iPad

Analyst: Apple's iPad is 'Mac for masses'; 21 million units for 2011

Piper Jaffray analyst Gene Munster is predicting that the iPad will ship 21 million units in calendar 2011, up from the 14.5 million he initially expected. The enterprise will juice demand.

This is a guest post from Larry Dignan, Editor in Chief of ZDNet, TechRepublic's sister site. You can follow Larry on his ZDNet blog Between the Lines (or subscribe to the RSS feed).

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Piper Jaffray analyst Gene Munster is predicting that the iPad will ship 21 million units in calendar 2011, up from the 14.5 million he initially expected.

Calling the iPad the "Mac for the masses," Munster reckons that broader distribution, an international rollout and enterprise demand will drive Apple's tablet.

"We believe the iPad represents a meaningful product category for Apple as a secondary computing device for those who already have a primary computer, a primary device for those who could not previously afford a Mac, and the first Apple product that will be a success in the enterprise; we see the iPad as the Mac for the masses," said Munster.

As noted previously, we can verify the iPad role in the enterprise pretty easily. There are a bevy of projects going on. Sybase's Eric Lai has compiled Google spreadsheets listing education and enterprise iPad deployments.

Among other key points behind Munster's new estimates for the iPad:

  • Apple has caught up with demand. Meanwhile, Best Buy will carry the iPad in all stores by the end of the month. Munster also argues the iPad will land at Target too.
  • A China launch should juice demand. "The iPad is now available in markets where it is more likely that the iPad is used as a primary computing device for those who could not previously afford a Mac," said Munster.
  • The enterprise demand is for real. Munster said:

Of any product Apple sells we believe the iPad has the potential to garner the largest percentage of its sales from enterprise customers. Apple has recently highlighted several business use cases on its site (sales, medical, hospitality, etc.) and on the June-10 conference call the company indicated that over 50% of the Fortune 500 were deploying or piloting the iPad.

4 comments
CharlieSpencer
CharlieSpencer

"...a secondary computing device for those who already have a primary computer..." I don't think the US economy in 2011 is going to have recovered to the point where that many people are going to be looking for secondary devices. To reach those numbers, most of those sales are going to have to be to business users. I don't know the business economy will have rebounded that much either. I don't see companies replacing any laptops purchased in the last 16 months with a desktop and tablet. Maybe two-year-old equipment...

suncatTR
suncatTR

iPad plus add-ons to make it useful at work makes it less portable than a netbook and less useful than a notebook or smart phone. What if Mozilla inspires someone to make its Seabird concept phone a reality. What a great iPad killer--and a terrific [virtual] computer phone on its own. It could happen in 2011 or 2012. That's much better than a giant iPod Touch!

donathon
donathon

I bet Andriod can do much better. iPad without USB support and many functionality of Windows, it is just not a 100% replacement for laptop. Looking at the price, you will know that a netbook with almost full functionality is worth half the price. Somebody just have to come out with a good tablet based on Andriod and Windows 7. The fact that iPad still needs iTunes on a "Real" computer to sync is really laughable... no doubt about it.. LOL...

Gis Bun
Gis Bun

Comback at the end of 2011. Anything can happen. Massive recall because of a faulty battery, to buggy OS to huge improvements to the iPad version 2. These "predictions" are a crap shoot. They assume to much on current data trends. Many predicted a big year in netbooks until the iPad came around.