Posted by: Onuora Amobi
Apple, iPad, Microsoft, Microsoft Surface
It wasn’t clear to me how this was going to play out for quite a while.
Yeah all the studies, stats and trends indicated that mobile devices were gaining more and more marketshare. It still seemed hard to think of a “post-PC world” ruled by mobile phones and tablets.
Then this happened.
Apple announced a 128 GB iPad and it all became clear.
That’s how it’s going to happen.
Here’s what I think.
Apple is going to continue refining the iPad until you can get an iPad with a 500GB or 1TB hard drive. They will work hard as hell to keep the form factor the same or even smaller.
The clues are in their own press release:
CUPERTINO, California―January 29, 2013―Apple® today announced a 128GB* version of the fourth generation iPad® with Retina® display. The 128GB iPad with Wi-Fi and iPad with Wi-Fi + Cellular models provide twice the storage capacity of the 64GB models to hold even more valuable content including photos, documents, projects, presentations, books, movies, TV shows, music and apps.
“With more than 120 million iPads sold, it’s clear that customers around the world love their iPads, and everyday they are finding more great reasons to work, learn and play on their iPads rather than their old PCs,” said Philip Schiller, Apple’s senior vice president of Worldwide Marketing. “With twice the storage capacity and an unparalleled selection of over 300,000 native iPad apps, enterprises, educators and artists have even more reasons to use iPad for all their business and personal needs.”
iPad continues to have a significant impact on business with virtually all of the Fortune 500 and over 85 percent of the Global 500 currently deploying or testing iPad. Companies regularly utilizing large amounts of data such as 3D CAD files, X-rays, film edits, music tracks, project blueprints, training videos and service manuals all benefit from having a greater choice of storage options for iPad. The over 10 million iWork® users, and customers who rely on other incredible apps like Global Apptitude for analyzing team film and creating digital playbooks, Auria for an incredible 48 track recording system, or AutoCAD for drafting architectural and engineering drawings, also benefit greatly from having the choice of an iPad with more storage capacity.
It’s right there in front of our eyes.
It’s easy to dismiss a tablet as the device you use for media consumption when it has 16 or 32 GB. That’s because that level of storage doesn’t really seem like something serious or threatening.
16GB or 32GB is the storage size of a “secondary” device.
Now if you could get the convenience of a slim tablet combined with the storage space of your primary device – why do you need 2 devices? At that point, all you need is a monitor, keyboard and docking station.
It also points to the coming unification of Apple’s Operating Systems because iOS works really well for tablets but will need some tweaking to be a true hybrid OS.
Look for Apple to start hinting at a 256GB version of the iPad soon. It only makes sense.
The race is now on for Microsoft to beat Apple to this version of the future. Both companies now have to build tablets that can replace the traditional PC, be fast, powerful and light enough and finally, be affordable.
My prediction is that whoever can reach the sweet spot first will win.
If the ASUS ViviTab or Microsoft Surface was slim, had 500GB of Storage, ran Windows 8 and cost $699, the game would be over.
The problem is that for now, those numbers are pretty impossible – they just don’t make sense to make a profit.
A year from now, that will probably be the standard.
This is going to be a brutal battle and the collateral damage will be the OEM’s who aren’t building these types of tablets.
Oh and by the way, Chrome OS is going nowhere – feel free to quote me on that. The UI is still too rudimentary.
This is between Apple and Microsoft. May the best company win.
What do you think?