Will Weak Holiday Sales Bite the iPad Mini?

The iPad mini has largely been met with wide critical praise and high consumer demand. However, a report out today from DigiTimes hints that due to supply constraints, Apple might only be able to ship 8 million this holiday quarter. Amid hand-wringing over iPad mini sales, the company's shares fell another 1.4% today as Nokia edged upward 1.25% and Research In Motion surged 11%.

In the video below, senior technology analyst Eric Bleeker notes that investors should be cautious of any reports from DigiTimes. The company has had "sources" inside Apple's supply chain that were correct, but has also has whiffed badly on other reports. More to the point, Eric points out that tablets should continue showing robust demand for years to come. The iPad mini isn't a device to be measured this holiday season, supply constrains or not, but instead across the next five years as tablet sales are more than set to double. From that standpoint, he says Apple investors should be pleased with reception so far to the newer, smaller iPad.

There's no doubt that Apple is at the center of technology's largest revolution ever, and that longtime shareholders have been handsomely rewarded with over 1,000% gains. However, there is a debate raging as to whether Apple remains a buy. The Motley Fool's senior technology analyst and managing bureau chief, Eric Bleeker, is prepared to fill you in on both reasons to buy and reasons to sell Apple, and what opportunities are left for the company (and more importantly, your portfolio) going forward. To get instant access to his latest thinking on Apple, simply click here now.


Read/Post Comments (3) | Recommend This Article (2)

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  • Report this Comment On December 26, 2012, at 9:49 PM, EmergingGrowth wrote:

    I´m afraid Apple stock will see further decline.

    According to Global Statcounter data, from the 26th November to 25th December 2012,

    surprisingly over the last month Apple has been in major decline, dropping more than 0.056% per day, starting the month at 24.87 market share and ending it at 21.98.

    It is Nokia’s platforms which surprisingly saw the biggest growth.

    The fastest grower on the chart was Nokia’s S40 platform, as currently found on their Asha line, which grew from 13.94% at the start of the month to 15.5% at the end of the month, adding on average 0.029% per day, or close to 50% more than Android per day.

    Even Symbian grew, from 10.41% to 11%, or around 0.01% per day.

    If we add Nokia’s platforms (which are ALL growing) together, and add a fudge factor of Nokia owning 75% of the Windows Phone market, Nokia’s platforms grew from 25% to 27.2% of the market, or around 0.041% per day, or twice as fast as Android, which if it continues, would leave Nokia once again as the leading platform vendor in a year and a bit.

    The numbers add some further colour to a recent analysis, which suggested Android was losing out to even lower cost Nokia S40 handsets in developing markets, which presented a real challenge to the meteoric growth of Android, and also suggests Nokia will likely announce pretty good performance of their Asha line next month.

  • Report this Comment On December 26, 2012, at 9:52 PM, EmergingGrowth wrote:

    Now, this is huge for Nokia!

    A few days ago, China Mobile announced selling Lumia 920T with a 2-year contract with only 1 yuan!

    Now, China Unicom also announced they are doing the same with their Lumia 920, which is the Hong Kong or international variant of the phone. Their Lumia 920 starts from free

    with a 2-year or 3-year contract.

    According to China Telecom, they are also getting their own version of the phone, which is Lumia 920c.

    This means all the big 3 in China are selling

    Nokia´s flagship phone!

    Also Lumia 920 support 9 LTE bands in India, which is a big advantage over iPhone 5.

  • Report this Comment On December 26, 2012, at 10:00 PM, EmergingGrowth wrote:

    GSMarena´s reviews:

    Lumia 620 is even a faster phone than Galaxy S III.

    And Lumia 620 costs only half the price of Galaxy S III.

    Actually, all Nokia´s WP8 phones top the list of fastest phones in the review!

    Nokia has many aces up their sleeves right now!

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