'Insufficient' innovation leaves iPad vulnerable to ultrathin PCs, says analyst
Summary: Could a lack of innovation leave Apple's flagship tablet vulnerable to new PC form factors such as ultrabook systems? One analyst thinks so
Apple's lack of innovation with the iPad could leave the door open to new PC form factors such as ultrabook systems, says one analyst.
Citibank analyst Glen Yeung believes that Apple needs to do more than make its flagship tablet lighter, thinner, and faster if it is to not become vulnerable to new classes of PCs.
"We believe Apple will launch an iPad Mini Retina and a thinner/lighter iPad5 (both likely sporting newer processors) in 3Q13 … iPad innovation of this nature is insufficient to reverse share loss," wrote Yeung in a note to clients earlier this week, reports CNET.
"Whereas we see limited innovation in tablets in 2H13, we see growing innovation in PCs. The growing presence of touch-based, ultrathin, all-day notebooks at improving price points (e.g., Intel requires all Haswell-based Ultrabooks to have touch and envisions price-points as low as $599) could create competition for 10" tablets not fully anticipated by the market."
Haswell is a new line of processors that Intel plans to launch in June. They are be built using the same 22-nanometer process and the 3D tri-gate technology as Ivy Bridge chips, but will deliver performance per clock and lower power consumption. This makes them perfect for use in mobile devices powered by a battery.