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New iPads or Not? iPad Revenue Predicted to Sharply Drop in Q4 2023
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I hardly use mine anymore. I am on my MacBook all day for work and in the evening it’s just more convenient to chill on the couch with the phone in my hand. Typing is also easier (for me) because you can still use it laying down on the side, being a lazy bum haha
I predict a sharp spike: Put MacOS as an option onto the new iPads. Will sell like crazy.
Maybe make the iPad more like the MacBook, and allow it to run proper Microsoft office or google doc, slides etc instead of some washed trashy app.
One factor in shrinking sales is I think the bigger iPhones are also reducing the use for the iPads.
I personally prefer smaller iPhones because when I'm out and about or active it is easier to handle/carry/use etc. I'm usually too busy to get any benefit from the larger screen (playing games, watching videos, even browsing social media etc.). However when I'm home I also reach for my iPad in more cases because of that bigger screen. Possible that people with the larger iPhones don't feel that need as much.
I personally prefer smaller iPhones because when I'm out and about or active it is easier to handle/carry/use etc. I'm usually too busy to get any benefit from the larger screen (playing games, watching videos, even browsing social media etc.). However when I'm home I also reach for my iPad in more cases because of that bigger screen. Possible that people with the larger iPhones don't feel that need as much.
This. I had a v1 iPad, then a v1 iPad Air that still does what it needs to do, just very s l o w l y .
Yup. Exactly this. I just got a 15 PM and the larger size mostly obviates iPad usage.
For iPad to be exciting again...
Hardware Changes:
Hardware Changes:
- miniLED on 11-inch iPad Pro
- 128GB base storage on iPad Air
- Educational iPad in notebook form factor
- Cheaper and lighter Magic Keyboard
- User accounts
- More robust and stable Files app
- Single space mode for Stage Manager
- Open up API for better inter process communication between applications
- Power user features like Terminal and VM
Only $7.2 billion? Someone get Tim Apple an Apple Polishing Cloth to wipe his tears away.
At that point, why not just get a MacBook if you need a laptop and full Microsoft Office functionality?
What makes the iPad unique is Touch, Pencil and Face ID. I feel like MBA's at Apple are whats determining the direction of the iPad.
The question in the board room, how can we get users to buy an iPhone, iPad and a Mac the same time. So, they artificially limit one over the other. Although I really don't see any benefit of touch on a notebook, some people like it. Apple could add touch support to the Mac as well as Face ID. But they know this would severely limit interest in the iPad.
Heck, it might even affect sales of the goose laying the golden egg which is the iPhone.
I look back at even revs like the iPad Pro with A12z chip that couldn't even run Stage Manager. Think about it, this iPad came out in early 2020 and Apple managed to make it obsolete a couple years later.
i just sold both my Ipad Mini and Ipad Pro 11 inch M2. Know why? Ive had them all year and i still use my phone and imac for 90% of what i do. I wanted to use them more and i really hoped ios17 would let me do more but nope, and i certantly dident need 2 of them.
I want to love the Ipad i really do, and if the next mini fixes a few things i might get one, but this will they wont they nonsese is just insane at this point and kinda pissing me off cause at this point i just wish they would blend both the Iphone and Ipad into a foldable iphone fold and be done with it and that way everyones happy!
I want to love the Ipad i really do, and if the next mini fixes a few things i might get one, but this will they wont they nonsese is just insane at this point and kinda pissing me off cause at this point i just wish they would blend both the Iphone and Ipad into a foldable iphone fold and be done with it and that way everyones happy!
Declining iPad sales along with a decline in iPhone 15 sales in China. iPhone 15 doing worse than iPhone 14. Huawei's Mate 60 Pro stealing sales?
Apple’s iPhones Off to Disappointing Start in China, Study Shows
Apple Inc.’s new iPhone 15 is selling far worse in China than its predecessor, according to separate analyses, reflecting stubbornly weak consumption as well as the rise of rivals like Huawei Technologies Co.
www.bloomberg.com
Only $7 Billion… what an embarrassment. What company could survive on such meager revenue. Maybe they can qualify as an American Express small business if the trend continues and they only make $6.9 Billion next year. I will mourn the investors terrible go of things here. Who knew that market saturation with good quality products could lead to an impressive billion-upon-billion dollar plateau that can’t be relied on for infinite growth (and every small and medium sized company would kill for). So sad.
The iPadOS is good because my mom has her own personal computer that she knows how to use and very rarely needs to ask me how to do something with it. At the same time, I know people who want their iPads to do so much more, myself included.
How Apple can keep the iPad simple for someone like my mom, while making it advanced enough where pro users will be happy, I have no idea.
My best idea is to have macOS apps running inside some kind of WINE-like container. The menu bar can be there by holding the CMD button, or just retroactively add one to the top of the iPad screen. My mom won’t ever need to side load a macOS app on to the iPad, but the option will be there for anyone to do.
But this has the potential of hurting Mac sales, so I don’t really see Apple doing anything like this. Not to mention all the other reasons I’m probably not thinking of why it wouldn’t work.
