Monday, September 13, 2010
iPad to Exceed Mac Revenue by 2012?
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The iPad could pass the Mac in revenue by 2012, according to analyst Daniel ("Deagol") Tello.
And no, it's not because I think it'll eat into Mac's growth (average about 25% growth in units, 20% in revenue for the next couple of years). But by Sep 2012 (ttm) iPad would grab the #2 spot as a revenue driver within Apple, behind the iPhone. If we annualize the current quarter's estimate it already exceeds annual iPod revenue, which was the #3 driver up to now (this even after taking into account the December seasonality which benefits the iPod).
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