American Technology Research analyst Shaw Wu has provided further details on iPod nano sales, noting that black models are greatly outselling white models. “Our checks continue to indicate good iPod nano sales, albeit not great,” Wu said in a research noted obtained by iLounge.
“Black nanos are selling well, while white nanos continue to lag. We are hearing that Apple grossly underestimated demand for the $249 black 4GB iPod nano and is realigning its supply chain to meet this demand dynamic.”
Wu said customers would look to other nano models if the 4GB black model was unavailable, and said he still believes the nano will need a capacity increase or price cut.
“In the meantime, we believe some customers looking for a black 4GB iPod nano end up buying a black 2GB nano or white 4 GB nano as a compromise,” he said. “We continue to believe that iPod nano may need a storage upgrade and/or price cut to spur sales beyond black 4GB iPod nanos.”