An impressive start for the Kindle Fire
McCourt had been looking for iPad shipments of 16 million. Now he thinks that they’ll top out at 13 million, and that a portion of that shortfall is due to the Fire. “Based on data from Amazon, we believe the Amazon Fire likely sold 4-5 million units this holiday season, which probably means maybe 1-2 million cannibalized iPad sales at most,” McCourt wrote in a note to clients.
So, not a big hit to iPad sales, but a hit just the same. According to McCourt, this isn’t a sign of some big shift, but more a reflection of the difference in price between the two devices.