Is Apple betting the farm on the new iPad (iPad3 or iPadHD or ?)? - Page 12

murraypaul · 03-09-2012, 07:21 AM

Quote:

Originally Posted by Sil_liS

We will soon be swimming in articles stating that it has been a great success and articles stating that it has been a failure. The picture is a Rorschach and everybody can see what they want in it.

I agree with that.
Ultimately what will tell is sales numbers.
I'll throw my guess in and say that Apple will sell more than 5 million iPads worldwide between March 16th and the end of March. I think that is a relatively modest target, and a major success would be more like 7+ million. (Assuming that they have manufactured enough to meet those numbers.)

Sil_liS · 03-09-2012, 07:25 AM

Quote:

Originally Posted by murraypaul

I agree with that.
Ultimately what will tell is sales numbers.
I'll throw my guess in and say that Apple will sell more than 5 million iPads worldwide between March 16th and the end of March. I think that is a relatively modest target, and a major success would be more like 7+ million. (Assuming that they have manufactured enough to meet those numbers.)

There will probably be some significant sales for the older models as well.

monkeyluis · 03-09-2012, 07:59 AM

The end is nigh for apple. :sarcasm:

ScotiaBurrell · 03-09-2012, 09:44 AM

Quote:

Originally Posted by Sil_liS

The MacBook Air has most in common with the Asus Zenbook, and for a 25% higher price you get a product that weighs slightly more while being slightly smaller, lacks some useful ports and has a slightly worse battery. Being worse while costing more is what the people that you call haters see as the Apple trademark.

The OS is very different. Fit and finish to.

Some very important stuff not fit into a chart. Only a 7 here: http://www.theverge.com/2011/11/1/25...ok-ux31-review

azazel1024 · 03-09-2012, 10:03 AM

Unless the BOM is hugely higher than the iPad2's BOM was at release time, Apple was making something on the order of $200 for each iPad 2 sold when they released last spring. I'd imagine the BOM has dropped by at least 10-30% by this point with their economies of scale.

So even on a base Wifi version of the 3rd generation iPad, I bet they are making at LEAST $100 per unit and probably more like $150 per unit initially and it'll probably creep up by another $40-100 over the course of its, expected, 1 year production run before the 4th generation iPad comes out.

I am interested in the iPad gen 3...but not enough to replace my iPad 2. It just isn't significantly improved enough with all my other financial commitments to drop $600-700 on. It would be more because with that high def screen, I'd be loading at least 720p movies on there, which is going to take up enough extra space that the 16GB girl I've got going on now wouldn't be able to cope with much, especially for longer trips away from home. That plus a $100 applecare plus (I've got young kids, it is a miracle to me that they or my wife and I have not broken my ipad or her ipad yet). Figure in at best maybe getting $300 for my iPad 2 16GB Wifi now that the price dropped $100 on new ones and it would probably be roughly $400 to upgrade. Just too much for a much nicer screen (and the iPad2's screen is really nice, if not nearly as high resolution).

Maybe/probably next year with hopefully a lower power Wifi stack and processor with significant processing power upgrades, maybe even better GPU and hopefully lower power consumption either giving longer battery life or allowing Apple to put a smaller capacity battery in the iPad leading to dropping the size and weight more than the new one.

jocampo · 03-09-2012, 11:23 AM

Quote:

Originally Posted by Sil_liS

The MacBook Air has most in common with the Asus Zenbook, and for a 25% higher price you get a product that weighs slightly more while being slightly smaller, lacks some useful ports and has a slightly worse battery. Being worse while costing more is what the people that you call haters see as the Apple trademark..

I bought a MacAir (1st Mac computer in my life) a little bit less than a year ago. And I am not a fanboy; however, I realized that the advantages of the operating system justified the price.

I have the knowledge to install Linux on any modern PC. However, I was limited on the amount of commercial and useful software I can run on Linux.

I still prefer Ubuntu, but as a commercial operating system, Mac Os is better than Windows and 2nd after Ubnutu. Of course, that's my opinion, but it is coming from someone with several Microsoft Certs already passed

....

I can't find or install MacOs (legally) on any other laptop. Plus the look and elegance is unique. No one can't deny that when buying a product, we also want something elegant and nice, that's part of the whole deal.

Now, this can or cannot be a solid argument to you or others, but the most technical people I know at work (and some famous hackers out there) use Mac products. Reason being? it's Unix roots, which you get out of the box.

