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Morgan Stanley: iPad mini cannibalization "overblown"
A survey of over 1,000 U.S. consumers was published today by Morgan Stanley and AlphaWise, showing that although sales of the iPad mini are cannibalizing sales of some of the full-size iPads, concerns over the trend are "overblown." That was the opinion of Morgan Stanley analyst Katy Huberty, who said that the numbers show that Apple's risk over cannibalization by the mini is "manageable." The numbers she's referring to indicate that 47 percent of iPad mini purchasers are new to Apple, which is slightly less than the 56 percent number for the full-size iPad. There were other positive signs for Apple; the survey showed that about the same percentage of potential buyers -- 50 percent -- plan on purchasing an iPad over other tablets as they did in December 2011. The news isn't as rosy for Amazon's Kindle Fire, which saw a 5 percent drop in respondents planning a purchase. Microsoft's new Surface tablet is apparently interesting to 12 percent of the respondents, while Samsung's tablets showed a 7 percent rise in purchase intentions over December 2011. Google's Nexus tablet also showed a solid rise of 6 percent, while all other tablets saw a huge drop in interest from 24 percent last year to only 5 percent in 2012.
Apple the most desired PC in China
China is one of Apple's most desirable markets, due to the growing middle class and the huge population base of over 1.3 billion people. It appears that the love goes both ways, as Macs are considered to be the most desirable brands of personal computer in China. Investment firm Morgan Stanley, in an AlphaWise survey polling 1,553 Chinese consumers this summer, found that while very few Chinese currently own Macs, many are considering a Mac for their next purchase. Only five percent of the survey respondents currently had Apple as the manufacturer of their existing PC, but 21 percent said they'd consider a Mac. Should Chinese consumers follow through, Apple would be the second place supplier of PCs to the nation, behind China-based Lenovo. Most of the respondents said that they want a MacBook Pro or Air, which mirrors the trend towards laptops worldwide. Apple is also dominating and will continue to rule the tablet sector -- currently 65 percent of respondents said that they had an Apple tablet, and 68 percent will consider an iPad for their next tablet. Earlier this year Morgan Stanley's research showed that Apple is the leading smartphone brand in China, overtaking Nokia as the market leader. Almost 40 percent of respondents in that survey said they'd buy an iPhone for their next handset, which is over four times the company's current share.
