Apple’s iPad still the tablet market leader in terms of sales, despite gains by the Kindle Fire, and a recent survey of tablet user satisfaction suggests it’s well-poised to stay ahead. Setting the standards for tablet-buyer expectations will help Apple continue to lead the pack. Read more »
A dedicated Apple TV set was a hot topic at the end of 2011. So far in 2012, news on that front has been relatively quiet, but a new note by longtime Apple TV set booster and Piper Jaffray analyst Gene Munster is reigniting the discussion. Read more »
Apple’s iPhone was a hot seller in the company’s first fiscal quarter of 2012, but that’s nothing compared to what one analyst predicts we could see in just a couple of years’ time. Morgan Stanley thinks Apple’s efforts in China could pay big dividends by 2013. Read more »
Apple’s record quarter is prompting a lot of analysts and Wall Street watchers to up their estimates for the stock’s performance. A slew of investor notes released Wednesday suggest few believe Apple’s fortunes have reached their apex. Investors seem to agree, as Apple’s stock opened strong. Read more »
In a note to investors today, Sterne Agee’s Shaw Wu discussed his company’s expectations for Apple’s earnings call Tuesday afternoon, which were up once again from earlier predictions. Wu’s revised estimate joins a chorus of rosy outlooks about the Mac-maker’s performance. Read more »
It’s time to start placing bets as to how many iPads Apple will sell in 2012. Sterne Agee’s Shaw Wu is starting things off with an estimate of 48 million, he said Wednesday morning. Wu says that number could end up being “conservative,” and I agree. Read more »
For anyone who doubts cloud computing is driving IT, check out new numbers from IHS. The researcher predicts unit shipments of “cloud servers” — those that run cloud computing infrastructure — will grow 35 percent to a whopping 875,000 this year, from 647,000 in 2011. Read more »
Supply chain reports released on Friday indicate that Apple will opt for indium gallium zinc oxide (IGZO) instead of in-plane switching (IPS) display panels for its upcoming iPad 3. The change would provide benefits in terms of energy consumption, cost reduction and improved resolution. Read more »
Hot on the heels of a report about Apple’s iTV plans on Tuesday, there are fresh stories about its potential components and supplier partners out on Wednesday morning. DigiTimes cites new supply-chain sources saying that Apple is entertaining chipmaker bids for the iTV’s processor contracts. Read more »
Apple’s plans for a 7-inch iPad are a very hot topic heading into the new year, but they may not bear any tangible fruit for consumers in 2012. A Wedge Partners analyst doesn’t think it’s in the cards. Instead, Apple might offer a cheaper iPad 2. Read more »
There has been a remarkable flowering of companies over the past year or two, all riding a wave of developer and investor enthusiasm for the loosely defined concept of “big data.” But given that the big data startup market is probably overvalued and headed for a ... Read more at GigaOM Pro »
Apple’s iPhone 4S hit parade continues to roll on, according to notes from two investment analysis firms on Monday. In the U.S., the 4S continues to sell out daily in Apple retail stores, while demand for preorders also remain strong as the device rolls out internationally. Read more »
While the number isn’t official (Apple isn’t exactly free and easy with its sales figures), one analyst is saying that although its early yet to tell, it looks like the iPad is on track to break some pretty significant records in terms of order volume. Amateur […] Read more »
Apple is all set to begin production of a 10.1-inch LCD tablet starting in February 2010, according to a recent analyst note by Oppenheimer’s Yair Reiner. Following that, the device should then go on sale in March or April, Reiner says, with an initial production run […] Read more »
Apple beat Microsoft to market in terms of new operating systems (although “new” doesn’t really apply in the case of either 10.6 or Windows 7), but that means Microsoft will have the spotlight uncontested when it launches Windows 7 on Oct. 22. That’s why one research […] Read more »
