With Apple reporting lower-than-expected iPad sales for the second quarter in a row, it’s likely that Tim Cook will be once again be called on to reassure investors that the decline in year-on-year sales won’t continue indefinitely.
Cook has been very bullish on the iPad, despite the numbers, pointing especially to growing sales in the education sector and the opportunity for tablet growth in enterprise.
The penetration in business is low, it’s only 20 percent. If you looked at the penetration of notebooks in business it would be over 60 percent. We think there is a substantial upside in business.”
I think he’s right, especially with the IBM partnership. I mentioned in my opinion piece then that increasing penetration in enterprise could also help drive consumer migration from Android, as it gives people exposure to iOS devices. But the impact this has could well be offset by the iPhone 6 …
iPhones are remarkably capable devices, and I’m always amazed how much people manage to get done on them. I even met someone who wrote parts of a novel on his iPhone while travelling on the London tube (metro).
But many of us find an iPhone screen a little cramped for prolonged use, and for most things on the move I’m more likely to reach into my bag for my iPad than into my pocket for my iPhone. That desire to have the same convenient access to mobile apps but with a bit more breathing room is the reason the iPad exists.
Personally, I’m a fan of big screens. My main Mac is still a MBP 17, and I have the iPad Air rather than the mini. But plenty of people seem to find the iPad mini a good compromise, offering enough room to work in a device which is still extremely portable. The question that has to be asked is: if those people are happy with a 7-inch screen, might they be just as happy with a 5.5-inch one?
Apple has never been afraid to cannibalise its own products. Cook is on record as saying they Apple accepts that iPads cannibalise MacBook Air sales, but “if Apple doesn’t do it, someone else will.” But cannibalisation of iPad sales by the iPhone 6 could be a rather more worrying phenomenon …
If an iPhone owner opts to buy an iPad instead of a MacBook Air, Apple makes less money but still sells a second device. But if someone who currently owns both an iPhone and an iPad mini decides that, next time around, they’ll just buy a 5.5-inch iPhone as an all-in-one device, that’s a completely lost sale.
I do think this is a significant risk. I know a number of people who opted for an Android handset when the first 5-inch models came along specifically because they wanted to carry one device rather than two, and for them a five-inch screen was big enough to perform the duties of both a phone and a tablet.
For most of us, a platform switch would be way too high a price to pay for a bigger screen, but once people can get that larger screen in an iPhone, it’s likely that a significant number will find the single device route an appealing one.
If we’re considering iOS sales as a whole, I suspect the iPhone 6 will have a positive effect. There are plenty of people who’ve been waiting impatiently for a larger-screen iPhone, and I suspect we’ll see significant migration from Android. Both frustrated iPhone users who left the platform to get a bigger phone, and Android users who’ve been eyeing the Apple ecosystem jealously but who weren’t willing to downsize.
But what is good news for the iPhone could, if enough people opt for the ‘one device does it all’ approach, prove a significant threat to sales of the iPad mini in particular.
If you currently have both an iPhone and an iPad (especially an iPad mini), what are your plans once larger-screened iPhones are available? Keep buying both, or will a 5.7-inch iPhone be good enough to do it all? Take our poll and let us know your thoughts in the comments.
Main image: martinhajek.com
Filed under: AAPL Company, iOS Devices Tagged: Android, Apple, Cook, IBM, iOS, iPad, iPad mini, ipad sales, iPhone, iPhone 6, MacBook Air
In addition to launching a redesigned version on Android, Fleksy today has given us a first look at its upcoming keyboard offering for Apple’s iOS 8. iOS 8 launches this fall with several new iPad, iPhone, and iPod touch features, including the ability for developers to launch custom system-wide keyboards. Fleksy previously announced that it is working on a keyboard for iOS 8 and has opened up signups for a beta, but today the company provided us with the first images and some new details…
First, the developer tell us that it plans to release the keyboard for both iPhone and iPad on iOS 8′s launch date bearing any unforeseen circumstances. “We’re racing to make it the best product for fall,” the company told us today. As of right now, the keyboard is not yet in beta, but the company says that is getting closer to beta and working on the logistics of distributing the keyboard for this testing phase. Development is currently far along enough for Fleksy’s developers to use it as their proper daily keyboard.
Like the Android version of the keyboard, the iOS variant will come in both free and premium flavors, but Fleksy will strongly push the paid version. Like today’s update to the Android keyboard, the iOS version will have a built-in store for customers to purchase additional themes and custom features. Premium users will also get one premium theme at no additional cost. “We’re working on the best possible way for people to experience the iOS keyboard for free, but we do want to remain a premium product,” the company said.
Besides Fleksy, SwiftKey and Swype have announced development of iOS 8 keyboards, but those two companies have remained mum on their specific plans. iOS 8 launches this fall, and the new operating system also unlocks Touch ID for developer integration, adds new features for emailing and instant messaging, and allows iPhones to track user-health with a new HealthKit service and Health application.
Filed under: iOS, iOS Devices Tagged: Android, Apple, Fleksy, iOS, iPad, iPhone, SwiftKey, swype
PlaceMe’s creator Alohar has a new app that tracks everything your family does originally published by Gigaom, © copyright 2014.