March 8, 2012
Apple’s ‘Resolutionary’ New iPad Makes Its Debut
Apple unveiled its new iPad yesterday and so far the reviews seem very positive. (Note that Apple is not advancing the name from iPad 2 to iPad 3 but removing the number in the newer version.) The new tablet is faster than its predecessor, comes with a super high resolution Retina display, includes 4G connectivity and runs apps that make it perform more like a personal computer.
Before yesterday’s dog and pony show by Apple, it has pretty much been a foregone conclusion that the iPad franchise will remain strong with the new launch. A recent survey by InMobi, for example, found that:
- Twenty-nine percent of all respondents planned to buy the new model;
- Fifty-four percent of respondents planning to buy the new iPad do not currently own a tablet device;
- Sixty-five percent in the market for an iPad will consider buying one of the older models at a reduced rate.
Based on InMobi’s findings, it also appears that Apple hit most of the key feature upgrades that consumers were looking for in the new iPad.
- Fifty-seven percent wanted faster processing speed;
- Forty-six percent sought a higher-quality screen;
- Forty-three percent want 4G connectivity.
At prices that range from $499 for the base model to $829 for a 64GB version with 4G connectivity, the new iPad is still much more expensive than Amazon’s Kindle Fire priced at $199. But as the InMobi research points out, there is a sizable market for discounted iPad 2 models and now that Apple has dropped the price range from $399 for the base to $529 for the 3G model, consumers will have a less expensive option.
Chris Jones, an analyst at Canalys, told Bloomberg News, “It will put pressure on those who are trying to undercut the iPad on price. The market has changed in the past few months with the arrival of Amazon.”
Sarah Rotman Epps, an analyst at Forrester Research, told Bloomberg that the Kindle Fire has succeeded because of its low price, but also because it has an established sales channel through Amazon’s website, which gives consumers access to a variety of entertainment and educational products.
“Tablets are about services,” said Ms. Rotman Epps. “That’s why Amazon has succeeded where others have failed.”
Apple will soon have even more competition with tablets being developed operating on Windows 8. HP is among the companies expected to roll out new tablets running on the Microsoft operating system.
Matthew Yglesias, writing the MoneyBox blog on Slate, offered a different take. He wrote that Apple doesn’t see the iPad as the dominant force in the tablet market, but rather a “major player” in the personal computer market.
“The emphasis,” Mr. Yglesisas wrote, “is on a pattern of low-end disruptive change where steady incremental improvements to the iPad’s capabilities turn it into a potential PC replacement for a larger and larger segment of the population.”
In his introduction of the new model yesterday, Apple chief executive Timothy D. Cook mentioned that iPad sales in the last quarter were higher than that of PC models sold by any individual manufacturer, according to the New York Times.
- InMobi Study Reveals Nearly 30% of Mobile Web Users Intend to Purchase iPad 3 – InMobi
- Apple Pinches Tablet Rivals While Unveiling Newest IPad – Bloomberg News
- Apple Gunning for PC Market With New iPad – Slate
- 4 Reasons to Buy a New iPad – GeekSugar
- Apple Adds Sharper Screen and Speed to New iPad – NY Times
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Recent Discussions
Discussion Questions
Discussion Questions: Will the introduction of the new iPad along with price cuts on older iPads lead to even more market share gains for Apple in the tablet category? What do you think of the suggestion that the iPad is being groomed as a replacement for PCs?
Poll
Try as other companies might, they have yet to seriously challenge the dominance of Apple in the tablet marketplace. The introduction of the new iPad keeps Apple comfortably ahead.
For consumers without the need to connect peripheral devices or portable storage, the iPad might be an alternative to a computer. For everyone else, it will be a handy device that is easy to use, intuitive and will soon become an irreplaceable device.
Hooray for Apple and their ongoing innovation in tablets. As the percentage of information consumed via video and graphics continues to grow (flipboard, tumblr, etc.) watch for tablets and larger format smartphones (e.g. Galaxy Tab) to take a larger share of the overall computing market from PCs.
I am very happy with my iPad 2, but we’re thinking of getting a 2nd tablet and why would I not get a new iPad? Windows 8 is likely to be successful as well, as it incorporates the new graphic/video based information world. The pie is plenty big for Windows 8 based devices, iPads, Android based devices, and more. Enjoy the choices, select what is best for you.
