My iPad 3 Event Predictions

Last night sucked.

But, the good news is that Wednesday brings a new day and, perhaps more importantly, a new iPad for the whole world to see and bask in the glory of.

It seems a popular pastime to read rumor blogs and sites on days leading up to the big Apple announcements. I do quite a bit, and I suspect that even Joe I-know-nothing Schmo is even remotely aware of some of the features of the new iPad.

My intention is not to guess feature-by-feature, though I will. To me, the new features seem fairly obvious. While Apple has a history and passion for surprising the tech industry with new innovations (who saw the Smart Cover coming?), I suspect that most of what we will see on Wednesday will not be as shocking as other Apple events. I'd like to take some guesses at how the event will roll out. Then, maybe I'll come back here and judge how I did.

  1. The stage is sure to be set with a giant Apple logo on the screen, as it always has been. They'll be playing a mix of Adele and perhaps some other new, hipster artist over the PA. The room will be dark and there'll be some chairs, just as Steve sat in for the original iPad introduction. There'll be some iPad 3s (or whatever they're going to call them) on a table near the side of the stage for demo purposes. They'll, of course, be covered in black sheets.
  2. The lights will dim and Tim Cook, the new CEO, will come out and greet the crowd. Apple typically begins with news about the company and it has been far enough from their quarterly earnings report that they'll have some updated numbers about the business. Tim will run over how well the iPhone and iPad are doing, emphasizing the recently passed 25 billion app downloads. Apple has sold over 50 million iPads, and I suspect that that'll be a large part of the numbers presentation.
  3. Tim will even speak to how well the Apple TV is doing. I should make this clear, I doubt that we will see an actual Apple television set at this keynote. If there is an update to the product line at all, it will likely be an A5 chips that powers it, 1080p output, and perhaps a few more services integrated in. I suspect that they'll announce a new model Apple TV box (one that connects to your TV via HDMI) but it will be a minimal upgrade. This event is about the iPad, not the Apple TV.
  4. Tim will introduce Phil Schiller, Senior Vice President of Worldwise Marketing. Tim Cook is a nice guy and definitely a wiz at organizing a company, but Phil is the presenter. Phil is, in my opinion, the only executive that can hold a candle ate Steve's presentation style. Phil will be the one to introduce the new iPad.
  5. Phil will talk a bit about the success of the iPad and present some very high sales numbers that perhaps Tim had eluded to earlier. Don't bet against them talking about how the tablet competition can't keep up. He will absolutely also talk about the popularity of the new iPad Textbooks and present some spun numbers that will actually be very low but will seem high. Phil can spin numbers like few others.
  6. Then, he will begin to talk about the new iPad. He will talk about how great a product the iPad is and how it is changing the way that people interact with content. He will likely show a video about how the iPad is changing lives. Expect the video to be touching to your senses.
  7. "Then, we thought to ourselves, how can we make this magical device even better? We have come up with a ton of new ways, and we will focus on many of them this morning," he might say. What will it be called? My guess is either the iPad 3 or, more likely, the iPad 2S. He will show it and it will look a whole lot like and iPad 2.
  8. "The first revolutionary change...our unbelievable Retina Display. The Retina Display on the iPhone 4, 4S, and iPod touch is just gorgeous. It's something you have to see to really believe. It's the only display that truly lets you read from your phone as if you were reading from a printed page. It is phenomenal. Now, we are bringing that display to the iPad. It doubles every pixel to present things you might never have imagined. It make reading on the iPad the most enjoyable reading experience you've ever had." Apple keynotes are known for their superb use of hyperbole.
  9. Demo of the Retina display a la the iPhone 4 announcement. Hopefully without the "Turn off your wifi" moment.
  10. Next, the dual-core A5X processor. Phil will talk about how fast it is, dual core, with updated graphics. I'd imagine the new graphics will be about 7-9x the graphics performance of the iPad 2. "This thing just screams. And, mixing this with the retina display creates an amazing gaming experience." Also, I expect an update to the iMovie for iPad software.
  11. Demo of the A5X processor, done by game makers like the makers of infinity blade or Electonic Arts. If new iMovie software, a demo would go here as well.
  12. Next, Cameras. The iPad 2 cameras are horrible for everything but FaceTime, so a camera update is entirely needed. I'd expect a camera upgrade to the level of the iPhone 4, but not the 4S. They'll show some gorgeous pictures of what can be done with the iPad cameras.
  13. Along with that, a new app. iPhoto. Scott Forstall will likey come out for this. The photos app for iPad is simply unable to do anything like iPhoto for the Mac can do. Because Apple insists on photos being tied down to apps, the third-party offerings are insufficient. I don't expect this to be a separate purchasable app, this will be an updated version of the 'Photos' app that already resides on your iPad.
  14. Next, Siri. Siri, at least for dictation, makes too much sense to leave it out. Scott will either stay out or Phil will welcome him back out to talk about how much better Siri has gotten and how pleased customers are with it. They'll do a thorough demo of Siri and if I were you, I'd expect several new functions for Siri that will ship on the iPad 2S. Perhaps coming later via a software update to iPhone 4Ss. Sorry iPhone 4 users, I doubt Siri is ever coming to your phone. iPads are used differently that iPhones so this will be an interesting place for innovation on Apple's part.
  15. Next, LTE. Phil will be back. He will talk about the popularity of the 3G iPads and how quickly companies like Verizon are building out their LTE networks. I suspect that the 3G in these models will be like the iPhone 4S and be compatible with both GSM and CDMA. Not sure what to guess about whether or not you will still have to choose Verizon, AT&T or Sprint, like you do on the phone. No contracts though, that's for sure.
  16. Battery life. The iPad 2S will have the same 10 hour battery life. Which, if you think about it, is quite a feat.
  17. Then Phil will talk about price. Price is easy. $499 16GB. $599 32GB. $699 64 GB. Add $129 to each to get the Wifi+3G+LTE versions. Same pricing as before. The iPad 2 will continue to remain available for $399 at 16GB only.
  18. And that'll be it. There could be some sort of surprise attachment or accessory, but for the most part, the event will be pretty standard. Phil will invite everyone to the hands on demo center and a few lucky journalists will go home with loaner models with which to reveal.
  19. Release date? I'm guessing March 16th. If they do a pre-order (unlikely), it will start on the 9th.

