updated 07:45 am EST, Fri January 20, 2012
Kindle Fire demand cools fast after holiday
Amazon's hot sales of the Kindle Fire during the holidays may not have been sustainable if industry rumors are accurate. Part suppliers claimed to Digitimes Friday that, after shipping six million of the Android tablets in the fall, orders were now down to three million for the winter. The drop was "in line" with anticipation of a post-holiday drop, the insiders claimed, although such a decline would still be steep.
Confirmation isn't likely to come from Amazon. The company is well-known for refusing to provide definite Kindle sales numbers and, in reporting four million Kindle devices sold in December, wouldn't break down how many of those were the Kindle Fire versus e-paper models.
Any decline is likely to help Apple. Touchscreen panel orders from Apple were still seen as "robust" by the supply chain sources and could point to the iPad regaining a wider market share lead. Apple is rumored to be producing seven million iPad 3 units in advance during in the winter on top of one million in the fall and any ongoing iPad 2 production.
Estimates from IDC had the Kindle Fire dropping the iPad to 59 percent of the market in the last three months of 2011.