I think the main problem of this analysis is missing what's "essential" in 2026. Specially, in some demographics.
The main computer for most people is their phone. And the only for many ones (and as I said, specially in some parts of the world).
Besides that, nothing is "essential". And a tablet is way cheaper and way easier to use than a traditional PC. As a result, iPads outsell Macs by a wild margin.
Many people joke about the post-PC era, but Jobs' vision of the Mac as a truck has become true. If the iPad hasn't grown even more is not because "it's not like a Mac", but because the smartphone and its capabilities have grown way beyond what we could imagine in 2010.
The main computer for most people is their phone. And the only for many ones (and as I said, specially in some parts of the world).
Besides that, nothing is "essential". And a tablet is way cheaper and way easier to use than a traditional PC. As a result, iPads outsell Macs by a wild margin.
Many people joke about the post-PC era, but Jobs' vision of the Mac as a truck has become true. If the iPad hasn't grown even more is not because "it's not like a Mac", but because the smartphone and its capabilities have grown way beyond what we could imagine in 2010.