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Tablet Adoption: Still Room For Growth
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moarsauce123
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moarsauce123,
User Rank: Ninja
8/23/2014 | 11:52:24 AM
What now?
For the past months we saw reports that tablet adoption is going down because people realized that these toys are not suitable for productive work, but only do well for content consumption that requires minimal user input.

It seems that once again the "analysts" either cannot make up their minds or just spout out based on who paid them last.
Michael Endler
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Michael Endler,
User Rank: Author
8/21/2014 | 7:02:32 PM
Re: Cannibalization
"(If the stats folks want tablet numbers to look good, they'll just count Apple's larger iPhone 6 model as a tablet.)"

That's what I was talking about. If IDC et al decide to count all the small Windows tablets, Android tablets, iPads, and so on as a single category, then sure, tablet numbers will be up purely because the category's definition has expanded to include more devices. But for iPads proper, I don't see near the demand for iPads as I do iPhones, and given the people who own Apple devices tend to own other Apple devices, I think the latter demand has to be enroaching on the former. With the holidays, Apple will sell tons of tablets, but the iPhone 6 phablet will be Apple's most popular "tablet."
Thomas Claburn
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Thomas Claburn,
User Rank: Author
8/21/2014 | 6:56:22 PM
Re: Cannibalization
>The Consumer Electronics Association released data Thursday suggesting the fourth quarter could be a big one for tablet makers. 

It's almost as if the Consumer Electronics Association has found a correlation between the end of the year and spending.

(If the stats folks want tablet numbers to look good, they'll just count Apple's larger iPhone 6 model as a tablet.)
Michael Endler
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Michael Endler,
User Rank: Author
8/21/2014 | 6:30:26 PM
Cannibalization
While the iPhone is allegedly getting a big upgrade, the iPad rumors are pretty muted-- a bump in RAM for the Air, and not much news for the Mini. Maybe the bump in RAM will help the Air accommodate the rumored split-screen mode? Then again, if Apple has a big iPad innovation coming up, it might be better to save it until early next year, when it will allegedly introduce a bigger iPad. iPhone sales this fall and winter are going to be gigantic, way bigger than in the past, and if Apple were to introduce iPads concurrently, iPhone demand would at least somewhat deflate interest in new iPads. Apple would still sell millions of iPads, but I bet year-over-year comparisons won't look great. Four of five months later, though, flexible income opens up again, and even without a holiday, if Apple has something cool, it could have a big quarter. Competitors are waiting for Broadwell chips, or playing race-to-the-bottom pricing games, so I don't necessarily see urgency for Apple in that regard. But anyhow, unless Apple enters a new products category, the iPhone is gonna be its big story of the fall. Between subscription cycles and interest in bigger phones, conditions are right for a giant quarter.

 


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