Comments on: What happened to the iPad?

By: Internet Radio

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kostenlos spielen - www.spielespielen24.de — Wed, 10 Apr 2013 04:01:40 +0000

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By: joe

joe — Mon, 12 Nov 2012 00:55:09 +0000

er… the reason why I haven’t bought a new ipad since the iPad2 is because I can’t justify spending another $499 on another tablet, despite the beautiful Retina display, and now twice as fast A6X processor. My iPad2 serves all my tablet computing needs sufficiently.

I have put in a purchase for a iPad mini because I’m excited by the new form factor. It’s lighter and feels perfect for reading during commutes.

A lot of my friends already own 2-3 apple products at minimum, sometimes as many as 5-6 products. There is a very real Apple product fatigue. People can’t just keep spending all their disposable income every year on the latest and greatest from Apple.

By: Iphoned

Iphoned — Sun, 04 Nov 2012 20:19:46 +0000

Agree with Gadget. Highly likely iPad sales slowdown is directly related to the appearance of Nexus7 and Kindle Fire.

Cooks’ explanation blaming it on edu purchase cycles etc., just doesn’t ring true in this case.

By: AjolieAjolie

AjolieAjolie — Tue, 30 Oct 2012 18:59:57 +0000

I agree with French. Apple needs to innovate. The new nexus phone is every bit as good as the iPhone, and better in so many ways when you consider the cloud services – maps, docs, YouTube, camera + location, voice search. Also, there is no way that the vast majority of the world can afford an iPhone and the ridiculously high data fees. Add a data fee for an iPad? Who can afford that, especially when a phone such as nexus is capable of acting as a mifi? This is just a way for apple and the carriers to extract value from consumers even though a single device should be able to provide data connectivity. Finally, an expensive mobie apple device has a life of two years. Again, who can continue to afford that over a life time? it feels like apple is now struggling to stop the android tsunami and the next generation innovations needs to happen soon.

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Andradez — Tue, 30 Oct 2012 09:06:58 +0000

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By: Aktuelles 30. Oktober 2012 — neunetz.com

Aktuelles 30. Oktober 2012 — neunetz.com — Tue, 30 Oct 2012 05:34:03 +0000

[...] What happened to the iPad? | Monday Note "The iPad definitely behaves differently, neither a bigger smartphone, nor a smaller PC, thus confirming it belongs to a new category whose rules are still being established. The next few quarters will be even more interesting than recent ones: Google, Amazon and Microsoft have new products worth watching, they all intend to fight for a dominant role in the new space." [...]

By: Bram Stolk

Bram Stolk — Tue, 30 Oct 2012 01:37:34 +0000

Bleh…

Such a misleading graph in your article.
Trying to create some sensation where there is none?
Please redo the graph so that the y-axis starts at $0 and you’ll see a different picture.

Bram

By: Shameer Mulji

Shameer Mulji — Mon, 29 Oct 2012 18:27:22 +0000

“I don’t know what those will be, but even as they keep focused on the consumer, they could make big gains with substantial initiatives in education and the Enterprise.”

Whatever hopes Apple has on being successful in the Enterprise will be lost due MS Surface tablets or other Windows 8 tablets. Enterprises want 3 key things;

1. backwards compatibility with their custom apps
2. MS Office
3. Smooth integration with back-end servers

Apple’s products do not provide the first two and the only integrates with Exchange, even that, not always reliably. Once the Surface Pro comes out I don’t see Enterprises moving to iOS devices.

Plus don’t forget the fact that many of .Net developers will be able to transfer the coding skills nicely over to the Windows 8 / RT platform.

By: Walt French

Walt French — Mon, 29 Oct 2012 17:51:54 +0000

@JLG, I’ve commented elsewhere on the PC sales numbers, that they are subject to MANY forces: the mobile revolution, the slow economic growth, Windows’ release dates, etc.
.
And I likewise think that iPads’ numbers are showing many of these effects. The combination of Android and loss-leader pricing makes up for what’s still a large gap of usability/attractiveness, in my mind. To get the next ten-fold sales jump, Apple is going to have to keep up the rate of innovation that they averaged over the past 5 years, rather than the very nice (love my iPhone5!), but incremental changes they’ve released in the last year or two.
.
I don’t know what those will be, but even as they keep focused on the consumer, they could make big gains with substantial initiatives in education and the Enterprise.

