iPod unit data from NPD for the month of October points to iPod sales of 14-15 million units for the current holiday quarter, according Piper Jaffray analyst Gene Munster. “While it is way too early to make a call on December quarter iPod results, we have analyzed the first month of NPD data (October) for the quarter and found that it suggests iPod units of 14-15 million,” Munster said in a research note today.
“When the second month of data is released, our analysis will likely lead to a slightly different iPod unit figure than what our analysis suggests based on the first month of data. Our current estimate is 14.7 million iPods in the quarter.” The analyst also said that the new second-generation iPod shuffle could have an impact on iPod numbers.
“It is likely that the impact of the iPod shuffle, which shipped on 11/3, will have a material impact on the November and December NPD data and our current expectations for the quarter could prove to be low,” Munster said.
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