Detractors can say what they like about the iPad 2, but demand for Apple's second-gen slab has been unprecedented – even for Apple.
So how many iPads do you reckon Apple will have sold by year end? We'll ignore our first two guesses – “lots” and “a bazillion” – and turn instead to Ticonderoga Securities analyst Brian White, who says the number might top 45 million by year end.
That number is based on meetings with Chinese and Taiwanese component suppliers, and far outstrips even the most optimistic of estimates that were doing the rounds before the iPad 2's launch.
However, according to White the figure is consistent with what the suppliers have been saying all along.
“During our visit to Asia last fall, we indicated that our checks were pointing to expectations for up to 45 million iPad unit sales by Apple,” he said.
“At the time, this number was difficult for many investors and some in the media to get their heads around. However, this week’s meetings are again pointing to expectations for iPad unit sales of 40 million to 45 million units in CY11, well above our estimate of 30.9 million.”