I get the impression that a majority of the Wall Street commentariat—even many of those who are Apple-friendly—don’t really “get” Apple and its products, and tend to view the IT world from a
predominantly Windows/Android-centric perspective.
I agree with most of Mr. Arora’s observations and deductions regarding a rumored 12.9-inch iPad, but had to smile at his several references to such a machine, should it turn out to be a reality,
not having the juice to “cannibalize Surface Pro sales.”
Now, there’s a topic I’m sure causes Apple CEO Tim Cook loss of sleep…not. In most tablet sales analyses I’ve seen, the Surface Pro only rates a low single-digit percentage market share,
if it’s mentioned at all, while the iPad—even in the most recently reported Apple fiscal quarter, which was the second in a row logging negative iPad sales growth—still sold 13.276 million, with
revenues in what is traditionally Apple’s weakest quarter of $5,889.000.
Microsoft has famously not released Surface sales metrics, but Surface tablet PC sales did reportedly finally take off in Q2 2014, more than doubling from $400 million during Q1, to $893 million
during the year’s second calendar quarter. Apple still made more than six times off iPads what Microsoft realized from Surface tablets.
Piyush Arora is a very smart guy—an electronics engineer with an MBA in Finance, and he may be right that a 13-inch ARM-powered iPad Pro running the iOS won’t be a Surface Pro killer. But if it
isn’t, is that really important? The Surface Pro is really more of a hybrid ultrabook than a tablet computer, and with its Intel Core i processor and running the…