** DISCLAIMER **
I do not run or use PC Games ;-) ... I use my PlayStation for that. So I do not need a PC.

monkeyluis · 03-09-2012, 01:19 PM

Ubuntu as a tablet OS would run circles around the current android distro. Just my opinion. They always seem to do such an amazing job & the software works wonderfully on most any type of hardware. I wish google would work at it like Ubuntu does. I would consider an Ubuntu tablet in a heart beat. I would also say that the current Ubuntu version is elegant & beautiful.

ilovejedd · 03-09-2012, 01:23 PM

Quote:

Originally Posted by monkeyluis

Ubuntu as a tablet OS would run circles around the current android distro. Just my opinion. They always seem to do such an amazing job & the software works wonderfully on most any type of hardware. I wish google would work at it like Ubuntu does. I would consider an Ubuntu tablet in a heart beat.

Pretty sure you can install Ubuntu on the TouchPad. How well that actually works, I have no idea. I have CM9 running on mine and it's been working pretty nicely so far.

SeaKing · 03-09-2012, 02:49 PM

Let me clarify.

Apple is not dying.
Apple is not going broke.
I never said that.

Apple is merely showing that it is only another big manufacturer that has had a hell of a good run, but the charge is over, the great ideas are not still coming out. This iPad (3?) shows that. We have now had a lack luster iPhone and now a so so iPad. Two Apple mystique disappointments in a row. People are asking "what is going on?"

The luster is not as shiny as it was, and should decrease further.

But Apple lovers need not despair, their money is still good, they will still be able to buy Apples, but those pesky Apple doubters will grow even more annoying.

teh603 · 03-09-2012, 03:09 PM

Quote:

Originally Posted by monkeyluis

Ubuntu as a tablet OS would run circles around the current android distro. Just my opinion. They always seem to do such an amazing job & the software works wonderfully on most any type of hardware. I wish google would work at it like Ubuntu does. I would consider an Ubuntu tablet in a heart beat. I would also say that the current Ubuntu version is elegant & beautiful.

Ubuntu has a long way to go before its main trunk is anywhere near ready for hardcore tablet use. Kubuntu is in a better place thanks to the Plasma Netbook interface. Unfortunately, Kubuntu has just been given the boot from a first-tier fork to a second-tier one because Canonical can't force the Unity interface onto it and remove features that Kubuntu users have come to expect.

Like being able to rearrange the icons on their launchers.

John F · 03-09-2012, 03:20 PM

Quote:

Originally Posted by SeaKing

Let me clarify.

Apple is not dying.
Apple is not going broke.
I never said that.

Apple is merely showing that it is only another big manufacturer that has had a hell of a good run, but the charge is over, the great ideas are not still coming out. This iPad (3?) shows that. We have now had a lack luster iPhone and now a so so iPad. Two Apple mystique disappointments in a row. People are asking "what is going on?"

The luster is not as shiny as it was, and should decrease further.

But Apple lovers need not despair, their money is still good, they will still be able to buy Apples, but those pesky Apple doubters will grow even more annoying.

How about a gentleman's bet. I'll bet you, come this time next year, Apple will have made more money in 2012 then they did in 2011 (or whatever their fiscal year is). If I win you can't post anything about Apple for one month. You win I won't post anything about Apple for one week. (I think I deserve odds).

What do you say?

ilovejedd · 03-09-2012, 03:35 PM

Quote:

Originally Posted by John F

How about a gentleman's bet. I'll bet you, come this time next year, Apple will have made more money in 2012 then they did in 2011 (or whatever their fiscal year is). If I win you can't post anything about Apple for one month. You win I won't post anything about Apple for one week. (I think I deserve odds).

What do you say?

Given how difficult it was to pre-order the 3rd generation iPad (which leads me to believe Apple's website got hammered), I think it's probably safe to say that they've sold a lot of the new iPad. Probably more than the iPad 2. I reckon the only reason there isn't as much stock shortage as last year is because they manufactured a lot more of them this time around.

afv011 · 03-09-2012, 03:37 PM

Quote:

Originally Posted by John F

... come this time next year, Apple will have made more money in 2012 then they did in 2011

That's no bet, that's a guarantee; don't they say that a sucker is born every minute?

Link

Edit:
Before I get hammered for my comment, here's what I mean: many people do not talk about "tablets", but talk about "iPads"; when they go to buy a "tablet", they say "iPad" because they do not know better - it's a trend that will be very difficult to overturn.

afv011 · 03-09-2012, 03:43 PM

Quote:

Originally Posted by John F

How about a gentleman's bet. I'll bet you, come this time next year, Apple will have made more money in 2012 then they did in 2011 (or whatever their fiscal year is). If I win you can't post anything about Apple for one month. You win I won't post anything about Apple for one week. (I think I deserve odds).