Apple may not see the same explosive growth coming from the new iPad compared to its smartphone business over the past year. Nevertheless, there is nothing wrong with introducing a better product at the same retail price. It also allows for a better entry price into the iPad market, for those willing to accept the iPad 2.
Over the long term, however, Apple will need to develop a more truly revolutionary (not just “resolutionary”) iPad in order to drive sales faster. In order to achieve its goal of supplanting the notebook business, the next version of “new and improved” will need to do more. Adding voice recognition to the next iPad would have been a good place to start.
I live in a community with many retired and semi-retired people and the iPad is already being used as a main source of communication and for browsing the internet by these Boomers! The current versions cannot replace the PC yet, BUT don’t count out that possibility. Who would have thought a few years ago that mobile phones would be a main source of communications, photography and video? One thing I like about the iPad is the size – I can read it!
My reaction to this question is purely anecdotal, but I do believe that some of us will use the launch of the new iPad as an opportunity to buy a cheaper, older model that still serves our user needs. In fact, most of the technology I use today, originally belonged to my 24 year old son, who MUST have the latest and greatest technology, while I am more than happy with last year’s model. I would have to believe there are others in my camp.
On the other hand, at some point the frequency of these introductions could lead to the consumer being weary of purchasing a new model, knowing the one that they have is less than a year old, and an even newer model may be forthcoming in another 6 months.
The iPad is more revolutionary not because of the external features but the power GPU-enabled chips and higher resolution specifications.
For example, it is now faster to not only process QR codes, but can process multiple QR codes simultaneously on the same screen. UPC Barcodes have been hard to scan but with a better camera, it will probably be easier to scan UPC Codes.
In addition, more augmented reality apps with more power are capable with the new iPad chip. For example, paint a glyph object on the wall, then when a person points their new iPad at the glyph, we can display a customized list of “window display” products in high resolution. These are the programmatic features the new iPad is capable of for retailers.
All of this is great for retailers; it now relies on the software development community to take advantage of the new processing and graphic power.
I have an original iPad and will certainly be purchasing a new one. Do I use it a lot? Absolutely! Is it a replacement for my computer? Absolutely not! The mobility and functionality of the iPad is awesome. On my last international trip I only took my iPad and was able to do all my work, all my email, read books, and watch movies. However, while it works as a substitute for my computer when traveling, it is not a full time substitute. When I am preparing presentations, writing, or working on spreadsheets, I need a big screen with several documents open and viewable at the same time so I can not see myself with no computer. I need both.
If you think tablet, you think iPad.
Yes, they are on the way to replacing a lot of PCs, but it won’t happen until you can have a USB port and expanded memory slot.
I absolutely think the new iPad will increase SOM for Apple in the category. I also believe that it will supplant the use of PCs.
Considering that the usage or functions needed by PC users tend to be basic, I believe iPads are a more attractive option and will eventually replace the slow, heavy, over-engineered (for many users) PC.
Yesterday, before I saw the new iPad was launched, I spent the day with a high ranking executive of a large corporation. He uses the iPad and iPhone almost exclusively. He said, other than spreadsheets, he has literally replaced his laptop. He made a believer of me. I decided after yesterday I will be in the group looking for a discounted iPad 2.
Just like the laptop not replacing the desktop. For some people who are light users, they will only have a tablet Other users on the opposite end of the scale will have a desktop, laptop and tablet. Remember, a tablet only has a 10 inch screen.
The iPad 2 is still a robust and relevant computing device. What the iPad has shown, and what other tablet devices have failed to show, is that the future of computing is in the world of apps. Which really leads to the answer of the next question.
There is no doubt that we are already in the post PC era where over 70% of people under the age of 30 do not use a PC. That is a significant number. Dell computer has focused their business away from the PC into enterprise computing and schools are using tablets in place of text books.
There is nothing that a PC can do, that an iPad cannot. With the use of cloud based storage and retrieval, space for documents, photos and videos are not an issue and it is much lighter than carrying around 10 lbs of computer. It is a flexible device with fantastic resolution and more uses than a PC.
I rarely use a PC any longer and don’t plan on replacing the existing ones when they break. Welcome to the future.
It’s a beautiful device, just like all Apple products. But too expensive. You can get way better value with android tablets, if you are willing to give up on the snazzy look and packaging.
