加拿大皇家银行资本市场分析师麦克·艾布拉姆斯基(Mike Abramsky)周二发布研究报告称,苹果今年第二财季有望出售700万台iPad,其中iPad 2占到200至300万台,苹果的第二财季从去年12月26日至今年3月26日,虽然预计苹果这一时期的iPad销量达到700万台的分析师并不算多,但人数却在逐渐增长。
除了艾布拉姆斯基外,Jefferies分析师皮特·米塞克(Peter Misek)和Gabelli和分析师亨迪·苏珊托(Hendi Susanto)的预期分别为700万台和880万台。
与之相对,还有另外两名华尔街分析师不太看好iPad第二财季的销量,Bernstein分析师托尼·萨科纳吉(Toni SAcconaghi)和Ticonderoga分析师布莱恩·怀特(Brian White)的预期均为513.2万台。
艾布拉姆斯基分别对第一代iPad和iPad 2进行了预测,前者预计销量为400至500万台,后者约为200至300万台。这一预测的基础是美国市场研究公司ChangeWave Research在3月14日至23日期间对2000名用户进行的调查。根据这项调查,28%的受访者计划购买iPad 2,较2010年5月对iPad潜在用户进行的调查结果高出40%。
Analyst, affiliation | iPad unit sales (millions) | Date of est. |
Hendi Susanto, Gabelli & Co. | 8.80 | 3/25/11 |
Alexis Cabot, Apple Finance Board | 8.00 | 3/30/11 |
Nicolae Mihalache, Traderhood | 7.75 | 3/27/11 |
Horace Dediu, Asymco | 7.30 | 3/27/11 |
Daniel Tello, Deagol’s AAPL Model | 7.11 | 3/21/11 |
Robert Cihra, Caris | 7.00 | 3/25/11 |
Mike Abramsky, RBC Capital | 7.00 | 4/12/11 |
Peter Misek, Jeffries | 7.00 | 3/30/11 |
Matthew Hoffman, Cowen & Co. | 6.96 | 1/19/11 |
Dennis Hildebrand, Apple’s Gold | 6.95 | 3/26/11 |
Jeff Fosberg, Apple Finance Board | 6.90 | 3/27/11 |
Patrick Smellie, Apple Finance Board | 6.80 | 3/25/11 |
Andy Zaky, Bullish Cross | 6.80 | 3/31/11 |
William Fearnley, Janney Capital | 6.80 | 1/19/11 |
Robert Paul Leitao, Posts At Eventide | 6.75 | 3/30/11 |
Chas McKenna, Apple Finance Board | 6.70 | 3/27/11 |
Shaw Wu, Sterne Agee | 6.70 | 3/30/11 |
William Power, Baird | 6.70 | 1/19/11 |
Luke Kittell, Apple Finance Board | 6.50 | 3/29/11 |
Jeff Fidacaro, Susquehanna | 6.50 | 3/25/11 |
Charlie Wolf, Needham | 6.50 | 3/29/11 |
Andy Hargreaves, Pacific Crest | 6.23 | 3/30/11 |
Bill Shope, Goldman Sachs | 6.15 | 3/25/11 |
Keith Bachman, BMO Capital | 6.10 | 3/18/11 |
Mark Moskowitz, J.P. Morgan | 6.05 | 3/25/11 |
Maynard Um, UBS | 6.00 | 3/28/11 |
Steven Fox, CLSA | 6.00 | 3/29/11 |
T. Michael Walkley, Canaccord Genuity | 6.00 | 3/28/11 |
Daniel Ernst, Hudson Square | 6.00 | 1/19/11 |
Richard Gardner, Citigroup | 6.00 | 3/25/11 |
Adam Thompson, Apple Finance Board | 5.90 | 3/22/11 |
Mark Beauch, Apple Finance Board | 5.88 | 3/29/11 |
Scott Sutherland, Wedbush | 5.87 | 3/3/11 |
Ralph Schackart, William Blair | 5.83 | 1/19/11 |
Turley Muller, Financial Alchemist | 5.50 | 3/23/11 |
Tavis McCourt, Morgan Keegan | 5.50 | 3/25/11 |
Yair Reiner, Oppenheimer | 5.50 | 3/2/11 |
Chris Whitmore, Deutsche Bank | 5.50 | 4/5/11 |
Gene Munster, Piper Jaffray | 5.50 | 3/25/11 |
Kathryn Huberty, Morgan Stanley | 5.50 | 3/25/11 |
Scott Craig, Bank of America/Merrill Lynch | 5.33 | 3/21/11 |
Brian Marshall, Gleacher & Co. | 5.30 | 3/3/11 |
Rajesh Ghai, Think Equity | 5.16 | 3/25/11 |
Toni Sacconaghi, Bernstein Research | 5.13 | 3/2/11 |
Brian White, Ticonderoga | 5.13 | 3/28/11 |
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