The iPad is the only blemish on Apple’s sterling results. For the sixth straight quarter, iPad growth is flat.
Tim Cook spoke at length on this very subject in Apple’s earnings call, as recorded in this Quartz article. Let’s decode it.
If a PC company had flat sales, you might think its CEO would go, “Phew, not bad when the overall market is declining.”
Not really though: Lenovo, HP, Dell Acer and ASUS all increased sales the past quarter even though the overall market declined. Apple too. It’s not clear which PC company is suffering, but the strong get stronger while the weak exit.
So flat iPad sales — despite whatever Tim Cook may say — is alarming to Apple and Apple watchers. Moreover, now that Apple is selling larger phone sizes, people are finally realizing that you don’t need a big phone and a small tablet. The bigger iPad will need to grow a lot faster for the overall business to grow.
The iPad may not be one of the weak, but it is not one of the strong either. What should Apple do? The company has two possibilities: 1) make the iPad more appealing to a new market segment, and/or 2) deliver the same proposition to the existing market segment better.
Since forever, smartphones and tablets were banned from flights despite a total lack of evidence they posed any danger. The US and UK came to their senses recently and lifted that restriction, while the rest of the world is still stuck with flight attendants badgering passengers to put their electronics away.
Everyone has a story. I remember one stewardess — really, a bully — stand and watch me not just put the phone on airplane mode, but actually power it off. I tried explaining how there was no evidence using electronics (especially while on airplane mode) was bad. I don’t remember what she said back exactly, but I do remember the spit flying everywhere and high decibel levels.
All the while, my buddy next to me was giggling under his breath while his Kindle stayed open. The flight attendant hadn’t realized that e-ink display was also an electronics device as she went nuts over my iPad.
With the rule change in place, I wonder if that stewardess ever thought back to our pleasant exchange.
The Wall Street Journal is reporting some interesting Apple rumors:
Think about that for a second. Apple is going to release a tablet with a bigger screen than the newest generation of its most popular laptop!
Salon posted an article last week that seemed to escape the notice of most in the tech world, but it’s a fascinating read for those interested in the business of gadgets and education.
The story in a nutshell: the LA school district, despite needing money to spend on basic things like repairing its infrastructure, bought US$1 billion of iPads from Apple with little to no discount. Which turned out to be a terrible decision because iPads don’t have keyboards and make poor learning devices for students.
I’ve always liked these kinds of stories on other tech blogs — i.e., what gadgets nerds use on a daily basis — as it gave a “bottom line” that individual reviews of products on loan can’t give. So today I’m sharing what I use and carry, and why.
Smartwatch: Pebble, Moto 360
The Pebble is a great device. Its super solid in a way that Apple is known for; it does what it’s supposed to and it does it well. There are lots of interesting watch faces for it, the battery lasts for days, and it’s good for monitoring notifications and incoming calls. The main downsides are that it’s not particularly attractive or comfortable to wear. The screen has no color and is very low resolution.
I also recently got the Moto 360. A review will go up this Monday or the following Monday, depending on how the weekend goes.
If you purchased a 5.5-inch smartphone today and don’t own anything else, the next device you buy simply won’t be a mini tablet. That money is better spent on other things, like a laptop or larger tablet. That’s why I believe the future of mini tablets is niche, and why larger tablets and laptops will ultimately converge.
That 5.5-inch device is good enough to be your daily device for personal consumption: browsing the web, reading books and even watching video. It’s still great for phone calls, photos and messages too. If you purchase a second device, it’ll be to do things you can’t do well on a 5.5-inch screen — like office work.
Despite most of Asia being clued into this for the past couple years, and despite large Android phones actually being popular in the US and Europe, the press there seemed largely unaware of this trend.
Until the iPhone 6 Plus.