Analyst Mark Moskowitz from investment research firm JP Morgan remind investors on Wednesday to cautiously deal with the shipments in this year of competitors of Apple iPad, estimates that their shipments to their expectations too high, and in the iPad 2 of the Pressure can easily lead to bubble burst, the second half of 2011, excess capacity may occur while the slow-moving situation.
Moskowitz said that its new Apple iPad 2 technology and design style will remain the dominant generation, competitive position, let rivals catch up, and competitors of their current shipments is expected to be too high.
According to the data model estimation, in 2011 the total global sales of flat-panel devices will reach 47.9 million units, while flat-panel LTN156AT02 devices are already established production plan has reached 65.1 million units, it is clear there will be a considerable part of the product decline in sales, the worst case (sales less yield more cases) may have half of the products, a decline in sales.
One view from Apple, iPad 2 sales will still remain strong, the most flat panel sales in 2011 the largest share, analysts estimate that Apple will sell more than 29 million flat-panel devices. Most of its competitors MCF-C29BM05 like Apple’s hands away from the more business, but it seems they estimate their own strength too high, ahead of customized products sell so many is very dangerous.
JP Morgan’s target price of the company to maintain Apple’s $ 450. Wall Street analysts on the iPad 2 major companies have shown the release of optimism.