iPad Sales Increasing Amid Collapsing Competition [Analyst]



We’ve seen Mac sales soar amid a flat PC market. Now its the iPad’s turn. Apple is expected to see back-to-back quarterly growth of tablet sales in September and December nearing 20 percent as rivals are rejected by consumers and clothes-lined by the courts.

“Expanding geographic footprint, back-to-school sales and faltering competition suggest upwards of 11 million [units] for the September quarter or almost 20 percent sequential unit growth,” Rodman & Renshaw analyst Ashok Kumor tells investors.

Sales of the iPad are being helped by rivals’ “either legal injunction or weak sell-through,” Kumor says. All of which could make iPad sales “further accelerate in the December quarter approaching 15 million units,” he writes.

According to the analyst, don’t hold your breath for the iPad 3 to appear this year – there isn’t any reason. He believes a new version of the Apple tablet is being delayed for marketing purposes — 2011 is the year of the iPad 2, after all.