FORTUNE -- It's easy to forget that only six years ago the iPod was Apple's (AAPL) biggest money maker, generating (in Q1 2007) more than 48% of the company's revenue. Now the iPod is almost an afterthought in quarterly reports dominated by the iPhone, iPad and Mac -- second-to-last among Apple's six revenue streams, below iTunes and above Accessories.
The last entry in the chart above was drawn using the median estimate of iPod unit sales (6.2 million) submitted by 54 Apple analysts -- 31 Wall Street professionals and 23 amateurs. They all expect the trend that began with the launch of the iPhone and the iPod touch to continue: More and more of the original iPod's core business absorbed by iOS devices.
It's a classic case of product disruption, except in this case a company disrupted its own cash cow.
According to disruption theory, what Apple's engineers should be doing now is inventing the product that will absorb the iPhone.
Below: The individual iPod unit sales estimates submitted so far by our panel of analysts. In this instance, the pros (with an average estimate of 6.22 million) are slightly more bullish than the amateurs (6.15 million). We'll find out who was closest to the mark when Apple reports its fiscal Q2 2013 earnings on April 23.
Thanks once again to Posts at Eventide's Robert Paul Leitao for pulling together the Braeburn Group numbers.
This year 48% want an iPad, up from 31% in 2010 and 44% in 2011
FORTUNE -- Nielsen released the results of its annual "iHoliday" survey of U.S. children's Christmas wish lists Tuesday, and once again Apple (AAPL) dominated four of the five top spots (see Nielsen graphic below).
What interested us was that despite increased competition in both the tablet and smartphone markets, the kids' attraction to the Apple brand has MOREPhilip Elmer-DeWitt - Nov 21, 2012 9:14 AM ET
A record of the Android phones and tablets that downloaded a single app over 6 months
FORTUNE -- Suddenly you can see the advantage -- both for developers and users -- of Apple's (AAPL) approach of limiting the number of iOS devices on sale at any time to a handful of iPads, iPhones and iPod touches.
Google (GOOG) executive chairman Eric Schmidt downplays the challenge of knowing ahead of time which Android MOREPhilip Elmer-DeWitt - May 17, 2012 10:40 AM ET
If you count the iPad and iPod touch, it looks like iOS by about 1.6 million units
Without a press release from Apple (AAPL) crowing about their Christmas sales, we're forced to rely on data from a mobile analytics firm and tweets from a Google (GOOG) senior vice president to make some rough guesses.
Here's what we know:
According to Flurry Analytics -- which claims it can detect "roughly 100%" of all new smartphone and tablet MOREPhilip Elmer-DeWitt - Dec 28, 2011 7:24 AM ET
Cupertino's largest acquisition since it bought Steve Jobs' NeXT in 1997
According to Reuters, Apple (AAPL) has sealed the deal that was rumored last week to buy Anobit, the Israeli company that makes the flash memory technology used in Apple's iPhones, iPads and MacBook Airs.
For Apple, this is a big acquisition, both in dollar terms and in technology. The price -- a reported $500 million -- is larger than the $472 MOREPhilip Elmer-DeWitt - Dec 20, 2011 6:40 AM ET
Biggest savings on Macs. Best deals on accessories. But beware the malware.
Apple (AAPL) posted its Black Friday sale prices at 12:01 a.m. Pacific Time Friday and they were exactly as rumored.
The savings on Apple-branded products range from a high of 15.94% on $69 accessories like the Magic Trackpad to 7.02% -- less than the sales tax in 25 states -- on the $299 Time Capsule 2TB.
A guide to the best deals:
WARNING: MOREPhilip Elmer-DeWitt - Nov 25, 2011 6:30 AM ET
The iPod touch (30%) and iPhone (27%) came in second and third in the 2011 wish list
Apple's (AAPL) iPad topped a new Nielsen survey of the most desired electronics products among young Americans this holiday season.
Among kids 6-12, Apple scored a hat trick, with the iPad (44%) first, the iPod touch (30%) second and the iPhone (27%) third.
In a similar survey last year, the iPad came in first at 31% and MOREPhilip Elmer-DeWitt - Nov 17, 2011 1:12 PM ET
Who needs a staffer when you can scan, pay and walk out of the store unattended?
[UPDATE: The new version of the Apple Store app finally arrived Tuesday, Nov. 8, a few days later than expected. You can get it here.]
Apple (AAPL) has two problems its competitors would kill for: 1) It can't build new product fast enough to meet demand and 2) its stores are over-crowded with customers clamoring for MOREPhilip Elmer-DeWitt - Nov 2, 2011 10:44 AM ET
StatCounter's number is lower, but shows Apple's mobile share surging 33.6% since July
The presence of Apple's (AAPL) mobile devices on the Web surged this summer and early fall according to Net Applications and StatCounter, two leading mobile analytics services, although the two firms draw very different conclusions about where that leaves competing platforms.
Net Applications, which monitors hits on its 40,000 client sites and weighs the results based on population statistics, MOREPhilip Elmer-DeWitt - Nov 1, 2011 7:59 AM ET
And where is Android? Still trailing Java ME, according to Net Applications
You would think that with nearly 50% of the global market for smartphones that Google's (GOOG) Android would also dominate the Web.
Not so, according to a report issued Saturday by Net Applications.
When measured against other smartphone/tablet operating systems, Apple's (AAPL) iOS accounts for more than half of the visits to its clients' 40,000 websites around the world. In fact,the MOREPhilip Elmer-DeWitt - Oct 1, 2011 12:28 PM ET
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