Friday, 14 December 2012 04:55

As Lower Margin, High Price iPad Minis Outsell All Other iPads The BoomBustBlog Apple Margin Compression Theory Is Incontrovertible & Mainstream Featured

The iPad mini appears to be on track to actually outsell the iPad 4 according to a news report by Cnet:iPad Mini set to eclipse Retina iPad. This further corroborates my theory of margin compression at Apple. Apple released the iPad mini in response to the success of 7 inch form factor tablets running Google's Android, namely the Nexus 7, Barnes and Noble Nook HD and Amazon Kindle HD - all of which are considerably cheaper and much lower margin than the Apple iPad.

Our extremely profitable Apple research clearly outlined this pattern many months ago, Deconstructing The Most Accurate Apple Analysis Ever Made - Share Price, Market Share, Strategy and All. this research accurately predicted the supply crunch involving LG, the price war involving Android, the refresh cycle compression and supremacy of Android and most notably the marigin compression Apple would suffer in attempting to rectify these ills:

Apple -Competition and Cost Structure - unlocked Page 03 

Apple -Competition and Cost Structure - unlocked Page 04 copy 

Apple -Competition and Cost Structure - unlocked Page 05 

Apple -Competition and Cost Structure - unlocked Page 08 

Last modified on Friday, 25 January 2013 12:12

www.boombustblog.com | This email address is being protected from spambots. You need JavaScript enabled to view it.

259 comments

Login to post comments