x-n7

KGI’s Mingchi Kuo, an analyst with a good predictive track-record, has forecast that the Moto X will do substantially better than forecast, while the new 1080P Nexus 7 will do significantly worse.

According to our survey, 2013F shipments of Moto X, to be announced August 1, should reach 5.5mn units, up 57% from the previous forecast of 3.5mn units, including 1.5mn units in 3Q13 and 4.0mn units in 4Q13.

Kuo cited a combination of supply chain sources, the positive response from U.S. operators and Google’s planned megaspend of half a billion dollars on marketing the handset as key factors for the boost in expected numbers …

For the new Nexus 7, Kuo said:

Following our survey of the tablet industry, we estimate shipments of second-generation Nexus 7, co-developed by Google (US) and Asustek (2357 TT, NT$275, N), will be only 3.5-4.0mn units in 2013, some 30-40% lower than market consensus of 5.0-7.0mn units.

Factors here, he said, were the increasingly competitive tablet market (with even the iPad suffering), and a relatively high price for what he viewed as a modest boost in specs. In particular, he thinks that Asustek, manufacturer of the Nexus 7, will be aiming to saturate the market via aggressive selling of its lower-cost tablets.

FTC: We use income earning auto affiliate links. More.


Check out 9to5Google on YouTube for more news:

You’re reading 9to5Google — experts who break news about Google and its surrounding ecosystem, day after day. Be sure to check out our homepage for all the latest news, and follow 9to5Google on Twitter, Facebook, and LinkedIn to stay in the loop. Don’t know where to start? Check out our exclusive stories, reviews, how-tos, and subscribe to our YouTube channel

About the Author

Ben Lovejoy's favorite gear