Given the track record, it seems inevitable that Apple will continue to dominate the tablet market. As far as iPads replacing laptops, I can only go on personal experience. I quit lugging my laptop (along with the books I was reading) a long time ago. I only take the iPad. Much happier.
The new Apple iPad allows Apple to take markdowns on old product to be more competitive at lower price points.
The assumption that iPads will supplant PCs on a broad level is a bit overreaching. Yes, there is a buzz and allure for Apple tablets. However, it will be very difficult for Apple to continue to innovate to stay ahead of the competition. ‘Cool’ is always fleeting. This is especially true when your distribution partners (AT&T, Verizon, Sprint, etc) would prefer to sell a different product.
Yes. The iPad is a new product category, and not a replacement for PCs. E-reader, video-reader, and simple communicator, the iPad is a great tool. However, it does not yet compare to any true notebook (think Macbook Air) in terms of true robust computing power, and connectivity.
OK, I don’t own a tablet yet. There, I said it! I want one, but I just can’t justify it at this point. Therein is the very reason I believe the iPad has a way to go before thinking it is a replacement for the PC. For those of us who use our PCs to do more than surf the web, watch movies, listen to music, etc., we need our PCs. I run my business on my PC. So the bottom line to me is, while I can do everything on my PC that I could do on a tablet, until the reverse is true, I can’t justify it and therefore they will not see my market share. Yet! 🙂
Yes, they’ll continue to dominate profit share (if not absolute unit share).
The market for the iPad is capturing the ill-matched PC markets — where PCs have been bought because there was no alternative when people needed that functionality.
But as we’ve seen time and again with all markets, when you capture a market share merely because you are ill-matched but the only alternative, that market share disappeared quite quickly when a well matched product appears.
BTW, I won’t answer the poll — because the question lacks the true set of answers.
The iPad will continue to grow in spite of competition. Even though everyone seems to have tried, almost no one is having any real success with the exception of Kindle, which is not a direct profit center. The fact is that Apple seems to have a corner on elegant functional design. They don’t make products to sell, they make products to use, and delight their customers with intuitive design that practically makes the learning curve obsolete. Yeah, android’s out there, but most android users I know use android because they can’t afford Apple or have never used an Apple product so expect everything to be Microsoft dumb.
Is the PC going to be replaced? Well it already has! Laptops now dominate PC sales and while technically still a PC, the portable PC has replaced the fixed PC. When you take into consideration that the function of the PC is evolving from a business machine to a communications/entertainment machine, then you have to look at where the bang for the buck is in the communication/entertainment area. Apple seems to have gotten a huge jump on everyone else because Jobs and Company recognized this potential evolution and designed systems to make it easy. No one else has systems and no one else makes it easy.
Will the iPad replace the PC? I don’t know, but the Microsoft PC/laptop will die and be replaced by something better and Apple would seem to be the most viable alternative right now. And yes I know about Android. I also know that Android is an open system and is already suffering viruses and hacks due to a relative lack of control by Google. You can get Android Apps anywhere. There isn’t any real QA in the system and I am afraid the horse is out of the barn. They will be plagued like Microsoft by continuous security updates forever. I like the idea of operating in a relatively secure environment and at this stage, Apple comes closest to providing security.
It feels like the gen 3 iPad has enough enhancements to continue Apple’s dominance in the high-end tablet space, and make it very hard for any new entrants. Because Apple didn’t introduce a mini-iPad, it seems like the $200 price point of smaller format devices like the Kindle Fire will continue to be viable.
The main new feature that is going to be interesting to shopper marketers is that new 2048 x 1536 pixel Reinta display. Combined with a new “Catalog” section of the app store, Apple is going to be making a real play for digital catalogs. The challenge is, I’m not sure consumers are really looking to replace traditional catalogs with digital versions. It’s sort of like assuming consumers would use wireless phones, exactly as they used to use landlines. I don’t think we’ve seen the killer app for digital catalogs yet, but I suspect it’s not just higher resolution.
The other interesting trend is the continued use of these tablets as a replacement for PCs in retail stores. A new iPad combined with Square’s new POS app, is a compelling alternative to a PC + POS App + Merchant bank for many small and medium sized businesses. The battery life of the tablet makes it far better suited as a mobile POS than does the iPhone/iPod, the larger screen makes for a much better clientelling/sales assist tool. The one challenge is that enterprise class device management is still a real challenge on Apple consumer devices.
