Kindle Fire Sales Hit 6 Million In Q4 - InformationWeek

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Kindle Fire Sales Hit 6 Million In Q4
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User Rank: Apprentice
1/31/2012 | 12:38:03 AM
re: Kindle Fire Sales Hit 6 Million In Q4
This doesn't make sense. At the end of January Amazon claimed they were selling 1M Kindles per week in December (see press release That's Kindles of all varieties combined; Amazon has not broken them out by type. If we extrapolate that back to the Fire's launch in mid-November, which is perhaps a bit generous since that's before the start of the holiday buying season, that gives ~6M all right, but not 6M Fires: 6M of everything. Heck, numbers for the whole 4th quarter are estimated at 8.3 million across all devices. Do you really think 3/4 of those are Fires?

Numbers significantly lower than 6M jive with figures I've seen that Amazon's production capability is limited to around 1M Fires per month. Even with pre-release build-up you're talking about a potential inventory of maybe four million units, but three is somewhat more likely.

Further, his number doesn't jive with web traffic either, which at the end of the year showed around 2.5 Kindles per 100 iPad impressions. We know how many iPads are out there -- around 50M -- which, if everything were equal, means around 1.25M Fires ... unless you think iPad users are a solid 400% more likely to use the web browser. That seems somewhat unlikely from what I've seen, web browsing is quite a popular thing to do with a Fire, although I don't doubt that the iPad does see more web use.

I would be betting on a number much closer to 3M, and perhaps 4M on the outside. That fits the numbers Amazon gave better, it fits the production capability, and it fits the web traffic. 6M is someone's fantasy. Still, 3-4M is nothing to sneeze at, and it's hell-and-gone better than any other Android tablet.

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