FORTUNE -- When it announces its quarterly earnings next Monday, Apple (AAPL) will tell us how many iPads it sold in the holiday quarter. But it won't say how many it sold of each model.
For that we turn to Consumer Intelligence Research Partners, which surveyed 500 Apple customers who purchased an iPad, iPhone, or Mac in the U.S. between October and December. Fortune got an early look at the results. (See attached spreadsheet.)
The findings suggest, according to CIRP's Josh Lowitz, a strong start for the new models that went on sale in the middle of the quarter -- the iPad Air on Nov. 1 and the iPad Mini with Retina on Nov. 12. Together they accounted for 57% of iPad sales among CIRP's respondents, despite the availability of lower-priced iPads.
"These results bode well for the new iPad models," said Lowitz in Monday's press release. "iPad Air sold especially well given that Apple has three other iPad models for sale."
The impact should be felt in the iPad's ASP -- the device's average selling prices.
"Apple managed to shift significant sales to its higher-priced models," added CIRP co-founder Mike Levin. "For the past year, the legacy iPad 2 grabbed from one-quarter to one-third of iPad sales. Along with the trend toward sale of models with larger storage capacities, Apple should see higher iPad average selling prices, with iPad 2 at only 5% of total sales and iPad mini sales split between the original model and the new iPad mini with Retina display."
Robin Williams. Walt Whitman. Dead poets. The iPad Air.
FORTUNE -- Considering the risks Apple (AAPL) took on prime time TV Sunday night -- feeding 19th century American transcendental poetry to beer-loving football fans and celebrity-hungry Golden Globe viewers -- the initial reaction on Twitter to the company's new 90-second iPad Air ad was relatively snark-free. Even some of the journalists paid to find fault eventually came around.
A sampling of the critical reactions:
John MOREPhilip Elmer-DeWitt - Jan 13, 2014 10:53 AM ET
Mordy Tikotzky's iPad Air tracker showed which stores had them in stock. Apple killed it.
FORTUNE -- I confessed my fascination with Mordy Tikotzky's Apple-Tracker.com when I posted a story about it earlier this week.
Tikotzky had written a handy little widget that steered customers to the Apple Stores in or near their Zip Code most likely to have the newest iPhones and iPads in stock.
It also offered Apple (AAPL) watchers like me a MOREPhilip Elmer-DeWitt - Nov 6, 2013 7:47 AM ET
Too much demand or not enough iPads? You be the judge.
FORTUNE -- I'm fascinated by output of developer Mordy Tikotzky's latest widget: A Web tool at that displays the availability of iPad Airs at the 20 Apple (AAPL) stores nearest a given U.S. Zip Code.
If you're in the market for a new tablet, you can try it at Apple-Tracker.com.
The attached snapshots for the New York metro area Sunday morning show widespread shortages of MOREPhilip Elmer-DeWitt - Nov 3, 2013 4:03 PM ET
We counted 419 customers, 50% of 2012's iPad mini launch, 35% of 2011's iPad 2.
FORTUNE -- It was raining lightly in New York City for the launch of the iPad Air -- the fifth iPad that Apple (AAPL) has released since 2010 and the first of two coming out this fall. (The second, the Retina iPad mini is due before the end of November.)
But rather than blame the weather for MOREPhilip Elmer-DeWitt - Nov 1, 2013 9:47 AM ET
Apple began selling the re-branded 9.6-inch iPad in 42 countries Friday.
FORTUNE -- The iPad Air went on sale at Apple (AAPL) stores Friday in the U.S., Australia, Austria, Belgium, Bulgaria, Canada, China (Wi-Fi models only), Croatia, Cyprus, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hong Kong, Hungary, Iceland, Ireland, Italy, Japan, Latvia, Liechtenstein, Lithuania, Luxembourg, Macao (Wi-Fi models only), Macedonia, Montenegro, Netherlands, Norway, Poland, Portugal, Puerto Rico, Romania, Singapore, MOREPhilip Elmer-DeWitt - Nov 1, 2013 6:06 AM ET
Thinner, faster, lighter, etc.
FORTUNE -- On Oct. 22, the day the iPad Air was unveiled, Apple (AAPL) handed out a bunch of review units.
When the news embargo lifted Wednesday at 9 p.m. Eastern -- a day and half before the device was scheduled to go on sale -- the company got what it was hoping for: A flood of positive reviews.
Walt Mossberg, All Things D: Speed and Power Packed Into a Thin iPad Air. "I've been MOREPhilip Elmer-DeWitt - Oct 30, 2013 6:56 AM ET
A first look at Apple's latest tablets.
FORTUNE -- If you're the undisputed tablet market leader, how do you one-up yourself? Simple. With serious upgrades to the full-sized iPad and iPad Mini.
This Tuesday, Apple (AAPL) introduced the iPad Air, a redesigned full-sized tablet with 9.7-inch display that takes design cues from the iPad Mini, including diamond-cut chamfered edges and thinner vertical borders. The "Air" moniker refers to the tablet's newfound lightness: MOREJP Mangalindan, Writer - Oct 22, 2013 5:15 PM ET
Preparations for a mid-October product introduction appear to be on schedule
FORTUNE -- If Apple is indeed planning to unveil a purse-size version of the iPad on Oct. 17, as at least one rumor has it, we would expect to be hearing leaks to that effect from Apple's (AAPL) Asian supply chain.
As if on cue, the Wall Street Journal's Lorraine Luk, citing unnamed people "with knowledge of the situation," reported Wednesday MOREPhilip Elmer-DeWitt - Oct 3, 2012 8:01 AM ET
That would suggest an Oct. 17 unveiling with sales to begin in early November
FORTUNE -- This is a rumor we have no reason to believe except it comes from a major Apple (AAPL) investor who says he's heard it from "multiple sources."
According to our source, who asked not be named, there appears to be some truth to the widespread rumors that Apple is preparing to launch a smaller and cheaper MOREPhilip Elmer-DeWitt - Oct 1, 2012 12:23 PM ET
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