re: Apple Eyes 13-Inch iPad Hybrid? 8 Signs
I can't really speak to whether the 25-30% stat is reasonable. Reitzes seemed to base it off the extent to which tablets have already cannibalized PCs, though if he means 25-30% of the remaining PC market, that would obviously change the comparison a bit. Either way, it's a bullish estimate.
Personally, I probably wouldn't be so bold. I don't think an iPad convertible will announce a new world order overnight.
That said, I have no doubt Apple would sell millions of devices, and that the product could impact Ultrabook and Windows tablet sales in meaningful ways. I agree that many people buy PCs either because they need Windows software, or because they need a more powerful machine. But today, a lot of people need neither power nor Windows software, which is one reason tablets are so popular in the first place. But even these users occasionally have to type, and there's enough data to suggest a lot of them would be interested in a device that gracefully integrates keyboards but still provides a luxury tablet experience, in terms of both build and ecosystem. Some of these people might have bought an iPad alongside a cheap laptop in the past, but now they might go for a single device. I think Apple can live with cannibalizing some of its own iPad sales if it eats into more sales of Windows devices.
And even power users could be attracted to this hypothetical device. It might not run Windows software, but the A7 chips can do things that desktop class chips gained the ability to do only a few years ago. If Apple releases a device and builds a user base, I have little doubt that important apps (e.g. not all of them, but the ones that would be important for this form factor) will follow.
Does this add up to 25-30%? Who knows. But I think it could be more than a few percentage points.
Then again, new supply chain rumors over the weekend suggested Apple will release some kind of new 12-inch MacBook this year. If so, perhaps the iPad convertible isn't as far along as some other rumors have claimed; it's hard to know how Apple would market both a plus-sized, keyboard-equipped iPad alongside a laptop of similar dimensions.