Analyst: iPad Sales to Drop Drastically in Q1 2015, iPad Pro Production to Be Delayed Until Q2 2015

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Posted November 13, 2014 at 2:03am by iClarified

KGI Securities analyst Ming-Chi Kuo predicts that iPad sales will drop drastically in Q1 2015 and that production of the rumored iPad Pro won't start until Q2 2015.

"We forecast iPad shipments will fall 54.5% QoQ to 9.8mn units in 1Q15, given a lack of new applications, tablet market saturation and slow season."

"We believe that, in a major shift, while Apple (US) used to be able to use new form factor designs to boost demand, it has failed to do so this time around. The lighter and thinner iPad Air 2 will face strong headwinds in increasing sales in 1Q15, we believe; we also hold that this means that iPad, along with the entire tablet market, is faced with structural challenges characterized by a lack of new applications and market saturation. We don't think these challenges will be easily overcome by upgraded specs, new form factor designs or lower prices."

Kuo's estimate of 9.8 million units for 1Q15 is low considering Apple sold 16.35 million in 1Q14; however, iPad sales have been down for the past three quarters in a row.

In regards to the iPad Pro, Kuo believes the device will use an oxide panel to achieve a "high resolution, quick response, and high color saturation". He says production is being pushed back to provide time necessary for component yield and assembly.

Recent reports have the iPad Pro sporting a 12.2-inch display, a thickness of around 7mm, and speakers at the top and bottom, perhaps for stereo.

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[via MacRumors] [via AppleInsider]

Analyst: iPad Sales to Drop Drastically in Q1 2015, iPad Pro Production to Be Delayed Until Q2 2015

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iBend - November 14, 2014 at 5:37pm

You forgot its great special feature of bending!!! Which is a plus...

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Al Gorilla - November 13, 2014 at 1:18pm

Love the fact that iSheeps loves to buy iJunks! LMAO!

lepaka - November 13, 2014 at 7:38am

the markting strategie is killing themselves. my iPad2 is only 3 year hold, worked perfectly until iOS7, now is in the box with iOS8, it is just a brick i have at home. Apple blocked the downgrade to iOS7 and kill my interest in having a iPad. I am just one in thousands, mayby millions ... this Apple behaviour will kill them in a short period. Pink Floyd wrote a music in 1972 which applies 100% to this fellows, just listen "Money".

gamerscul9870 - November 13, 2014 at 11:41am

nice try. They are doing a huge success in marketing strategy. Apple blocked downgrade from iOS 7 because it's not signed with them anymore due to 8. Unless you saved your data and backed it up to icloud when you had no choice but to upgrade, you'll still have everything with it from ios 7 but it's what ipad supports.

iBent - November 13, 2014 at 5:58am

People are simply bored of apple. Nothing new. New devices are copy of others and with12 inch iPad they are trying to do the same. This is the beginning of apples END.

Luciano - November 13, 2014 at 2:16am

Why would I need an iPad when I have an iPhone 6 plus ? This is my tablet I do everything with my iPhone

gamerscul9870 - November 13, 2014 at 2:19am

It's size that matters to you!

tommyy - November 13, 2014 at 2:25am

iPhone 5.5 inch is too small for long period web-surfing. iPad 9.7 inch is much better. and 13"-17" laptop is too heavy even Macbook Air.

gamerscul9870 - November 13, 2014 at 2:27am

You must be untrained by the muscle. My mb pro feels fine on me. Not as forceful as bulky pc junk.

gamerscul9870 - November 13, 2014 at 2:13am

Yawn. Just trying to give others a chance after all the years in the success ipad got. This is yet the biggest launch of ipad by far. The worlds less reflective and thinnest tablet that's more than twice as fast than the iPhone 6. But if the 12" is the real reason people are waiting, so be it.