KGI analyst Ming-Chi Kuo sees Apple iPad shipments declining 30% this year


Connected Apple analyst Ming-Chi Kuo of KGI Securities had predicted that Apple would report 73 million iPhones shipped during the fourth quarter of 2014. It was about as close as an analyst could hope to get to the actual 74.5 million iPhones that Apple said it had sent out from October through December. Now, the analyst is turning his attention to the Apple iPad and things do not look so rosy when it comes to Apple's tablet.

With tablet sales suffering from the competition offered by larger-screened smartphones, and the lack of demand for upgrades similar to the one that drives smartphone sales, Kuo sees Apple shipping 30% fewer iPads in 2015. If he is correct, it would be the sharpest year-over-year decline in iPad history.

For the first half of this year, the analyst expects Apple to ship 18 million iPad units. and believes that the company will struggle to get 45 million out the door in 2015. Last year, Apple shipped 63.4 million iPads keeping it on top of the tablet rankings for the year.

Despite all of the speculation surrounding a 12.9-inch Apple iPad Plus/Pro, Kuo doesn't see such a device adding much to Apple's iPad shipments "anytime soon."


source: 9to5Mac via BGR

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13 Comments

1. DeusExCellula

Posts: 1390; Member since: Oct 05, 2014

Makes sense. The 6 Plus could almost take the place of an iPad Mini and it seems like smaller tablets are trending. The regular sized ipad seems a bit unwieldy compared to the compact design of the iMinis and now there is a phone at a competitive size. The same people who would have gotten an iPad would probably be just as satisfied with an iPhone 6 Plus. just my two cents.

9. vincelongman

Posts: 5804; Member since: Feb 10, 2013

This is exactly why Apple are supposedly releasing an iPad Plus But I have very low expectations for the iPad Plus since rumors are its just a bigger iPad with Note features I would I have much more interested if it was running a touch friendly version of full Mac OS X So it could be a MacBook Air replacement and Surface Pro competitor,

14. cripton805

Posts: 1485; Member since: Mar 18, 2012

That is true, but sales started declining in 2013. We didn't have the bigger popular phones back then. They weren't "as" large as they are today. I think it has to do with Apples lack of innovation with the iPad. People have been upgrading their iPhones primarily for the larger display. I'm curious to see what their sales will look like this year after the 6s. Their stock is either going to go up or it's going to nosedive.

2. Sovat_fc

Posts: 224; Member since: Aug 30, 2014

Who needs a tablet or iPad when you got a 5.5' or larger cellphone?

3. DeusExCellula

Posts: 1390; Member since: Oct 05, 2014

exactly

5. darkkjedii

Posts: 31749; Member since: Feb 05, 2011

Scale down the tablet production Apple, the 6 plus is a beast, and is stealing its thunder. Cash is still flowing in, ya digg.

6. techloverNYC

Posts: 601; Member since: Nov 20, 2012

With iphone 6 plus Apple who will buy a an ipad mini? Remind me of those with Ipod touch and iphone.

7. Neros

Posts: 1016; Member since: Dec 19, 2014

In all honesty you can have ip5/s and ipad air 2 for the price of ip6+. Where's the reason in buying 6+?

8. Martin_Cooper

Posts: 1774; Member since: Jul 30, 2013

Better battery than 5/S, not just better but amazingly better than the truly s**tty battery of 5. Much better camera, optical image stabilization. Even better screen. Faster. Yep everything works, opens and is done faster due to the beast of A8. And few more technical things. I could never own a phablet for more than few months, just too big for my taste. For me an iphone 6 with a tablet of 10inches or more will be perfect blend.

10. Neros

Posts: 1016; Member since: Dec 19, 2014

So you like a phone that costs almost as much as macbook air. Cool beans. Shame ios is such a handicaped os. I'll stick with my note + ipad combo.

11. Diezparda

Posts: 941; Member since: Oct 23, 2013

Android phone and apple tablet, totaly agree... iOS is great for multimedia consumption and ipad standby time is much longer than android tablet i believe. But for productivity android is superior, camera is way better, better screen (although quad hd on phone is kinda waste), and simple.

12. Neros

Posts: 1016; Member since: Dec 19, 2014

Exactly. Ipad is awesome for media consumption with its awesome specs and great battery life and you use it mostly for games, internet, movies, so you don't need any extra functionality. As far as phones are concerned, I'll stick to android handsets due to their almost pc-like versatility and solid battery life. On top of that, I already use a tizen smartwatch which makes the entire android experience even better.

13. Crispin_Gatieza

Posts: 3184; Member since: Jan 23, 2014

I'm not picking on you but you made the comment regarding the iPad being so good for media consumption and watching movies. Yet any time a device comes out with a 4:3 display (like the iPad) it is resoundingly trashed for having an aspect ratio not conducive to watching video.

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