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The iPad is taking a bite out of Mac sales, as demand continued to exceed supply in the quarter, according to comments made by Apple Chief Operating Officer Tim Cook during the company's third-quarter earnings conference call.
iPad 2 demand continued to exceed supply in the most recent quarter, cutting into Mac sales.
(Credit: Apple)
How big a bite? We know this much. Apple shipped a record 9.25 million iPads during the quarter, a 183 percent increase over the same quarter last year. Meanwhile, it shipped about 3.95 million Macs in the third quarter, a 14 percent increase from last year.
While the numbers alone suggest some cannibalization of Macs, Cook was even more specific. "In terms of cannibalization, we do believe that some customers chose to purchase an iPad instead of a new Mac during the quarter," he said. Not surprisingly, Cook added: "We also believe that even more customers chose to purchase an iPad over a Windows PC."
It may also be the case that some consumers are choosing to buy an iPad over a competing Android tablet. "We were still selling every unit we could during the quarter...[But] as we stepped into July, we have been able to increase the supply further," Cook said.
He also made a statement later in the call about competitors that sounds like hubris but is pretty close to the truth, when iPad sales numbers are compared to rivals' tallies. "It doesn't appear that other tablets are getting any traction to speak of," Cook said.
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iPad 2 demand continued to exceed supply in the most recent quarter, cutting into Mac sales.(Credit: Apple)
How big a bite? We know this much. Apple shipped a record 9.25 million iPads during the quarter, a 183 percent increase over the same quarter last year. Meanwhile, it shipped about 3.95 million Macs in the third quarter, a 14 percent increase from last year.
While the numbers alone suggest some cannibalization of Macs, Cook was even more specific. "In terms of cannibalization, we do believe that some customers chose to purchase an iPad instead of a new Mac during the quarter," he said. Not surprisingly, Cook added: "We also believe that even more customers chose to purchase an iPad over a Windows PC."
It may also be the case that some consumers are choosing to buy an iPad over a competing Android tablet. "We were still selling every unit we could during the quarter...[But] as we stepped into July, we have been able to increase the supply further," Cook said.
He also made a statement later in the call about competitors that sounds like hubris but is pretty close to the truth, when iPad sales numbers are compared to rivals' tallies. "It doesn't appear that other tablets are getting any traction to speak of," Cook said.
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