Horace Dediu of asymo.com
fame released numbers a while back
analyzing Apple's monumental 2011 holiday quarter. To whit:
- The iPhone has grown at an average rate of 100% year on year.
- The iPad has grown at an average rate of 150% year on year.
It recently occurred to me what this means should the numbers hold true this holiday quarter: Apple can easily have a quarter with over $50 billion dollars in revenue.
Let's do some back of the envelope math.
37 million iPhones1
x 2 = 74 million iPhones to be sold in calendar Q4 2012.
15.5 million iPads1
x 2.5 = 31 million iPads to be sold in calendar Q4 2012.
105 million iPhones + iPads to be sold in Calendar Q4 2012.
x $500 A
$52.5 billion for just iPhones and iPads
But $500 ASP is far
below what was calculated here
It is safe to say that the iPad has enjoyed an ASP of no less than $6002
And we haven't started counting Macs, iTunes, iPods, etc.
While I'm not a financial adviser and anything published here on this blog should not be considered professional financial advice, I believe it is safe to say that if Apple continues its upward trajectory, we will see a very
impressive holiday quarter this year and therefore "You should bet on the Bitten Fruit"™.