What do you say?

On the other hand, maybe Apple is starting to feel the pressure

Quote:

These estimates are always to be taken with a grain of salt but, if UBM TechInsights is to be believed, Apple is cutting into its precious profit margins to keep the price of the iPad flat

Source

ScotiaBurrell · 03-09-2012, 03:45 PM

Quote:

Originally Posted by SeaKing

Let me clarify.

Apple is not dying.
Apple is not going broke.
I never said that.

Apple is merely showing that it is only another big manufacturer that has had a hell of a good run, but the charge is over, the great ideas are not still coming out. This iPad (3?) shows that. We have now had a lack luster iPhone and now a so so iPad. Two Apple mystique disappointments in a row. People are asking "what is going on?"

The luster is not as shiny as it was, and should decrease further.

But Apple lovers need not despair, their money is still good, they will still be able to buy Apples, but those pesky Apple doubters will grow even more annoying.

How often should new device equal to impact of iphone or ipad be relised? Reliease ipod and slowly uupgrade upgrade upgrade. Same with others.

Later a new product will come along here.

03-09-2012, 01:19 PM	#172
monkeyluis Banned Posts: 725 Karma: 656644 Join Date: Oct 2010 Location: Central Florida Device: iPad "3", Kindle Touch, Kindle Fire, iPhone 4S	Ubuntu as a tablet OS would run circles around the current android distro. Just my opinion. They always seem to do such an amazing job & the software works wonderfully on most any type of hardware. I wish google would work at it like Ubuntu does. I would consider an Ubuntu tablet in a heart beat. I would also say that the current Ubuntu version is elegant & beautiful. Last edited by monkeyluis; 03-09-2012 at 01:22 PM.

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03-09-2012, 07:59 AM	#168
monkeyluis Banned Posts: 725 Karma: 656644 Join Date: Oct 2010 Location: Central Florida Device: iPad "3", Kindle Touch, Kindle Fire, iPhone 4S	The end is nigh for apple. :sarcasm:

03-09-2012, 10:03 AM	#170
azazel1024 Groupie Posts: 182 Karma: 346596 Join Date: Jan 2012 Location: Ellicott City, MD Device: Nook simple touch, iPad 2	Unless the BOM is hugely higher than the iPad2's BOM was at release time, Apple was making something on the order of $200 for each iPad 2 sold when they released last spring. I'd imagine the BOM has dropped by at least 10-30% by this point with their economies of scale. So even on a base Wifi version of the 3rd generation iPad, I bet they are making at LEAST $100 per unit and probably more like $150 per unit initially and it'll probably creep up by another $40-100 over the course of its, expected, 1 year production run before the 4th generation iPad comes out. I am interested in the iPad gen 3...but not enough to replace my iPad 2. It just isn't significantly improved enough with all my other financial commitments to drop $600-700 on. It would be more because with that high def screen, I'd be loading at least 720p movies on there, which is going to take up enough extra space that the 16GB girl I've got going on now wouldn't be able to cope with much, especially for longer trips away from home. That plus a $100 applecare plus (I've got young kids, it is a miracle to me that they or my wife and I have not broken my ipad or her ipad yet). Figure in at best maybe getting $300 for my iPad 2 16GB Wifi now that the price dropped $100 on new ones and it would probably be roughly $400 to upgrade. Just too much for a much nicer screen (and the iPad2's screen is really nice, if not nearly as high resolution). Maybe/probably next year with hopefully a lower power Wifi stack and processor with significant processing power upgrades, maybe even better GPU and hopefully lower power consumption either giving longer battery life or allowing Apple to put a smaller capacity battery in the iPad leading to dropping the size and weight more than the new one.

03-09-2012, 02:49 PM	#174
SeaKing Frequent Flier Posts: 1,282 Karma: 2058993297 Join Date: Oct 2011 Device: KB kindle aboard, Galx Tab 7.0 Plus, trying out Droid 1 as mini-tab	Let me clarify. Apple is not dying. Apple is not going broke. I never said that. Apple is merely showing that it is only another big manufacturer that has had a hell of a good run, but the charge is over, the great ideas are not still coming out. This iPad (3?) shows that. We have now had a lack luster iPhone and now a so so iPad. Two Apple mystique disappointments in a row. People are asking "what is going on?" The luster is not as shiny as it was, and should decrease further. But Apple lovers need not despair, their money is still good, they will still be able to buy Apples, but those pesky Apple doubters will grow even more annoying.