Absolutely.
Obsolescence applies to more than just embedded technology within a category, but to a category itself over time.
The traditional PC marketplace has changed dramatically over time from the dominance of desktops giving way to laptops (desktops now account for roughly 25% of the PC marketplace in 2011). On the heels of the laptop dominance comes the rise of portable devices and their impact on this market share might be even more dramatic in speed and scope. Portable devices account for over 30% of the PC market in the US today and are expected to reach 43% by 2015. To the laptops and, even more dramatically and quickly, from laptops to tablets.
Apple is leading the innovation and will be a driving force in the PC market as it continues to evolve. Apple’s market share in the PC arena (when including iPads) has jumped dramatically from less than 5% in 2009 to over 15% today and it is sure to gain even more. The iPad can help to tap into both the reader and laptop marketplace as some clients will want their portable device to serve multiple functions whereas a reader is strictly a “price point” device and has little chance of adding functionality to compete with an iPad.
Portable devices, led by Apple, will come to dominate the world of portable computing.
I won’t go out to buy one now, but replacing the computer with a tablet is a great idea. USB…yeah! I’ll buy it in three years.
There is a place for both in-home and working environments. iPads definitely compliment PCs and smart devices. With tight integration, cloud storage, and seamless security, these devices don’t prohibit one another, they extend the value of each other.
There might be small additional market share. The iPad is a great category maker, but it can not continue to dominate all the market share.
Apple often gets in the way of totally dominating a category with proprietary policies. Android will eventually steal market share because of the open structure, and making android available on so many manufacturers’ devices.
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Try as other companies might, they have yet to seriously challenge the dominance of Apple in the tablet marketplace. The introduction of the new iPad keeps Apple comfortably ahead.
For consumers without the need to connect peripheral devices or portable storage, the iPad might be an alternative to a computer. For everyone else, it will be a handy device that is easy to use, intuitive and will soon become an irreplaceable device.
Hooray for Apple and their ongoing innovation in tablets. As the percentage of information consumed via video and graphics continues to grow (flipboard, tumblr, etc.) watch for tablets and larger format smartphones (e.g. Galaxy Tab) to take a larger share of the overall computing market from PCs.
I am very happy with my iPad 2, but we’re thinking of getting a 2nd tablet and why would I not get a new iPad? Windows 8 is likely to be successful as well, as it incorporates the new graphic/video based information world. The pie is plenty big for Windows 8 based devices, iPads, Android based devices, and more. Enjoy the choices, select what is best for you.
Apple may not see the same explosive growth coming from the new iPad compared to its smartphone business over the past year. Nevertheless, there is nothing wrong with introducing a better product at the same retail price. It also allows for a better entry price into the iPad market, for those willing to accept the iPad 2.
Over the long term, however, Apple will need to develop a more truly revolutionary (not just “resolutionary”) iPad in order to drive sales faster. In order to achieve its goal of supplanting the notebook business, the next version of “new and improved” will need to do more. Adding voice recognition to the next iPad would have been a good place to start.
I live in a community with many retired and semi-retired people and the iPad is already being used as a main source of communication and for browsing the internet by these Boomers! The current versions cannot replace the PC yet, BUT don’t count out that possibility. Who would have thought a few years ago that mobile phones would be a main source of communications, photography and video? One thing I like about the iPad is the size – I can read it!
My reaction to this question is purely anecdotal, but I do believe that some of us will use the launch of the new iPad as an opportunity to buy a cheaper, older model that still serves our user needs. In fact, most of the technology I use today, originally belonged to my 24 year old son, who MUST have the latest and greatest technology, while I am more than happy with last year’s model. I would have to believe there are others in my camp.
On the other hand, at some point the frequency of these introductions could lead to the consumer being weary of purchasing a new model, knowing the one that they have is less than a year old, and an even newer model may be forthcoming in another 6 months.
The iPad is more revolutionary not because of the external features but the power GPU-enabled chips and higher resolution specifications.
For example, it is now faster to not only process QR codes, but can process multiple QR codes simultaneously on the same screen. UPC Barcodes have been hard to scan but with a better camera, it will probably be easier to scan UPC Codes.
