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MacBook Air sales holding strong, analyst check suggests

updated 11:55 am EDT, Mon April 4, 2011

Could reap $2.2 billion per year

Based on checks with Apple's supply chain, sales of the second-generation MacBook Air appear to be holding strong, according to JP Morgan analyst Mark Moskowitz. The product has now been on the market for over five months. In the calendar Q4 of 2010 Apple is estimated to have shipped about 420,000 Airs, representing a growth of 333 percent year-over-year, and 326.8 percent quarter-over-quarter. The overhauled notebook was only made available on October 20th.

Moskowitz describes the current Air as a "quasi-tablet," borrowing traits from the iPad such as thinness, high portability and the ability to start up within seconds. The Air though has other advantages, such as a proper keyboard and a complete operating system which can be used for professional work.

"We believe that the growth rate of the MacBook Air stands to moderate, but we expect the product to exhibit increasing contribution to the overall Mac business," Moskowitz writes. He observes that Q4 2010 was the first quarter in which the Air represented more than 10 percent of Macs, also taking 15 percent of the company's total notebook sales. In 2009, by contrast, the Air managed only 5 percent of sales.

The computer is expected to stay a financially meaningful product for Apple thanks to a base cost of $999 luring people in. Last quarter the system is noted to have generated $559.3 million in revenue, up 256.2 percent year-over-year, and 284.2 percent quarter-over-quarter. "Assuming that Apple can sustain or increase the recent quarterly run rate of 420,000 units and pricing stays stable, annual MacBook Air revenues could track to $2.2 billion or better," Moskowitz proposes.






by MacNN Staff

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Comments

  1. MyRightEye

    Joined: Dec 1969

    0

    It would be a great product

    Had they not scrapped the backlit keyboard. First night I tried to use it in the dark, I sent it back.

  1. cmoney

    Joined: Dec 1969

    -1

    Re: backlit keyboard

    So true! I hadn't realize how dependent I'd gotten on the backlit keyboard until I borrowed my sister's Air for a night and found myself almost unable to do basic functions.

  1. DiabloConQueso

    Joined: Dec 1969

    +5

    Damn...

    ...what did you two ever do before backlit keyboards existed?

    My VW's headlight switch is on the dashboard to the left of the steering wheel, which is different from the Mazda that I owned where the headlight switch was on the turn signal arm connected to the steering wheel shaft.

    ...never prevented me from being able to turn on my headlights in my VW, though...

    ;)

  1. nat

    Joined: Dec 1969

    +2

    backlit keyboard?

    a few hours with a typing program and learning what those little bumps on the f and j keys are far and you won't have any problems with not being able to see the keys.

  1. cmoney

    Joined: Dec 1969

    +1

    Not a problem with typing!

    I swear I can type! And typing in the dark is fine. It's the small function keys on the Air that were problematic. Also entering some of the more esoteric passwords gets annoying now with some sites requiring almost random character combinations.

  1. testudo

    Joined: Dec 1969

    -6

    Yeah, you two!

    You should just learn to adjust to the MacBook Air. Just buy a usb light attachment. Learn to type. Stop using it in the dark.

    The Air is an Apple computer, and, as such, is flawless. Therefore, and perceived flaw is with the user for not adjusting to the product.

  1. ASIMO

    Joined: Dec 1969

    +2

    I often type in the dark.

    And 99% of that time, the backlighting is turned off. The other 1%? I accidentally turn it on.

    I find the backlighting distracting, frankly. But these Airs (and probably all of Mac laptops) really should have that feature as it seems most people like it.

  1. facebook_Adam

    Via Facebook

    Joined: Apr 2011

    +3

    Sooo close...

    So close to my perfect machine but I just can't pull the trigger yet...This would be replacing a 2.4C2D MBP that is almost 4 years old.

    When this sucker ships w/ a backlit keyboard and Sandy Bridge CPU, I'm. I just can't buy 4 year technology and expect it to perform up to spec. my 2.4 lugs under my 250+GB music collection, video playback, encoding...

    I know people are entitle to choice, but the current machine cannot possibly remain usable in a few years....as 2ndary machine perhaps...

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