This is why the rumours about the pricing of the next iPad Pro generation seem crazy to me, to jump from $799/1,099 right up to $1,599/1,899 is insane, even if it does get an OLED display, and starts with 512GB storage and 16GB RAM like an equivalently priced 14" MacBook Pro. I know the bulk of iPad sales are probably the base iPad and Air, not the Pros, but this seems like it's going to knock iPad Pro sales flat on their ass.
One may argue that Mac is also a mature device. And frankly, iPhone even more so.
I think the problem with iPad is that most people use it as a consumption device, for watching video or playing games. For these purposes, any iPad models that can run iPadOS 17 are more than sufficient. This includes:
- March 2018: iPad (6th generation)
- March 2019: iPad mini (5th generation)
- March 2019: iPad Air (3rd generation)
- June 2017: iPad Pro (10.5" and 12.9" 2nd generation)
And iPhones are more widely used as camera and more personal needs, not to mention iPhones being more prone to wear and tear.
For productivity, iPads are very popular among creative professionals, but less so for others. I think Apple can do its part by creating alternate notebook form factor for those that need to use keyboard full-time (similar to Windows convertible notebooks), and work with third party developers to bring more pro apps to iPad.
It’s apples own fault. iPads are too good and last a long time. They are not cheap and unlike iPhones most people don’t imo want to replace iPads yearly.
Apple's quarterly iPad revenue will significantly decline in the fourth quarter of 2023 on a year-over-year basis, according to estimated figures shared today by Erik Woodring, an analyst at investment firm Morgan Stanley.
Morgan Stanley estimates that Apple will report iPad revenue of $7.2 billion in the fourth quarter of 2023, which would be a decline of approximately 23% compared to the $9.4 billion that Apple reported for the segment in the year-ago quarter.
The year-ago quarter will be a tough comparison for iPad revenue, according to Morgan Stanley, as Apple announced updated iPad Pro models and the 10th-generation iPad last October. Over the weekend, two reports indicated that Apple plans to announce updated iPad Air, iPad mini, and entry-level iPad models this week, although some credible sources like Bloomberg's Mark Gurman have cast doubt on this rumor.
It's unclear if Morgan Stanley expects new iPads to launch this month, but given the firm expects iPad revenue to significantly decline this quarter, the firm is at least not expecting any iPad updates that are major enough for revenue growth. Only minor changes are expected for the next iPad Air, iPad mini, and entry-level iPad whenever the devices are released, including an M2 chip for the iPad Air and an A16 Bionic chip for the iPad mini.
There are also rumors of a third-generation Apple Pencil with interchangeable magnetic tips for drawing, technical drawing, and digital painting.
Apple has yet to release any new iPads this year. If that trend continues for the remainder of 2023, it would be the first calendar year with no new iPads released in the device's 13-year history. The two reports expecting new iPad models this week said Apple's announcement would likely be on Tuesday, so we'll see what happens tomorrow.
Article Link: New iPads or Not? iPad Revenue Predicted to Sharply Drop in Q4 2023
I think people are seeing iPad is for a small market of students and people who have to go to lots of meetings and need a electronic notepad like it's name implies. People keep trying to say they are a computer replacement but they aren't I know that from personal experience. People kept say we need the "Pro" applications for the iPad. So when iPad got Apple silicon, Apple made versions of Final Cut and Logic for iPad. After about two weeks people most people just seemed to go back to Macbooks.
The iPad is just a electronic notepad, it's an iPhone without the phone, a computer without a real OS or the ports to do real work. It is what Apple wanted a inbetween product for the ecosystem. If you have a iPhone and a Macbook you really don't need a iPad. iPad is students in class taking notes and people in tons of meetings. Or someone on a budget who just needs a barebones devices to do email, browse the inet, and basic word processing and etc. That is a pretty small market.
I think part of the problem is product line cross-contamination. iPhones have gotten so large that for many people they don’t need a tablet anymore. Part of the lost iPad sales is just made up for by the drones that buy the biggest iPhone they possibly can.
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Personally I won’t be buying a new mini because I dislike the new form factor, so I’ll stick with the 5 as long as it works. And I won’t be buying a new iPad Pro because the 2018 is still plenty powerful and has a less obtrusive camera bump, and the newer ones are still LCD and still have no landscape camera (hopefully that will change next year).
So it’s not like the iPads aren’t useful or couldn’t be improved in terms of hardware, it’s that what Apple currently chooses to update isn’t compelling enough, or in some aspects has even been a change for the worse.
So it’s not like the iPads aren’t useful or couldn’t be improved in terms of hardware, it’s that what Apple currently chooses to update isn’t compelling enough, or in some aspects has even been a change for the worse.
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Will cannibalize the sales from those who currently buy both iPads and MacBooks.
Well, iPad and iPadOS itself is too limited to use. What do they even expect?
Yeah, you're right. To me owning an iPad is like buying a yearly release of NFL Madden on the Playstation. No matter the year, the experience seems the same. So eventually I got bored and stopped buying Madden. The only way I now consider a new iPad is if it stops getting software support and I am still getting OS upgrades on my 6th gen.
The geniuses in Cupertino really need to figure out how to enhance the iPad experience 13 years on. Google's done that with their Pixel phones by using clever software to separate themselves from others even though the hardware is not as good as the current iPhone's.