What people aren't getting is that consumers aren't going to renew their iPad every 2 years like they do their phone, and thats normal. You don't buy a new computer every 2 years, and the iPad is more towards that segment than it is towards mobile phone.
That seems to be the case. As long users keep buying apps and downloading movies, I'm sure that Apple will be happy.
So over twenty million purchasers of high end smartphones prefer "tiny" screened phones.
It looks like Samsung's marketing spin is failing.
"- PR attack plan by pointing out iPhone 5's weakness (small 4 inch LCD size)", Dale Sohn, then president of Samsung Telecommunications America, in an email addressed to 30 other people in June 2012.
All this fretting over iPad sales by pundits and Wall Street analysts is so annoying. It seems obvious that iPad is more of a seasonal product and isn't being upgraded as often as smartphones are. Plus iPad was a product that had huge growth so fast, it wasn't going to stay that way forever. Tim's comments on the earnings call seem to indicate Apple has more planned for iPad than just spec bump and adding Touch ID:
[QUOTE]So when I look at all of these, I feel great. That doesn't mean that every quarter is going to be a number that everybody's thrilled with. But over the arc of time, the iPad has a great future. But the thing that drives us, is the next iPad, if you will. The things that we can do to make the product even better. There's no shortage of work going into that or shortage of ideas. I can't help but be extremely excited about where we are.... I am very bullish on iPad.[/QUOTE]
I had already decided that my iPad updates will likely come around the same, if not longer, intervals as my Mac updates.
Really? My last Mac lasted me seven years. Much as I love my iPad 2, I'm looking forward to a new one this year. But I know some people do buy Macs every three years. And as the iPad becomes more powerful, I can see it lasting longer.
Man, talk about a spin job. I find it disappointing that DED decided not to include the actual sales figures (16.35 million units shipped, plus channel inventory reductions), yet he cited the analyst projections -- the figures that become obsolete once the actual numbers come out. The fact of the matter is that iPad sales plateaued last quarter, and no amount of whitewashing makes that fact go away. The most important point of discussion centers on how and why this happened, and what it all means.
I get that this article wants to highlight the strong points of the iPad's market segments, but the discussion needs to BEGIN with the bottomline sales and revenue figures (and YOY growth) and then branch out from there. Ignoring the most pertinent facts about the market and moving straight over to the qualitative stuff about owner loyalty, new buyers, and enterprise adoption makes for a disingenuous article at best. If anything, I wanted to see DED's take on the future of the tablet market, and how Apple can tap into these strong suits and use them to potentially find new growth opportunities. Too bad this article takes the easy way out.
If you want a long discussion, just start a new thread about it with drblank. He'll keep you going for days...
Comments
What people aren't getting is that consumers aren't going to renew their iPad every 2 years like they do their phone, and thats normal. You don't buy a new computer every 2 years, and the iPad is more towards that segment than it is towards mobile phone.
That seems to be the case. As long users keep buying apps and downloading movies, I'm sure that Apple will be happy.
So over twenty million purchasers of high end smartphones prefer "tiny" screened phones.
It looks like Samsung's marketing spin is failing.
"- PR attack plan by pointing out iPhone 5's weakness (small 4 inch LCD size)", Dale Sohn, then president of Samsung Telecommunications America, in an email addressed to 30 other people in June 2012.
Source.
[QUOTE]So when I look at all of these, I feel great. That doesn't mean that every quarter is going to be a number that everybody's thrilled with. But over the arc of time, the iPad has a great future. But the thing that drives us, is the next iPad, if you will. The things that we can do to make the product even better. There's no shortage of work going into that or shortage of ideas. I can't help but be extremely excited about where we are.... I am very bullish on iPad.[/QUOTE]
I wonder how Apple tracks new users or upgrade users?
I wonder how Apple tracks new users or upgrade users?
By the creation of new iCloud accounts.
I had already decided that my iPad updates will likely come around the same, if not longer, intervals as my Mac updates.
Really? My last Mac lasted me seven years. Much as I love my iPad 2, I'm looking forward to a new one this year. But I know some people do buy Macs every three years. And as the iPad becomes more powerful, I can see it lasting longer.
Man, talk about a spin job. I find it disappointing that DED decided not to include the actual sales figures (16.35 million units shipped, plus channel inventory reductions), yet he cited the analyst projections -- the figures that become obsolete once the actual numbers come out. The fact of the matter is that iPad sales plateaued last quarter, and no amount of whitewashing makes that fact go away. The most important point of discussion centers on how and why this happened, and what it all means.
I get that this article wants to highlight the strong points of the iPad's market segments, but the discussion needs to BEGIN with the bottomline sales and revenue figures (and YOY growth) and then branch out from there. Ignoring the most pertinent facts about the market and moving straight over to the qualitative stuff about owner loyalty, new buyers, and enterprise adoption makes for a disingenuous article at best. If anything, I wanted to see DED's take on the future of the tablet market, and how Apple can tap into these strong suits and use them to potentially find new growth opportunities. Too bad this article takes the easy way out.
If you want a long discussion, just start a new thread about it with drblank. He'll keep you going for days...