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The iPad Equilibrium

One of the bigger "surprises" out of Apple's earnings a couple days ago was the rebound of iPad growt
The Happy Hour
The iPad Equilibrium
By M.G. Siegler • Issue #87 • View online
One of the bigger “surprises” out of Apple’s earnings a couple days ago was the rebound of iPad growth. It was the first time in three years that the product grew year-over-year sales-wise. 
The bigger-picture here is quite clear with the benefit of hindsight: the iPad was one of the biggest product launches of all time, in terms of how many units Apple was able to ship in those early years. This was because many people understood it conceptually from day one – while in practice, it may have been a different product, to the eyes, it was an “iPhone, but bigger”. As such, this led many Apple watchers to believe the iPad sales could be like the iPhone, but bigger.
This was not to be, of course. The combination of many people immediately getting it (both conceptually and literally) and the fact that it turned out to be a product you don’t need to upgrade every year – or even every other year – tricked many Apple watchers.
And we’re just now reaching a point of equilibrium. Some years, the iPad sales will grow. Some years they will not. It sort of depends on a number of factors, like how enticing the new models are, but also how ready people are to try the iPad as their main computing device versus upgrading their PCs. Regardless, Apple will continue to sell millions – if not tens of millions – each quarter. And it will continue to be an amazing business for Apple.
It really is that simple.

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M.G. Siegler

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