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Apple may sell 700K MacBook Airs per quarter, spur copycats

updated 11:40 am EDT, Thu June 16, 2011

JPMorgan sees MacBook Air as key device

Apple may be selling enough MacBook Airs to make it a cornerstone of its computer business, JPMorgan analyst Mark Moskowitz said in a research note Thursday. Based on an understanding that first quarter sales of the ultraportable were sequentially up 2.9 percent to 432,000 where Macs as a whole were down 10.5 percent, he expected Apple to move as many as 700,000 of the notebooks each quarter in the near future. He had already seen it making $2.2 billion in revenue for Apple but now saw it topping $3 billion or more.

As a result of the success, Apple is expected to get a lot of imitators, Moskowitz said. Many would chase the Air because they saw it as epitomizing the features that tablets did well and which they couldn't manage with their own tablets. The use of an SSD makes them both much faster to start up and use than most notebooks but also makes them lighter and thinner.

While the shipment figures aren't likely to be confirmed by Apple, the predictions of similar systems have already been coming true. Intel has formally enshrined the ultrabook concept of a very thin, fast-starting notebook with long battery life with criteria effectively based around the MacBook Air. The new ASUS UX21 is widely considered an attempt to clone the core of the Mac's experience.

Sales of the Air may get a swift kick in the next few weeks, as an update is rumored to be arriving by late June or July. New models would jump to low-voltage Core i5 and i7 processors and get a corresponding leap in real-world performance over the current Core 2 Duos.



By Electronista Staff
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Comments

  1. ggirton

    Fresh-Faced Recruit

    Joined: Nov 1999

    -2

    if Apple agreed with 700,000

    I think they would be making more MacBook Airs.

    You don't get to 700 from 432 "in the near future"
    with a growth rate of 2.9 percent. A price drop
    of $100 would help, but it also brings down the
    average selling price.

    The iCloud advantage doesn't go into effect until
    Autumn, so I think this forecast must be for
    second half of the year -- and it cannibalizes low
    end of MacPro line, so ... I call hand waving.

  1. SockRolid

    Forum Regular

    Joined: Jan 2010

    +6

    Blame Microsoft

    Re: ..."The new ASUS UX21 is widely considered an attempt to clone the core of the Mac's experience."...

    The core of the Mac's experience is OS X. Good luck attempting to clone that.

  1. Salsa

    Forum Regular

    Joined: Oct 2003

    -3

    The key is the core i5 and i7

    The boost in sales would come from switching to the much faster core i5 and i7 CPUs. The problem is, of course, the cannabalization of the Mac Pros, but if Apple doesn't do it, somebody else will.

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