Is iPad cannibalizing Windows PC sales?
About a month ago I asked: “Will iPad cannibalize Mac sales?” Today’s report that iPad is outselling the Mac is another reason to ask. The answer may not come until Apple releases second calendar quarter results, to see whether there’s cannibalization or new revenue. Oh, but I can speculate, meantime. RBC Capital Markets analyst Mike Abramsky released a report indicating that Apple is now selling about 200,000 iPads a week, compared to 246,000 iPhone 3GSes and 110,000 Macs. Data is for United States. That puts iPad’s sales rate nearly double the Mac, and that’s with constrained tablet supplies. How much greater could they be if Apple met demand. I first saw the report in a post by All Things Digital’s John Paczkowski, earlier today. On May 17, Paczkowski answered my question, or perhaps thought he did, with post: “Is the iPad Cannibalizing Mac Sales? Not Really.” Piper Jaffray analyst Gene Munster asserted that, based on April US retail sales, “iPad has a minimal cannibalization impact
