Deliver the web - win the market
Very nice graph on PC-sales, pre- and post the iPad introduction by Sebastian Peitsch at Appleoutsider.de. He did the numbers after thinking a graph from Deutche Bank looked somewhat odd.
This is not a matter of the tablet as a form factor per-see. It’s actually a matter of the iPad as a product, its timing and its ability to deliver content and the web in a fast, enjoyable and affordable manner. When introduced, the iPad was a low-end device and a premium product at the same time. Netbooks, which eventually became quite popular had the same target. However, they started out at as pretty awful products. The Linux versions were too complicated for most people, too underpowered for running windows and equipped with too small, low resolution screens for making web browsing enjoyable.
Without thinking much about the transition, regular folks are today relying heavily on web/cloud services for almost everything they do with computers in their spare time. Mail, Web-browsing, streaming media, using skype, Facebook, on-line banking etc. This transision started to get heavy traction almost contemporaneous as the iPad was introduced. The Apple tablet outclasses the low-end notebook segment in most of these areas while costing the same or less. And at the same time the iPad is a very premium feeling product. Both in materials, build quality and in use. PC notebooks in the same price class as the iPad is often very bulky with cheap plastics and with lousy battery-life. Or small and underpowered netbooks. Even though these has become much better in the past two years. But a premium feeling netbook with above average performance is often more expensive than an iPad.
Other tablet vendors will also sell a lot of devices. But they need to hit their own price/performance sweet spot which I believe they will start doing in 2012.
Source: Appleoutsider via Daring Fireball