Goldman: iPad Primed to Eat Up Laptop, Netbook Markets

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Apple’s already popular iPad is positioned to start eating into laptop and netbook sales, according to Goldman Sachs, and as multimedia tablet devices become more popular, that market cannibalization will grow even more.

Goldman Sachs analysts claim Apple hit a sweet spot with consumers by addressing five key categories: Consumption, content, always available Internet connections, constant operation and easy access to commerce, according to the Financial Times.

“By linking the device directly with its iTunes and App Store products, Apple has created an easy-to-use, direct conduit between users and a vast library of content that is custom-tailored for the iPad,” the report said.

Thanks to 3G support on some iPad models, Apple has made always available Internet connections something users expect and rely on.

“By integrating options for both WiFi and 3G connectivity, Apple has helped ensure that users have constant access to the content sources described above,” the report said. “We would contrast this to the existing situation in PCs, where the penetration of 3G connectivity remains very low, and the amount of setup required for Wi-Fi remains relatively high.”

By tying into the iTunes Store and App Store, Apple has made it easy for users to buy content for their tablets, too.

The number of CTOs planning to replace laptops with tablets over the next two years is surprisingly high, too. Of 90 CTOs interviewed, some 70 percent said that tablets would be replacing some portable computers over the next 24 months.

Not all of those tablet purchases will be iPads, but Apple seems to be eating into netbook and laptop sales already.

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You manage your media using iTunes.  You want a tablet.  Will you get a device that fully integrates iTunes as a multitouch app, one that can run the non-multitouch version (Win7), or one that can’t run iTunes at all (Android)?

iTunes is the secret sauce in Apple’s recipe for digital hegemony.  I’ve been saying it 3, 4 years now.


You’re completely right…

I tell my colleagues and friends who use Windows and other phones/music services that don’t understand… 

They keep towing the line about ubiquity… about dominating the world and all that through licensing, etc.

They just don’t get that Apple is a hardware company...  the software is just value added and designed to make the hardware more functional and attractive.

It’s about the hardware stupid!!!

The fact that the software is head and shoulders above anything out there in the Linux and Windows world is just icing on the cake.

Now, because of their industry defying approach, originally set by Mediocre-soft, they’re doing what no other company can do because Apple is actually putting the horse in front of the cart, not the other way around.


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