The investment bank Pacific Crest Securities analyst said in a report on Monday, after Apple announced the launch of the iPad mini tablet PC last week, consumer interest in Google and Microsoft Tablet PC cooled, but it seems the Amazon Tablet PCs have been well prepared for strong performance in the fourth quarter.
The report cited the “Supply Chain dialogue” and said, Google Nexus 7 and Microsoft Surface Tablet PCs production orders have reduced by 34% and 14% in the current quarter, which is a incremental negative factor for Nvidia who provides Tegra microprocessor to it. The report also pointed out that the Amazon Kindle Fire tablet PC production is growing, production orders for the quarter may have grown 37%.
The report predicted that the Amazon Kindle Fire actually sold for end users will reach 11.3 million units this year, Surface will be 3.0 million units, Nexus will be 4.0 million units and Apple iPad will be 66.4 million units, lower than previously expected 7000 million units.
Pacific Crest Securities analyst Mike McConnell and John Vinh said in a report: “We think, Google Nexus 7 and Microsoft Surface order revise reflected a more cautious production , because Apple released the iPad mini and the upgrade iPad 3. ”
Apple released iPad mini last week. The iPad mini price is $329,lower than $ 500 which is the starting price of Surface Tablet PC, but much higher than $199 for the Nexus 7 and Kindle Fire. Amazon is prepared to launch a larger display Kindle Fire later this month.
iPad mini will be sold in retail stores this Friday, but seen from the pre-order situation, this Tablet PC has been sold out. Apple said on its Web site, users who have ordered the iPad mini will receive the product after about two weeks.