I fundamentally do agree, however, I do think that Apple has kind of locked themselves into a corner with the iPad.
That is a device category that desperately needs a reboot, and it has reportedly been reflected in the sales over the last two years.
The issue is that Apple continues to expand all of their other products into folding iPhones, HomePods with displays that are similar to iPads, MacBooks with touchscreens…
And especially with products like the folding iPhone and the touchscreen MacBook, and even the MacBook Neo, it continues to beg the question… What is the point of the iPad?
I recently traded in my iPad Pro to Apple, I used it for two years to get through classes, but for the most part, it functioned as a bedside TV and then collected dust.
I absolutely loved using it, I thought it was a wonderful device, but everything I did on it was significantly more convenient to just pull out my phone to do, and anything more serious was best on the MacBook.