By: Walt French

Walt French — Mon, 29 Oct 2012 17:41:58 +0000

@Tonio Loewald wrote, “a subsidized business model…will win [,] barring surprises.”
.
Depending on what you mean by “win,” of course. Amazon has a lot at stake with its tablets: if e-reader-only devices have saturated their intended market (as I kinda think because a 40-hour battery life is too small an advantage for most to cover other missing features), and so customers switch to multi-function tablets, Amazon has burned through a compelling (disruptive) competitive edge before it has amortized all its development costs. On to multi-function tablets, where they have no great advantage of software, usability, media or apps.
.
Hence, the “Gillette” model that presumes that they will sell blades at a profit. This is unlikely. Selling the Fire at the cost of its parts ignores expenses for R&D, for support and for marketing. And the effort at mass numbers of devices (to cover fixed costs and incent app developers) flies contrary to focusing on its most media-hungry customers who will actually buy lots of blades — make more than $100 total media rentals/purchases. That’s ascribing all the profits that used to be attributed to media, to the tablet, and still only breaking even overall.
.
Of course, none of us gets to see actual financials, not even sales numbers, so there’s a certain amount of SWAGging here. Still, we can make guesses based on developers’ comments about market sizes, etc.
.
So I think Amazon, if it’s successful in reaching a decent share of tablet usage, will have many years of low profitability, starving the company of its ability to innovate in other areas. They have some very nice businesses that are also subject to the disruption that they are attempting to hit Apple with.

By: Tonio Loewald

Tonio Loewald — Mon, 29 Oct 2012 14:09:26 +0000

It seems to me that the obvious next step from this (excellent) analysis is that the player with a subsidized business model (i.e. Amazon, which is using Gillette’s razor blade business model) will win barring surprises. This makes its machinations (e.g. siccing anti-trust folk on Apple for daring to compete in ebooks) even more alarming.

By: What happened to the iPad? | Monday Note | My Daily Feeds

What happened to the iPad? | Monday Note | My Daily Feeds — Mon, 29 Oct 2012 11:53:46 +0000

[...] Hacker News http://www.mondaynote.com/2012/10/28/what-happened-to-the-ipad/ This entry was posted in Uncategorized by admin. Bookmark the [...]

By: rd

rd — Mon, 29 Oct 2012 03:04:20 +0000

In order to sell into Education market, ipad2 has been sold
as three year lease.

ipad mini is mainly for those same education institutes.
So aside from given as gift for holidays and graduations,
ipad is mainly an education play. This is why Amazon is
so scared of ipad min that they are advertising a comparison
on their home page.
Problem with education is that it the ultimate fashionable gadgets
that will rescue the crippling American education system meanwhile
Obama gets big donations from 1% to create more charter schools
to destroy public system. but then again Steve hated the teachers union the most.

By: Gadget Funkie

Gadget Funkie — Mon, 29 Oct 2012 02:59:22 +0000

Jean,

One reason (looks like everyone I read missed this one) iPad sales have slowed is due to the launch of Google’s Nexus 7 in July. I think the Nexus 7 sales could have been potential iPad sales. Also Amazon’s much earlier announcement (than shipping date) regarding their new (and much improved) Kindle Fires plus Microsoft’s surprise Surface announcement in June may be other reasons iPad sales are below expectations. iPad now faces much more ‘real’ competition than ever before and the tablet market will not be just an iPad market any more.

By: DavidR

DavidR — Sun, 28 Oct 2012 23:15:12 +0000

Personally think the iPad update was mostly motivated to cement the switch to the new connector across the product line. Pull a band off quickly. Now all current generation devices are on Lightening. Done. Also the iPad flagship tablet got updated to the faster processor in the iPhone 5. That seems like Apple being aggressive. Good for them.

Ave sales price went down because there is now a $400 iPad that is fine for many people and institutional purchasers. It will continue to drop with the Mini putting pressure on it.

All of that is good if it keep’s iPad marketshare stable and the offering competitive.

I personally don’t understand why Apple does not want wireless companies to offer a subsidy on a device with a wireless modem. If a consumer is going to use it consistently on a wireless plan and the carrier wants to subsidize, why should Apple not allow that? Especially when competitors do allow subsidies.

By: Kit

Kit — Sun, 28 Oct 2012 22:08:11 +0000

> The surprise iPad refresh can be seen as a reaction to competitive pressures, existing or upcoming ones

Do you remember when Apple pulled out of the Macworld Expo because they didn’t like the constraint of timing product releases to an external schedule? I think a lot of their behavior since then has been an attempt to buy independence from external suppliers. The PowerPC was probably a turning point, when they not only hitched their wagon to a losing technology but could not call the shots. So now they do things like run their own stores, buy factory equipment and design their own chips. If the market needs a new iPad, but the A6 will not be ready, then they design a stop-gap chip without worrying what a company like Intel might think. Voila the iPad 3. Releasing the iPad 4 would be a simple question of knowing when the A6 would come online and when a new model would come in most handy. And so we get an announcement just in time for the holiday season. Can anyone really think that the iPad 4 was not entering pre-production even as the iPad was hitting the market? I imagine this roadmap was in place one year ago. Apple controls its destiny in the mobile space to a far greater degree than they do on the desktop. This independence comes at a price but also brings huge competitive advantages. We just saw some sexy new iMacs, but the wait was almost criminal.

As for the iPad Mini, it might well be a reaction to the competition, but it might also be a sign that certain voices inside Apple have greater say now that Jobs is gone.