are they also counting people like myself who have gone from an iPad to a Windows 8.1 Tablet, i jump from an iPad Mini to a Lenvo Mix 10 (which was around 1.3rd the price of the ipad mini) and haven't looked back, having a full PC which lets me run the office suite, as well as kindle app etc utterly broke my usage of the ipad mini, battery life is around the same,
Its not just larger screen phones that are canabilizing the iPads, its the fact that apple hasnt seen the light and made a Macbook AirPad, Full osx touchscreen device with removable keyboard.
Same. I sold my iPad Air, kept the retina Mini and bought myself a Surface Pro 3. It can do far more than any iPad can, has a keyboard that detaches and becomes a tablet.
My local news did a story about how sales on iPads are down and more people are going for these kinds of tablets like the Surface Pro 3. Almost the entire time, they showed the Surface Pro 3.