MacBook Air: A $3 Billion Revenue Opportunity

J.P. Morgan hardware analyst Mark Moskowitz has increased his assessment of the MacBook Air's revenue opportunity from $2.2 billion to $3 billion-plus, reports AllThingsD.

"Our conversations with industry contacts, coupled with our team's recent Asia tech food chain trip, indicate that the MacBook sell-in trend continues to exhibit increasing momentum," Moskowitz says. "Over the next 12-18 months, we think that the average quarterly run rate of the device could reach 700,000 units, which implies a $3 billion-plus revenue opportunity."

Apple is expected to release a Sandy Bridge MacBook Air within the next month or so. Today a rumor predicted that Apple would wait until Mac OS X Lion dropped before releasing any new hardware.


Read More