Apple's iPad business isn't collapsing, but the rest of the tablet industry sure is

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Comments

  • Reply 41 of 167
    arlorarlor Posts: 528member
    I think there may be a little market saturation and even more market satisfaction going on in wealthier markets, and the iPad's probably too expensive for developing markets. People are always going to buy a phone before they buy a tablet, and if they can't afford an iPhone they're hardly going to buy an iPad.

    I myself (living in a wealthier market) have an iPad 2. Eventually it's probably going to break and force me to buy a new one, but for now I just don't see any reason to shell out for an upgrade when my tablet does everything I want it to do just fine. Apple made it too well!
  • Reply 42 of 167
    benjamin frostbenjamin frost Posts: 7,203member
    Nowadays, no Internet search engine company can be taken seriously unless they are also making a tablet.


    Nowadays, no book retailer can be taken seriously unless they are also making a tablet.


    Nowadays, no PC clone maker can be taken seriously unless they are also making a tablet.


    Nowadays, no kitchen appliance and TV manufacturer can be taken seriously unless they are also making a tablet.

    So. Good.
  • Reply 43 of 167
    dick applebaumdick applebaum Posts: 12,527member
    ws11 wrote: »
     
    What do you want for posting pretty pictures? A medal?
    I want Daniel to correct his mistake.

    1000

    1000
  • Reply 44 of 167
    dick applebaumdick applebaum Posts: 12,527member
    Nowadays, no Internet search engine company can be taken seriously unless they are also making a tablet.


    Nowadays, no book retailer can be taken seriously unless they are also making a tablet.


    Nowadays, no PC clone maker can be taken seriously unless they are also making a tablet.


    Nowadays, no kitchen appliance and TV manufacturer can be taken seriously unless they are also making a tablet.

    So. Good.


    I would only add:

    Nowadays, no tablet maker can be taken seriously, save one!
  • Reply 45 of 167
    dick applebaumdick applebaum Posts: 12,527member
  • Reply 46 of 167
    ws11ws11 Posts: 159member
    Quote:

    Originally Posted by Dick Applebaum View Post





    *pictures*



     

     

    There is no need to antagonise.

  • Reply 47 of 167
    suddenly newtonsuddenly newton Posts: 13,803member
    Quote:

    Originally Posted by Dick Applebaum View Post



    I would only add:



    Nowadays, no tablet maker can be taken seriously, save one!

     

    I wish IDC would nut up and sell their own tablet.

     

    Otherwise, I can't take them seriously.

  • Reply 48 of 167
    dick applebaumdick applebaum Posts: 12,527member
    arlor wrote: »
    I think there may be a little market saturation and even more market satisfaction going on in wealthier markets, and the iPad's probably too expensive for developing markets. People are always going to buy a phone before they buy a tablet, and if they can't afford an iPhone they're hardly going to buy an iPad.

    I myself (living in a wealthier market) have an iPad 2. Eventually it's probably going to break and force me to buy a new one, but for now I just don't see any reason to shell out for an upgrade when my tablet does everything I want it to do just fine. Apple made it too well!



    What the penetration data shows is an extremely rapid rate of penetration. In comparison with the smartphone, the tablet is rising much faster. This is shown below:

    1000


    They are likely to saturate at around the same time but the tablet started much later.

    So how does this explain the slowing iPad sales?

    It’s possible that saturation for tablets could come well below 100% and that we are on a different curve than the model above. However, the ubiquity of the product and broadness of appeal, even within non-consumer (i.e. education and enterprise) makes it difficult to reconcile. In addition, the penetration data is self-evident. It’s improbable that penetration goes to 42% as it just did, and then stops suddenly. These decelerations of adoption have been observed historically but they are usually explained by cataclysms such as wars and economic contractions, neither of which are affecting the US right now. If a product solves an important “job to be done” then it gets adopted in a predictable way by a given population.

