In a conference call yesterday, discussing the company’s quarterly results, Apple executives confirmed that the iPad is still selling just as fast as they manage to manufacture it.
Apple has been making efforts to increase the production of iPads, but as the device becomes available in new markets the general availability remains constraint. At most locations, it is very difficult to find the exact model you are looking for, as the lower cost models sell just as soon as they arrive, with stores making lists of interested customers to be notified on availability.
Apple’s results also showed that iPad sales are not having a negative effect on Mac sales. Sales of both desktop and notebook Macs was significantly up from the same quarter of 2009 and were also up from the previous quarter. At the same time general sales of netb0oks has significantly decelerated which would seem to indicate they are being significantly affected by the iPad.
I suspect that the iPad’s huge sales success may be impacting the sales of netbooks indirectly, in addition to the sales which were not realized because the consumer purchased an iPad. As more companies move to announce their intention of releasing tablets, the certainty that there will be more choice in this market in the near future, might be causing some to wait until those options are available and can be compared to the iPad and existing netbook options.
The tasks that people generally accomplish with an iPad, such as using email, doing Web browsing and consuming media can generally be done with the low-end notebooks and desktops and the sales of these models is certain to take a beating over the next quarters. This, however, will probably have little effect on Apple as Macs tend to be high-end computers and as such are less likely to be replaced by an iPad or competing tablets.
During the conference call there was mention that Apple still had amazing products to release during this year. In general, from the regular pattern of release that Apple has adhered to over the past three years we should expect a refresh of the iPod line soon, probably with a new iPod Touch based on the current iPhone 4 design and feature set and a additional updates to the Mac Pro and iMac product lines.