The PC world is now waking up to this tablet craze called iPad. And the only thing that could make the industry wake up: sales. The iPad is beginning it’s disruption.
According to All Things D writer John Paczkowski, UBS analyst Maynard Um says the iPad is having a negative impact on the entire PC industry.
“Sales of traditional notebooks appear to be feeling pressure from the iPad, causing a scramble by vendors to launch iPad-like tablets,” Um wrote in a note to clients. “We believe that a majority of this impact is occurring on the lower end of PC sales as the iPad is priced close enough to this range that it becomes attractive to consumers looking to make purchases within this segment. We are not sold that the iPad is purely cannibalizing PC sales, as the functionality of the iPad can not yet fully match the functionality of notebook PC’s. However, consumers who purchase iPads may be more willing to delay purchases and upgrades of existing PC’s.”
Why? PCs are boring. iPad is fun. Tablets are the new golden goose of PCs. So, we’ll start to see a tablet from everyone. Just as Apple planned.
You see, with everyone making them – the product segment becomes solidified, not just something Apple made up (or is “magical” /eye-roll). With competition in an expanding market, we should get an even bigger market: everyone has a tablet. This is good right?
It’s a trap!
You’re being set up. Apple decided to keep the iPad somewhat restricted in capabilities. Watch someone with an iPad and the keyboard stand – what you are looking at is Apple’s future. As the iPad becomes more powerful, it becomes a dual-use mass consumer device. Great for surfing on the couch (consume mode) or in the dock in the home office with peripherals (create mode). All this plus enough apps to choke an elephant to help you get it all done.
Meet the iPad Pro, a beautiful 12″ screen, 5x the processing speed, 1TB of storage, ” the best device Apple has ever shipped”-Steve Jobs 2012. Is it really that outlandish?
Unless the industry decides to lead and not follow, laptops will likely become things of the past. Apple is betting the industry will follow the money, as it usually does. This will keep Apple’s premium position in the market and keep investors happy for some time to come.
What do you think – will tablets become the mainstay in consumers homes? Could office cubes be filled with tablets for most tasks or will the mighty desktop stick around for another decade? Make your voice heard in the comments.