Raven Zachary gave a presentation at the Web 2.0 Expo on March 30, 2011 summarizing his experience using the iPad for the past year. Some of the key points from his presentation included:
- The iPad has replaced his laptop for many tasks like email, web browsing, and media consumption due to its portability. However, it has not replaced his desktop computer.
- Developing apps directly on the iPad poses limitations compared to using a desktop.
- The iPad works well for travel since it is lighter than a laptop and easier to use in airport security lines.
- While the iPad has limitations like lack of Flash support, printing capabilities, and backup options, it fulfills many of his
8. • “An utter disappointment and abysmal
failure.” (Orange County Design Blog)
• “Consumers seem genuinely baffled by why
they might need it.” (Businessweek)
• “Nothing more than a luxury bauble that will
appeal to a few gadget geeks.” (Bloomberg)
• “Insanely great it is not.” (MarketWatch)
• “My god, am I underwhelmed.” (Gizmodo)
Source: David Pogue, New York Times
iPad Announcement Commentary
17. “Nobody needs a tablet. So why
are we gobbling them up?”
- Brian X. Chen,Wired.com
18. • Video
• Web browsing
• Email
• Periodicals
• eBooks
• Games
• Social Networking
• Education
• News
• Music
iPad Usage Survey, wired.com
19.
20.
21.
22.
23.
24.
25.
26. 2010 iPad Unit Sales Estimates
15
12
Millions of Units Shipped
9
6
3
0
ACTUAL Jon Gruber Various Forrester Jason Snell Andy Ihnatko
Sources: Various
27. The tablet is now a proven
market. This is not a fad.
...and this market is
impacting other markets.
32. • 14.78m sold in 2010, during 9
month period (April on)
• Fastest selling consumer
electronic device (before the
Microsoft Kinect)
• More than every Tablet PC ever
sold
• $9.5bn in revenue for Apple
• “Post-PC” Era
• Part of the iOS larger ecosystem
iPad Success in 2010
33. Apple iOS Units (in millions)
200
iPhone iPod touch iPad
14.79
150
60.2
Millions of Units Shipped
160+ million iOS devices and growing 7.46
47.2
100 3.27
42.7
38.0 89.6
33.0 73.4
59.3
50 20.0 50.9
17.0 42.1
15.0 33.4
13.0
26.4
7.5 21.2
17.4
5.4 13.0
3.2 4.3
0 3.7 5.4 6.1
0.3
0 1.0
1.4
0 0 0 0 0 0 0 0 0 0 0
Q2 ‘07 Q3 ‘07 Q4 ‘07 Q1 ‘08 Q2 ‘08 Q3 ‘08 Q4 ‘08 Q1 ‘09 Q2 ‘09 Q3 ‘09 Q4 ‘09 Q1 ‘10 Q2 ‘10 Q3 ‘10 Q4 ‘10
Sources: iPhone & iPad - Apple
iPod touch - estimate by Raven Zachary and Apple
34. Apple iOS Market by Device
9%
37% iPod touch
iPhone
160+ million iPad
iOS devices
and growing
54%
Sources: iPhone & iPad - Apple
iPod touch - estimate by Raven Zachary and Apple
35. Portable Gaming Market (Total Units Sold)
200
Since
2007
(2008)
150 Since
2004
Millions of Units Shipped
100
Since
2005
50
0
iOS Sony PSP Nintendo DS
Sources: Apple, Nintendo, Sony
36. App Store Apps by Platform
400000
350,000
300000
280,000
200000
100000
43,535
16,121 10,000
0
Apple Google Nokia RIM Microsoft
Source: Various, Q1 2011 data
37. App Store Tablet Apps by Platform
70000
65,000
52500
35000
17500
0 0 0
19 0
Apple Google Nokia RIM Microsoft
Source: Various, Q1 2011 data
38. Android Marketplace Tablet Apps
Electrum Drum
CNN App Speedx 3D Grocery iQ
Machine/Sampler
Vendetta Online Google Body USA Today WeatherBug
Flixster AccuWeather Thumb Keyboard DrawFree
TouchDown DueToday Opera Draft Manager 11
QuickOffice NY Times Conqu
Source: Justin Williams, carpeaqua
40. • Low-res cameras
• No retina display
• Out of the box activation
not available
• 18 configurations - color,
network, storage
• No Flash support
• No 4G network support
iPad 2 Complaints
41. • Too early to tell
• Only 20 days on the market in
the US
• Only 6 days in 25 additional
countries
• 500k units first day estimate
(source: Gene Munster, Piper
Jaffray)
• Mall of America: line 3x
• 5th Ave Apple Store NYC: line
1.5x
• Demand > Supply
iPad 2 Sales Data
42. “iPad 2 isn’t just the best tablet
on the market, it feels like the
only tablet on the market.”