I think people are going to feel Steve's absence. The last product announcement was a day before Steve's death and I just suspect that it'll be felt worse here than before.

I think some will come away feeling disappointed with the event, because it won't be as flashy as we expect. The Retina Display is going to be amazing and the device is going to truly scream. The graphics will be astounding and there's surely some exciting new software possibilites coming. All in all though, I wouldn't expect to be blown out of the water.

If all this comes true, would this be a device worth getting? Definitely. Worth updating form our iPad 2? Maybe. One thing is for sure, they're going to sell a lot of them. Millions. And they'll sell them fast.

Would you get one of these iPads?

 

-B

 

The iPad, errrr, "Tablet" Market

You may have heard. HP, the company who likely made many of the laptops you see in day to day ongoings, announced yesterday that they are completely going out of the consumer product business.

The Wall Street Journal writes this of the conference call:

“The tablet effect is real, and sales of the TouchPad are not meeting our expectations,” Apotheker says, explaining the movement of consumers from PCs to tablets as one of the problems with the PC division. So H-P is exploring options for its unit that “may include separation through spinoff or other transactions.”

The iPad is killing computer sales. HP thought they could be a part of this paradigm shift, but they've proven that they can't.

Only problem: HP spent a significant amount of money on producing their tablet, the HP TouchPad, which was reported as having abysmal sales since its introduction 49 days before its demise.

Literally, this thing was on the market for 49 days before HP threw in the towel. 49 days. They dropped the price by $100. They promoted the heck out of it. 49 days.

Absolute failure.

And it's really a shame. the TouchPad was easily (in my opinion) the best iPad competitor. It was behind in speed, app market, thickness, OS robustness, and physical locations to buy it, but it was easily better than anything else on the market. Besides the iPad.

And when someone goes to buy a tablet with $500 in hand, they're going to choose the iPad over the TouchPad. This is reality.

Today, HP dropped the price to $99. $99! It made even me think about buying one. Because a full tablet (no matter whether it is dead end or not) for $99 is a clear steal.

Problem? You can't find them. All the retail chains are reporting to be out of them, and the geeks are going crazy buying them up. Because for $99, why not?

Then I see this nonsense on Facebook:

Well HP has proven one thing: There's a LOT of interest in tablets, just not at $500. Which is...exactly what a lot of us have been saying all along: Apple fanboys would buy the iPad at $20,000; the rest of us would only buy it at $200 or less.

Wrong.

Apple announced several months ago that they'd sold 25 million iPads. Some at $499. Some at $829. That's more than fanboys. That's more than Apple elite. It's because Apple came into a brand new market with a price that competed SIGNIFICANTLY with anything ANYONE ELSE would be able to create. Why? Because Apple bought a huge supply of flash memory in bulk, lowering their cost. Why? Because they integrate the hardware and software better than anyone else.

Apple created a market, an interest, and a device that completely changed who Apple is and the future the tech industry is taking. They did it at a competitive price (one others couldn't match) and sold the heck out of it.

HP isn't proving that there is an interest in tablets. HP is proving that if you create a product that is worse than a competitor's and sell it at the same price, people won't buy it; then if you lower the price by $400 and sell it significantly under your own cost, then you might be able to sell the remaining tiny stock you have already produced, at what could eventually be a several million dollar (perhaps billion dollar) company loss. Cool work, HP.

