Generally when Apple are mentioned, people discuss the runaway success of the iPad, but recent predictions from J.P. Morgan indicate that Apple would turn the Macbook Air platform into a $3 billion a year business with the release of the iCloud software.
Mark Moskowitz wrote in a note to investors Thursday that “The MacBook Air increasingly will be recognized as offering users tablet-like functionality – ultra-portability, thinness, and instant-on – while offering an integrated keyboard and a full computing applications suite to complete professional work-related tasks.”
He says that the 11 and 13 inch computers combine the best elements of the iPad with more traditional notebook versatility and that sales are increasing as more users will be storing content on cloud based services, especially Apple’s iCloud platform.
The sales of the Macbook Air are at an all time record, over five times that of the same period a year ago, thanks to the introduction of the new Macbook Air models in October. Even as the PC Market is declining by 10.1% and overall Mac unit sales fall 10.5%, the Air sales increased by 2.9%.
Moskowitz has estimated that Apple will sell 700,000 Air laptops each quarter, up from 432,000 units in the first quarter of 2011.
Kitguru says: Apple have the tablet market wrapped up, and they seem to be doing very well in the ultraportable sector too.