In addition, more augmented reality apps with more power are capable with the new iPad chip. For example, paint a glyph object on the wall, then when a person points their new iPad at the glyph, we can display a customized list of “window display” products in high resolution. These are the programmatic features the new iPad is capable of for retailers.
All of this is great for retailers; it now relies on the software development community to take advantage of the new processing and graphic power.
I have an original iPad and will certainly be purchasing a new one. Do I use it a lot? Absolutely! Is it a replacement for my computer? Absolutely not! The mobility and functionality of the iPad is awesome. On my last international trip I only took my iPad and was able to do all my work, all my email, read books, and watch movies. However, while it works as a substitute for my computer when traveling, it is not a full time substitute. When I am preparing presentations, writing, or working on spreadsheets, I need a big screen with several documents open and viewable at the same time so I can not see myself with no computer. I need both.
If you think tablet, you think iPad.
Yes, they are on the way to replacing a lot of PCs, but it won’t happen until you can have a USB port and expanded memory slot.
I absolutely think the new iPad will increase SOM for Apple in the category. I also believe that it will supplant the use of PCs.
Considering that the usage or functions needed by PC users tend to be basic, I believe iPads are a more attractive option and will eventually replace the slow, heavy, over-engineered (for many users) PC.
Yesterday, before I saw the new iPad was launched, I spent the day with a high ranking executive of a large corporation. He uses the iPad and iPhone almost exclusively. He said, other than spreadsheets, he has literally replaced his laptop. He made a believer of me. I decided after yesterday I will be in the group looking for a discounted iPad 2.
Just like the laptop not replacing the desktop. For some people who are light users, they will only have a tablet Other users on the opposite end of the scale will have a desktop, laptop and tablet. Remember, a tablet only has a 10 inch screen.
The iPad 2 is still a robust and relevant computing device. What the iPad has shown, and what other tablet devices have failed to show, is that the future of computing is in the world of apps. Which really leads to the answer of the next question.
There is no doubt that we are already in the post PC era where over 70% of people under the age of 30 do not use a PC. That is a significant number. Dell computer has focused their business away from the PC into enterprise computing and schools are using tablets in place of text books.
There is nothing that a PC can do, that an iPad cannot. With the use of cloud based storage and retrieval, space for documents, photos and videos are not an issue and it is much lighter than carrying around 10 lbs of computer. It is a flexible device with fantastic resolution and more uses than a PC.
I rarely use a PC any longer and don’t plan on replacing the existing ones when they break. Welcome to the future.
It’s a beautiful device, just like all Apple products. But too expensive. You can get way better value with android tablets, if you are willing to give up on the snazzy look and packaging.
Given the track record, it seems inevitable that Apple will continue to dominate the tablet market. As far as iPads replacing laptops, I can only go on personal experience. I quit lugging my laptop (along with the books I was reading) a long time ago. I only take the iPad. Much happier.
The new Apple iPad allows Apple to take markdowns on old product to be more competitive at lower price points.
The assumption that iPads will supplant PCs on a broad level is a bit overreaching. Yes, there is a buzz and allure for Apple tablets. However, it will be very difficult for Apple to continue to innovate to stay ahead of the competition. ‘Cool’ is always fleeting. This is especially true when your distribution partners (AT&T, Verizon, Sprint, etc) would prefer to sell a different product.
Yes. The iPad is a new product category, and not a replacement for PCs. E-reader, video-reader, and simple communicator, the iPad is a great tool. However, it does not yet compare to any true notebook (think Macbook Air) in terms of true robust computing power, and connectivity.
OK, I don’t own a tablet yet. There, I said it! I want one, but I just can’t justify it at this point. Therein is the very reason I believe the iPad has a way to go before thinking it is a replacement for the PC. For those of us who use our PCs to do more than surf the web, watch movies, listen to music, etc., we need our PCs. I run my business on my PC. So the bottom line to me is, while I can do everything on my PC that I could do on a tablet, until the reverse is true, I can’t justify it and therefore they will not see my market share. Yet! 🙂
Yes, they’ll continue to dominate profit share (if not absolute unit share).
The market for the iPad is capturing the ill-matched PC markets — where PCs have been bought because there was no alternative when people needed that functionality.
But as we’ve seen time and again with all markets, when you capture a market share merely because you are ill-matched but the only alternative, that market share disappeared quite quickly when a well matched product appears.
