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Here’s One Thing That Could Save Apple’s iPads in 2016.
Here’s what Apple’s iPad sales look like over the past few years.
iPad
Sal
es in
Mill
ions
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
Q1 2014
Q2 2014
Q3 2014
Q4 2014
Q1 2015
Q122015
Q3 2015
Q4 20150
7.5
15
22.5
30
Data source: Statista.
Data source: Statista.
Q3 2010
Q4 2010
Q1 2011
Q2 2011
Q3 2011
Q4 2011
Q1 2012
Q2 2012
Q3 2012
Q4 2012
Q1 2013
Q2 2013
Q3 2013
Q4 2013
Q1 2014
Q2 2014
Q3 2014
Q4 2014
Q1 2015
Q122015
Q3 2015
Q4 20150
7.5
15
22.5
30
iPad
Sal
es in
Mill
ions
This curve isn’t exactly what Apple wants to see.
63%
8%
13%
10%6%
Right now, iPads make up just 8% of Apple’s total revenue.
Apple’s banking that the larger iPad Pro could turn the tide for the company’s iPad ambitions.
But how exactly will the iPad Pro fix Apple’s iPad problem?
A new report from the IDC says that detachable tablets (like the iPad Pro and Microsoft’s Surface tablets) will drive tablet growth in 2016.
In fact, IDC says that the detachable tablet segment will grow by 75% next year.
That sounds great. But what does this mean for Apple?
“The transition to detachable tablets also ushers in two other key trends:
the growth of Windows and a turnaround for Apple's iPad device
line.” — Jitesh Ubrani, IDC
Analysts from FBR & Co. predict that the iPad Pro could help Apple’s iPad segment reach 15% of total revenue, up from 8%.
63%15%
10%
8% 4%
A tale of two processors
So how does Apple win the detachable tablet market?
IDC believes the iPad Pro could help Apple gain tablet market in the coming years, if it focuses on enterprise and prosumer markets.
Which means we’ll have to wait until next year to see if Apple can follow through on that strategy and start pushing its tablet sales in the right direction.
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