In research note released this morning, RBC Capital Markets analyst Mike Abramsky shares the results of a ChangeWave survey of over 3,200 respondents earlier this month revealing pent-up demand for Apple's forthcoming iPad, with demand even exceeding that for the original iPhone in 2007. According to the survey, 13% of respondents are either somewhat or very likely to purchase an iPad, compared to only 9% in a similar survey conducted prior to the launch of the original iPhone.
Percentage of respondents likely to buy iPad (Feb 2010) and iPhone (Apr 2007)
The survey also provides an interesting glimpse at model preferences for potential iPad buyers, with the highest percentages of buyers planning to purchase the low-end 16 GB Wi-Fi-only model at $499 and the high-end 64 GB Wi-Fi + 3G model at $829. Demand for the various capacities among the two iPad lines clearly shows opposing relationships, with budget-conscious customers focused on the Wi-Fi-only model opting for only 16 GB of storage while those springing for the added 3G connectivity are also preferring to max out on storage at 64 GB.
Model preferences for potential iPad buyers
The report also notes that only 8% of customers have balked at iPad pricing, significantly lower than the 28% who were unwilling to pay Apple's prices for the original iPhone prior to its launch.
In examining probable cannibalization of existing Apple products, the RBC/ChangeWave survey found 25% of respondents planning to delay purchasing one or more other Apple products in favor of obtaining an iPad, with the iPhone, iPod, and Mac notebooks all seeing potential hits in the 9-10% range. Cannibalization appears significantly lower for Mac desktop machines and the Apple TV.
Percentages of planned iPad buyers delaying purchases of other Apple products (Sums to 33% due to some respondents delaying purchase of more than one product)
While the survey results suggest possible strong early adoption of the iPad and upside compared to previously-estimated customer purchasing plans, RBC continues to predict a base case of five million iPads sold for calendar year 2010, adding $2.4 billion in revenue and an additional $0.33 per share of earnings to Apple's bottom line.
Tuesday November 19, 2024 12:12 pm PST by Joe Rossignol
Barclays analyst Tom O'Malley and his colleagues recently traveled to Asia to meet with various electronics manufacturers and suppliers. In a research note this week, outlining key takeaways from the trip, the analysts said they have "confirmed" that a fourth-generation iPhone SE with an Apple-designed 5G modem is slated to launch towards the end of the first quarter next year. In line with previo...
Sunday November 17, 2024 5:18 am PST by Joe Rossignol
Apple released the AirTag in April 2021, so it is now three over and a half years old. While the AirTag has not received any hardware updates since then, a new version of the item tracking accessory is rumored to be in development.
Below, we recap rumors about a second-generation AirTag.
Timing
Apple is aiming to release a new AirTag in mid-2025, according to Bloomberg's Mark Gurman....
Sunday November 17, 2024 3:03 pm PST by Joe Rossignol
While the Logitech MX Master 3 is a terrific mouse for the Mac, reports claiming that Apple CEO Tim Cook prefers that mouse over the Magic Mouse are false.
The Wall Street Journal last month published an interview with Cook, in which he said he uses every Apple product every day. Soon after, The Verge's Wes Davis attempted to replicate using every Apple product in a single day. During that...
Tuesday November 19, 2024 10:10 am PST by Juli Clover
Apple today released iOS 18.1.1 and iPadOS 18.1.1, minor updates to the iOS 18 and iPadOS 18 operating systems that debuted earlier in September. iOS 18.1.1 and iPadOS 18.1.1 come three weeks after the launch of iOS 18.1.
The new software can be downloaded on eligible iPhones and iPads over-the-air by going to Settings > General > Software Update. Apple has also released iOS 17.7.2 for...
Wednesday November 20, 2024 3:42 am PST by Tim Hardwick
AT&T has begun displaying "Turbo" in the iPhone carrier label for customers subscribed to its premium network prioritization service, according to reports on Reddit. The new indicator seems to have started appearing after users updated to iOS 18.1.1, but that could be just coincidence.
Image credit: Reddit user No_Highlight7476
The Turbo feature provides enhanced network performance through ...
Monday November 18, 2024 1:07 pm PST by Joe Rossignol
In a research note with Hong Kong-based investment bank Haitong today, obtained by MacRumors, Apple analyst Jeff Pu said he agrees with a recent rumor claiming that the so-called "iPhone 17 Air" will be around 6mm thick.
"We agreed with the recent chatter of an 6mm thickness ultra-slim design of the iPhone 17 Slim model," he wrote.
If that measurement proves to be accurate, there would be ...
Tuesday November 19, 2024 10:52 am PST by Juli Clover
The iOS 18.1.1, iPadOS 18.1.1, and macOS Sequoia 15.1.1 updates that Apple released today address JavaScriptCore and WebKit vulnerabilities that Apple says have been actively exploited on some devices.
With the JavaScriptCore vulnerability, processing maliciously crafted web content could lead to arbitrary code execution. The WebKit vulnerability had the same issue with maliciously crafted...
