I still don’t think the markets overlap as much as we believe they might.
Yes, when it comes to college students and people trying to somehow replace the laptop that they already have with an iPad, the MacBook Neo is definitely going to be more of an attractive option. But that’s the thing, for people trying to *replace* something. I truly don’t believe that this is the majority of iPad customers.
The majority of iPad customers are either…
A: people who currently, or I should say, before making a purchase, only have a smart phone. These are people who don’t necessarily need a computer, but want something more than just a phone for media consumption. These are people who will never care about the limits of iPadOS.
B: People who already have a laptop or desktop and are not looking for a duplication of the same thing. These people might want the iPad for its drawing capabilities, or for how easy it is to move around, or as a media machine, travel computer, and so on and so on. I am personally in this category, I have both an iPad (with Magic Keyboard) and a MacBook, and neither is replacing the other. The iPad gets used significantly more than the MacBook in fact, despite me being frustrated by several of iPadOS’s quirks. The iPad usually goes everywhere with me, on vacations, quick trips, it’s my TV, a big clunky MacBook with a permanently attached keyboard is never replacing that. A folding iPhone might, but that’s a completely different conversation.
3: Children and the elderly, or I should just say, those who don’t know and have no interest in learning how to use a computer operating system. Sometimes the simplest most restricted OS is the best OS.
Apple sells 3X as many iPads as they do Macs every year. The Neo might tip that balance, but not dramatically.
Steve’s original metaphor of the iPad as a car and the Mac as a truck remains true. Some people have just a car, others have a truck, and others have both.