BTW, I won’t answer the poll — because the question lacks the true set of answers.
The iPad will continue to grow in spite of competition. Even though everyone seems to have tried, almost no one is having any real success with the exception of Kindle, which is not a direct profit center. The fact is that Apple seems to have a corner on elegant functional design. They don’t make products to sell, they make products to use, and delight their customers with intuitive design that practically makes the learning curve obsolete. Yeah, android’s out there, but most android users I know use android because they can’t afford Apple or have never used an Apple product so expect everything to be Microsoft dumb.
Is the PC going to be replaced? Well it already has! Laptops now dominate PC sales and while technically still a PC, the portable PC has replaced the fixed PC. When you take into consideration that the function of the PC is evolving from a business machine to a communications/entertainment machine, then you have to look at where the bang for the buck is in the communication/entertainment area. Apple seems to have gotten a huge jump on everyone else because Jobs and Company recognized this potential evolution and designed systems to make it easy. No one else has systems and no one else makes it easy.
Will the iPad replace the PC? I don’t know, but the Microsoft PC/laptop will die and be replaced by something better and Apple would seem to be the most viable alternative right now. And yes I know about Android. I also know that Android is an open system and is already suffering viruses and hacks due to a relative lack of control by Google. You can get Android Apps anywhere. There isn’t any real QA in the system and I am afraid the horse is out of the barn. They will be plagued like Microsoft by continuous security updates forever. I like the idea of operating in a relatively secure environment and at this stage, Apple comes closest to providing security.
It feels like the gen 3 iPad has enough enhancements to continue Apple’s dominance in the high-end tablet space, and make it very hard for any new entrants. Because Apple didn’t introduce a mini-iPad, it seems like the $200 price point of smaller format devices like the Kindle Fire will continue to be viable.
The main new feature that is going to be interesting to shopper marketers is that new 2048 x 1536 pixel Reinta display. Combined with a new “Catalog” section of the app store, Apple is going to be making a real play for digital catalogs. The challenge is, I’m not sure consumers are really looking to replace traditional catalogs with digital versions. It’s sort of like assuming consumers would use wireless phones, exactly as they used to use landlines. I don’t think we’ve seen the killer app for digital catalogs yet, but I suspect it’s not just higher resolution.
The other interesting trend is the continued use of these tablets as a replacement for PCs in retail stores. A new iPad combined with Square’s new POS app, is a compelling alternative to a PC + POS App + Merchant bank for many small and medium sized businesses. The battery life of the tablet makes it far better suited as a mobile POS than does the iPhone/iPod, the larger screen makes for a much better clientelling/sales assist tool. The one challenge is that enterprise class device management is still a real challenge on Apple consumer devices.
Absolutely.
Obsolescence applies to more than just embedded technology within a category, but to a category itself over time.
The traditional PC marketplace has changed dramatically over time from the dominance of desktops giving way to laptops (desktops now account for roughly 25% of the PC marketplace in 2011). On the heels of the laptop dominance comes the rise of portable devices and their impact on this market share might be even more dramatic in speed and scope. Portable devices account for over 30% of the PC market in the US today and are expected to reach 43% by 2015. To the laptops and, even more dramatically and quickly, from laptops to tablets.
Apple is leading the innovation and will be a driving force in the PC market as it continues to evolve. Apple’s market share in the PC arena (when including iPads) has jumped dramatically from less than 5% in 2009 to over 15% today and it is sure to gain even more. The iPad can help to tap into both the reader and laptop marketplace as some clients will want their portable device to serve multiple functions whereas a reader is strictly a “price point” device and has little chance of adding functionality to compete with an iPad.
Portable devices, led by Apple, will come to dominate the world of portable computing.
I won’t go out to buy one now, but replacing the computer with a tablet is a great idea. USB…yeah! I’ll buy it in three years.
There is a place for both in-home and working environments. iPads definitely compliment PCs and smart devices. With tight integration, cloud storage, and seamless security, these devices don’t prohibit one another, they extend the value of each other.
There might be small additional market share. The iPad is a great category maker, but it can not continue to dominate all the market share.
Apple often gets in the way of totally dominating a category with proprietary policies. Android will eventually steal market share because of the open structure, and making android available on so many manufacturers’ devices.