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iSuppli: Apple Will Ship 43.7 Million iPads in 2011

4.19 million units sold in the last quarter and 7.46 million iPads already sold since the release date in April. These are the numbers Apple’s tablet is making, but analysts expect it to sell an awful more next year. And it wouldn’t be a surprise, considering that a new model will come out sometime during Spring with a front facing camera, a better screen and god knows what else Steve is thinking.

According to the latest iSuppli forecasts, Apple will ship 43.7 million iPads in 2011. The forecast has been increased from the previous one of 36.5 million units. Read more

60 Percent Of Apple’s Sales Come From New Products

Oh, would you look at that. With blockbuster iPhone sales and more than $20 billion revenue in the last quarter, you would expect Apple to be happy about its latest product line. But the iPhone, iPod Touch and iPad to represent 60 percent of Apple’s sales?

As Horace Dediu of Asymco noticed, 60 percent of Apple’s sales come from products that did not exist three years ago. I guess that’s a good definition of “reinventing a company”.

“Integration” As A New Way To Define iOS

In case you missed it, Steve Jobs made a surprise appearance at today’s Apple Q4 earnings call. What he had to say about 7-inch tablets, Android, Nokia, RIM and Apple’s philosophy is all over the internet. You can read a full transcript here.

Reading between the lines, what strikes me is the focus Steve put on the word “integrated”. The iOS platform is integrated, Android is fragmented. With the iPhone, you get an integrated device. You don’t have to mess with hundreds of different devices running multiple versions and variations of the Android OS. But that’s not really the point, we get Steve’s thoughts on Android. Tweetdeck’s developers get them even more.

What interests me is the use of the term “integrated” as a new way of defining iOS, and thus the devices is runs on, against competitors. By definition, to integrate means to “combine two or more elements so that they become a whole”. So it’s clear that, in Jobs’ mind, Apple deeply integrated the hardware with the software to create a new, reliable, user-friendly experience. Read more

Complete Transcript Of Today’s Steve Jobs Statements→

Complete Transcript Of Today’s Steve Jobs Statements

This one pretty much sums it all up:

Nokia makes $50 handsets, and we don’t know how to make a great smartphone for $50. We’re not smart enough to have figured that one out yet, but believe me I’ll let you know when we do. And so our goal is to make really breakthrough great products, make the best products in every industry that we compete in, and to drive the cost down while constantly making the products better at the same time. That’s what we did with iPod. We updated our products many times every year with better functionality, often times at same price and sometimes at a lower price. And it was the relentless improvement at in some cases a lower price, that was able to beat our competition and yield the market share that it did.

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At Apple’s Q4 Earnings Call, Steve Jobs’ Rant Sets The Record Straight

So here’s what happened: at the Q4 earnings call Steve Jobs grabbed the mic and started talking. No one expected Steve Jobs to be available at the conference, because Steve Jobs doesn’t usually attend earnings calls.

But it happened, and he went on a 10-minute long “rant” where he set the record straight about overly discussed arguments such as Google’s openness, Android’s sales numbers, Apple’s App Store and closed system and the rumored 7-inch iPad form factor. He’s still taking questions at the moment of writing this. Read more