly a hot product right now, but is it cannibalizing sales of Apple’s other products? A bit, but it’s also creating more demand for Apple products. A recent survey of 1,225 U.S. adults conducted by Cowen and Co. found that 83.4 percent of iPad mini buyers said it wouldn’t replace another […]
Sterne Agee analyst Shaw Wu issued his latest expectations for Apple on Wednesday morning, in which he said that supply constraints on the iPad mini and cannibalization of the larger, more expensive fourth generation iPad could ultimately hurt sales this quarter. Thankfully, however, Wu says that Apple’s iPhone 5 supply continues to improve ahead of […]
Go figure. Apple recently introduced the low(er) priced iPad mini for $329 and, as we suspected would be the case, it’s apparently cannibalizing sales of Apple’s larger, more expensive and more powerful fourth generation iPad. “While not explicitly asked, it is clear in our survey work that iPad 4 is not selling well, cannibalized by […]
Supply chain sources suggested that Apple’s supply problems have been fixed, however, and DigiTimes said suppliers already shipped more than 8 million iPad units during the first two months of the final quarter of 2012. Shipment volumes should remain steady into the first quarter of next year, too.
Several analysts have expressed concern that the iPad mini is cannibalizing sales of Apple’s larger fourth generation and second generation iPad units (the third generation device was discontinued when the iPad 4 launched). Meanwhile, others have suggested that the iPad mini creates more demand for the iPad and, ultimately, doesn’t cannibalize on sales of Apple’s other tablets.