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Suppliers: Apple may ship 65 million iPads in 2011

updated 09:40 pm EST, Tue December 28, 2010

LCD makers put Apple's iPad shipments at 65m

Apple could ship as many as 65 million iPads in 2011 based on the LCD orders it's placing, according to estimates from Tuesday night. LG Display is still said to be shipping the bulk of the tablet's displays, at 35 million, but frequent contributor Samsung and relative newcomer Chimei Innolux are each though to be pitching in 15 million of their own. Observers in the business told Digitimes this might be a positive sign for Apple's next iPad but also that it could represent an overcommitment.

It wasn't mentioned why Apple might try to order more than needed, but it has been known to order a large quantity of flash memory knowing that overstock would force prices down and let Apple buy in at a lower price. Alternately, companies may sometimes have suppliers prepare for more production than is actually necessary in case there's surprise demand or one of the component makers has a problem. iPad shipping numbers were low for the first few months as LG Display couldn't keep up with initial demand, leading to the Samsung deal.

If the estimates are close to Apple's actual shipping goals, it could help the iPad lead the tablet market for longer than thought. Analyst guesses have had Apple shipping roughly 40 million iPads in 2011, and delivering almost two thirds more could keep it the market leader if Android and BlackBerry PlayBook tablets don't keep pace.

Shipments for 2010 alone could also be higher than expected. LG and Samsung combined are thought to have delivered 3.7 million iPad displays just in November, and combined with past production may have seen Apple take 16.76 million iPads through all of 2010. The data is unconfirmed, as is the 2011 figure, but if true it would see Apple receiving more iPads in the fall than the spring and summer combined, when it took 7.5 million.



By Electronista Staff
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Comments

  1. bobolicious

    Dedicated MacNNer

    Joined: Aug 2002

    +7

    iPad is amazing...

    ...I just don't see any pc non-design mindset being able to even copy something this holistically elegant or useful - they may add a feature list but I can't see it adding up - even the fragmentation would make this impossible - the fit & finish & the sync between desktop, tablet & phone is remarkable...

  1. slapppy

    Fresh-Faced Recruit

    Joined: Mar 2008

    +4

    Very possible

    I can see that happening.

  1. iphonerulez

    Dedicated MacNNer

    Joined: Nov 2008

    +1

    I hope Apple sells every one of those iPads

    and I dare Microsoft or Intel to say something like the iPad 2 is not affecting netbook or notebook sales at all. If that were the case, why would either of those companies try to promote tablets themselves. They could just stick to peddling their wonderful Atom-powered Windows netbooks to the teeming masses. I seriously doubt that even Oak Trail processors running Windows desktop could even come close to the battery life a dual-core ARM processor running iOS, especially a 7" Windows tablet limited by case size. They'd probably have to do with a roughly 45% smaller battery.

    The author is saying 16.76 million iPads through ALL of 2010, but in essence it's only eight months (three financial quarters) of 2010 and that is absolutely astounding. I'm just dying to see an aluminum uni-body dual-core processor ARM iPad. It should be ultra-stiff. None of that plastic c*** for Apple.

    Microsoft Windows license revenue is going to take a serious beating between the iPad and whatever market share Android tablets take.

  1. chippie

    Fresh-Faced Recruit

    Joined: May 2009

    -4

    Samsung must be loving this

    They get to compete with the ipad and supply it. A double win for them. However, I don't see 65 million ipads selling next year. Looks likes apple is being boisterous. Also, apple products are being sold by many vendors that used to be beneath apple's standards. An oversupply will mean vendors cutting prices to get rid of stock. If apple expands too quickly they will lose control over pricing and damage their brand. After all, nothing is cool if everybody has it!

  1. zghot

    Fresh-Faced Recruit

    Joined: Dec 2010

    +1

    Another way to prevent other manufacturer to produ

    While AAPL will get a good price for those panels with this big order, will make a short unavailability of thiis component for others manufacturer -> increase the price of LCD -> increase the price of tablets.

  1. samirsshah

    Fresh-Faced Recruit

    Joined: Oct 2010

    -5

    My intuition

    iPad prices starting from $400 - 65 million
    iPad prices starting from $500 - 40 million

    Android Honeycomb Tablets (March ship) - 20 -27 million, maybe more but not less

    2012 will see Android Honeycomb overtake iPad

  1. Fonejacker

    Fresh-Faced Recruit

    Joined: Jan 2010

    +1

    Oh great wise one- samirsshah

    can you tell us what the Android prices will be? Can you tell us what size tablets they will be? Can you tell us what the Android tablet OS will be like. How many apps will it have? The Apple iPad will have been out for one year before there is likely an Android tablet to see, touch and possibly buy. It will be a case of catch up, for Android, every year, not sure if Microcopy will have a tablet before end of 2011/2012. While Android may have a fairly competitive smartphone, but not a better product, I am not sure if an Android tablet will sell in great numbers either in the consumer or corporate market place.

    It will interesting to see how many iPads Apple sold, in the 8 months since launch, when Apple reports its financials on Jan 18th 2011. I still believe Apple will be the top dog for mp3 players (iPod touches etc), smartphones (iPhones), and the tablet market (iPad) for many years to come.

    But please old wise one (samirsshah), tell me and Apple where we have gone wrong.

  1. Peter Bonte

    Fresh-Faced Recruit

    Joined: Aug 2001

    0

    2012

    In 2012 the basic iPad will cost $350 (hopefully) and have the best app-store where users are willing to pay for software, cheaper Android devices will have even less of an impact then.

  1. testudo

    Forum Regular

    Joined: Aug 2001

    -1

    Re: 2012

    In 2012 the basic iPad will cost $350 (hopefully) and have the best app-store where users are willing to pay for software, cheaper Android devices will have even less of an impact then.


    In 2012 we're all going to squashed by a meteor or comet or some other earth shattering event, so it really won't matter.

    And don't give me c*** that this isn't going to happen. The Mayans predicted it. I know, because I read it on the internet!

  1. testudo

    Forum Regular

    Joined: Aug 2001

    -2

    yawn

    So component manufacturers are telling stories about the number of items they're selling to Apple. Gee, this couldn't be in hopes of spurring others to start buying and driving up component prices, would it? Nah, they wouldn't do something like that...

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