Our old friends at Digitimes reported yesterday that Amazon will be shipping a lot more Kindle Fires this year than expected.
According to their industry sources, Amazon has increased the orders from the factories. They were reportedly expecting to sell three and half million Kindle Fires in 2011, but shortly before launching the KF Digitimes believe bumped that to 4 million.
This most recent news suggests that they've increased their orders to 5 million, all of which will be shipped before the end of 2011.
All these reports are coming from unnamed sources at Amazon's suppliers, so there's not much we can do to verify them.
But if they're true then it would mean that Kindle Fire orders have picked up significantly since that first leaked report a month ago. Amazon's system showed that they'd gotten a quarter of a million pre-orders in the first 5 days. If you extrapolate from that number and expand it to fill the rest of 2011 then Amazon will sell around 4.5 million Kindle Fires this year. It's a little hard to believe that Amazon could raise that to 5 million sold, but it's not impossible.
I hope it's true. You see, more Kindle Fire orders means that more will be returned. And that means the refurbs will show up sooner and drive the price down on competing Android tablets.Yes, I do have an odd way of looking at things, but I try to see the KF as a part of the Android tablet market as a whole.
Speaking of the tablet market, we're going to see some interesting things happen in the near future. I believe there's an oversupply of Android tablets in the market and there's also a glut of refurbs. There are so many refurbs available now that I'm not sure that there's a gadget retailer anymore that doesn't stock at least one refurbished Android tablet. In fact, there are so many that even Walmart stock the refurbished Nook Color for $149.
I'm expecting to see some pretty awesome deals in the next 6 months. Do you recall that Groupon offer last month for the Skytex tablets? That's just the beginning. We're going to see more offers like that in the not too distant future.
But the downside of all these deals is that the crappy tablets will likely be discounted first. Look at how many times the Viewsonic gTablet went on sale this year. I have one, and I think that it was a misguided attempt to market a second rate tablet as a premium. Trust me, it never felt like it should have cost $400+ (the original retail).
In any case, I'm looking forward to having my pick of tablets in the net few months. Who knows, we might even see the Vox discounted, too.