    The anecdotal evidence provided by the company and others coupled with the survey data collected for the population of US users implies that the iPad is solving numerous important jobs and is therefore continuing on a predictable trajectory and that a discontinuity has not occurred.

    http://www.asymco.com/2014/04/30/the-ipad-discontinuity/
  • Reply 49 of 167
    droidftwdroidftw Posts: 1,009member
    Quote:

    Originally Posted by Dick Applebaum View Post



    *images*

     

    This one makes me think of a certain author at AI who I won't mention by name.  <img class=" src="http://forums-files.appleinsider.com/images/smilies//lol.gif" />

     

  • Reply 50 of 167
    wizard69wizard69 Posts: 13,377member
    Any body here think that the draw down is due to new models coming this quarter? Seems like a smart move on Apples part especially if the next iPad revs have all the missing parts the current model is lacking (Touch ID, more RAM, more flash).
  • Reply 51 of 167
    Don't forget the IBM mobile purchasing report last Christmas that showed over 80% of all actual purchases came from iOS devices!
  • Reply 52 of 167
    benjamin frostbenjamin frost Posts: 7,203member
    drew0020 wrote: »
    These shill articles need to go away first how no one uses Office (what a joke) and now this. I enjoy coming to this site but am not a fanboy.

    There are no shill articles on Apple Insider.
  • Reply 53 of 167
    mac-sochistmac-sochist Posts: 675member
    drew0020 wrote: »
    These shill articles need to go away first how no one uses Office (what a joke) and now this. I enjoy coming to this site but am not a fanboy.

    Interesting how the "shill articles" quote reams of facts, figures, and statistics, while the "anti-shill" posts consist exclusively of "Nuh-uh!", isn't it?
  • Reply 54 of 167
    benjamin frostbenjamin frost Posts: 7,203member
    Quote:

    Originally Posted by drew0020 View Post





    Sorry; I'm bad.

    That's ok-we're all miserable sinners.

  • Reply 55 of 167
    euphoniouseuphonious Posts: 303member

    "Research / Market Analysis Firm with Institutional Bias against Apple Plays Down Apple's Success, Champions Competing Products"

     

    ^ essentially the gist of almost every DED article of late. It's getting embarrassing. Do you seriously believe that media coverage of Apple is negative on balance? Here's an idea, Dilger - why don't you actually write something enlightening about Apple, rather than foaming at the mouth about the latest criticism of them?

     

    There's a difference between an editorial and a propaganda piece.

  • Reply 56 of 167
    juanm105juanm105 Posts: 49member
    @pfisher
    "It would be nice to have a non-Apple product for once. Looks like the Kindle Fire is the way to go"


    huh?

    Why would that be?

    The Kindle Fire isn't even running a real Android OS so you have to use what Amazon gives you. That limits you even more. Enjoy the malware!
  • Reply 57 of 167
    mdriftmeyermdriftmeyer Posts: 7,503member
    Excellent article.
  • Reply 58 of 167
    benjamin frostbenjamin frost Posts: 7,203member
    euphonious wrote: »
    "Research / Market Analysis Firm with Institutional Bias against Apple Plays Down Apple's Success, Champions Competing Products"

    ^ essentially the gist of almost every DED article of late. It's getting embarrassing. Do you seriously believe that media coverage of Apple is negative on balance? Here's an idea, Dilger - why don't you actually write something enlightening about Apple, rather than foaming at the mouth about the latest criticism of them?

    There's a difference between an editorial and a propaganda piece.

    The truth is indeed embarrassing—as are you.
  • Reply 59 of 167
    hejishhejish Posts: 4member
    Mr. Dilger,
    I really appreciate your continued reporting about Apple reporting. Thank you and keep up the good work.
  • Reply 60 of 167
    512ke512ke Posts: 782member

    Wow!  In a brief, pointed, and well-written article, you prove the incredible power that one individual can exert in a media-connected world.  This article shines a light of truth that burns away so much falsehood and manipulation.  

     

    And your piece makes so much sense!  How could it be that Apple's web usage was so much higher than its supposed marketshare?  How could it be that Android and Samsung and Microsoft were supposedly conquering Apple in the market, when all three of these companies are stumbling with ongoing decreasing profits and even earnings?

     

    Well here we go, the simple truth, is that the numbers are being manipulated in a way that is glaringly obvious once you exposed it.

     

    Thank you for yet another great piece of reporting that will stand out amid a sea of biased, lazy, often hysterical, and manipulative reports about Apple and its competitors.

     

    This article is yet another shining moment for this website.  Few people have the courage, intelligence, and even the desire these days, to report the truth.

     

    Yeah yeah, I know, it's just consumer electronics, while there are wars and suffering in the world.  But reporting truth and exposing lies is a virtue nonetheless.  Thanks.

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