Apple sold 11.1 million iPads in the September quarter, accounting for about three-quarters of all tablets sold to consumers, Canaccord Genuity analyst T. Michael Walkley tells clients in a note — as reported by “AllThingsD” (http://macte.ch/Nf8rR).
“We anticipate very strong sales of the iPad 2 for the holiday quarter, and we are modeling iPad units ramping from 11.1 million units in the September quarter to 14.0 million units in the December quarter,” he says.
Walkley adds that new entrants such as Amazon could disrupt the completive dynamics into holiday sales, he thinks low-priced 7-inch models are a threat to other Android devices rather than to the iPad. “As such, given our updated iPad estimates, we anticipate Apple will command roughly 65% of the tablet units sold into the channel during C2011,” the analyst says. “However, we believe Apple’s sell-through share of the tablet market will exceed 75 percent during C2011.”