- Joshua Topolsky, Engadget
48. • Not open source...yet.
• Limited hardware partners
(Motorola, Samsung, LG)
• Delays will hurt tablet
adoption
• “To make our schedule to
ship the tablet, we made
some design tradeoffs.”
Andy Rubin, Google
Android 3.0 “Honeycomb”
49. • Android 3.0 (Honeycomb)
• 10.1” display
• Verizon partnership
• Retail distribution
• 4G upgradeable
“Motorola’s Xoom is • $599 / $799
iPad’s first real rival.” • Release date: March 27,
-Walt Mossberg, WSJ 2011
Motorola Xoom
50.
51. • Android 3.0
(Honeycomb)
• 10.1” and 8.9” displays
• Tab as family of devices
• Older generation in 2010
(2m units)
• Price TBD
• Release date: Summer
2011
Samsung Galaxy Tab
52. • webOS (Palm)
• 9.7” display
• Positioned for enterprise
and consumer
• Touchstone sharing
• No cellular model
• Price TBD
• Release date: June 2011
HP TouchPad
53. • BlackBerry Tablet OS
(QNX)
• 7” display
• Positioned for enterprise
and consumer
• Runs Android apps in
virtual machine
• Price $499 and up
• Release date: April 19, 2011
RIM BlackBerry PlayBook
58. • Custom hardware
• Excellent brand recognition
• Retail distribution
• Android Appstore
• Payment infrastructure (Apple has 200m iTunes
accounts)
• Books, music, movies
• Content distribution rights for Kindle
• Can afford low to no margins
Is Amazon the real iPad threat?
59. Tablet Planned Purchasing
100%
90%
80% 83%
70%
60%
50%
40%
30%
20%
10%
8%
4% 3%
0% 3%
Apple iPad Motorola Xoom RIM Playbook Samsung Galaxy Tab Other
Source: ChangeWave Research,
3,000+ respondents, Feb 2011
60. • A year later, iPad has serious competitors
pending
• Rapid adoption of Android
• Margin vs. market share challenges
• Retail distribution impact is serious
• iOS 5 - software leapfrog?
• eReaders move into the tablet space
• Apple retains aggressive component
discounts
2011 Tablet Market
61. • iPad 70-80% market share (IDC)
• iPad 68% market share, 29m units sold (JP
Morgan)
• iPad 36.5m units sold (iSupply)
2011 iPad Estimates
71. • Threaded conversations
• Unified inbox
• Still no filtering or rules
• Moved from POP folders to IMAP server
folders
• Gmail web app for iPad is good
• Not a good power user app, prefer desktop
Mail
72. • Presenter mode improvements
• Presenter notes support
• Multitasking support
• Improved importing reliability
• Still not a great presentation authoring tool
Keynote
73. • iTunes sync
• OS updates
• Some websites (Flash and JavaScript)
• Some documents
• Printing (partially solved)
• Backup
Additional iPad Limitations
74. iPhone iPad Mac
Always with Always in I have one at
me. my bag. the office and
one at home.
75. iPhone iPad Mac
Connect Play Work
Alert Read Write
Check Consume Create
76. Creating Mobile Apps Based on Behavioral
Patterns and Specialized Platforms
Today, Next,This Room