There is a lot of moving pieces here:
- Define ”overtake.” Units sold, revenue, net profit, DAU, market share, etc?
- Timeline? This transition has a long tail, primarily beginning with Box/AWS ~2005/2006 and folk have been proclaiming everything will be in the cloud for the last 15 year. 😉 This is similar to how everything was client-server before that, whether it be terminal or remote instances.
- Nature of computing. How people use their computers continues to change and considering the length of this transition already, I’d be cautious about presuming that the world’s computing needs will remain static.
Here’s how I see the market continuing to evolve:
- thin and light devices continue to offer enough features at a lower price point to satisfy most consumers’ needs and serve as viable products. This include the MacBook Air, iMac, Mac mini along with the various iPad flavors. This is arguably already true today and doesn’t require a major change in cloud computing.
- some work will continue to require local and/or specialized computing resources necessitating the need for higher performance and less portable devices. While everything can be done in the cloud, rarely is that appropriate considering cost and other trade offs.
- new form factors will be introduced that have the potential to disrupt the existing paradigm (e.g., everywhere AR). I suspect these would take market share from the thin and light segment but not mobile (e.g., iPhone) nor high compute (e.g., Mac Pro)
- the transition to more remote processing will bifurcate by both use case (e.g., cloud gaming) and application, contributing to the long tail of adoption. And with more remote processing, continued costs (e.g., subscription) will increase, giving customers the choice between paying once for local hardware or perpetually for cloud resources.
Now if we look 15 years into the future, it’s entirely possible that most consumers will opt for some sort of tablet or mobile device as their primary computer, which are more accessible (touch based), offer more hardware capabilities (sensors like FaceID, LiDAR, pressure sensitivity) and conceptually simpler. They could augment <ahem> this with an AR device for immersive computing/creating, increasing usage while potentially providing a better/more productive experience. At that point, even if there is a MacBook Air in the lineup I suspect it won’t be a top seller.