There is a tablet market, but HP didn't prove anything. Apple did, and they did it in the way that counts...profit.

25 million. And that's before my dad bought one.

-B

Why I Like Apple

A lot of people ask me why I like Apple so much. They ask constantly. I often have trouble thinking of everything.

I like their commitment to product excellency. I like their commitment to product simplicity. I like the fact that they focus on different things than other tech companies. I like their story. I like their unique and innovative approach. I like their leadership, especially Steve Jobs. I like their understanding for people, in real situations and places. I like their commitment to the environment. I like their simplicity in general. I like their products. I like them.

This new ad for the iPad 2, titled "We Believe," kind of sums all of this up, I think.

[youtube=http://www.youtube.com/watch?v=tyEpaPEbjzI&]

-B

iPad 2 - The Thoughts

So, it's about time I get around to this. I've held off in posting this as I got mine on launch day and my parents have spent the last week waiting in long lines, just to be let down. Until today...when they had the luck of the Irish. So, how is the iPad 2?

I think I can break it down into a few different categories: Speed, Cameras, Software, and Thinness. And then...there's demand.

Speed. Is the iPad 2 really faster? The iPad 2 is faster than the original iPad. Apple claims it is about twice as fast, with 9x faster graphics. I'm not sure about the graphics, but they do seem to be faster. I imagine as apps continue coming out the graphics will really start to shine. When they take advantage of it, it'll be great. As far as the CPU speed...yes, yes, yes. Everything is faster on the iPad 2. Apps open and load faster, Safari is faster (thanks to iOS 4.3), and things don't hang like they used to. The original iPad is not slow, by any means, but there is a noticeable difference between it and the iPad 2.

Cameras. How are the cameras? Well, the iPad 2 has cameras. When Steve introduced it, he announced them as "video cameras" and didn't say anything else about them. When the iPhone 4 was announced, he made a huge deal about the quality of the camera. Take a hint from those facts, the cameras on the iPad are not quality. That's why he didn't talk much about them, that why he didn't display photos that had actually been taken on the device. The cameras are about the same as you seen on the current iPod Touch. Which means the rear camera is a little less than a megapixel. People will not be using it to take photos. Unless they are in a jam. I, unsurprisingly, don't think this is a negative aspect. Taking pictures with the iPad is a bit awkward. If you mix this fact with the idea that they need to keep costs down, this move makes total sense. If you want to use it for images, Apple sells a camera connection kit where you can plug in your camera and use the iPad to share the images.

Software How is iOS 4.3 and apps? iOS 4.3 is not too different from the 4.2.1 running on current original iPads. It has some nice updates to AirPlay and the good news is that if you have an original iPad, you get iOS 4.3 too. So what are you waiting for? Plug it in and update it! But...the apps...are unreal. Specifically GarageBand and iMovie. iMovie will only run on the new iPad and GarageBand will run on both, although much better on iPad 2. I own a lot of music apps for the iPad. A lot of them. GarageBand easily blows them all out of the water. It is diverse, it is well designed, and it is fast. You can record up to 8 tracks, whether midi or audio, and control and edit them with swipes of the finger. This is easily one of the best things Apple has done in awhile. iMovie is great too. It is not quite as powerful as the desktop version and doesn't hold a candle to FinalCut Pro, but for editing together vacation clips on the go, it works pretty well. It is not very customizable but works flawlessly. You can publish to all kinds of things right from the app as well. Here is an example of something I made of launch day: [youtube=http://www.youtube.com/watch?v=5Ooud8Ppxto&] Anyone can edit movies now. That fact alone is VERY cool.

Thinness Does it really matter? The quick answer is no. The original iPad is pretty thin already, and still thinner than all the competition out there. But the iPad 2 is still thinner...with the same battery life. The iPad 2 is thinner than my iPhone 4. And, honestly, I don't see how it could get any thinner. It feels better in the hand than the original iPad, especially if you have a case on your original. The iPad is not really any lighter (although it is a little bit) but it feels lighter because of the thinness. It is a significant difference (although it wouldn't require someone upgrading their old iPad). I didn't consider how much this matters, but it does. On my music stand at church, this takes up a lot less room.

Demand. Do people want these? YES. I arrived to the Apple store for iPad 2 on launch day at 2pm. I knew they would start selling them at 5pm. I was a bit confused about how long the line was at first, but I was probably about 95 people back in line. I was worried if they would have enough. My parents went back to the mall in Florida every day since then. Today, they got one, or two. Apple really has 18 different versions of the iPad 2, and because of that, supply was low...especially if you were looking for a certain version. The sold 10 million original iPads last year. I suspect they sold at least 2 million iPads, maybe more in the last week. Every Apple store is out country wide and the online store now says you'll have to wait more than a month for delivery. More than a month.

It's a great device. If you're new to iPad, it is worth buying if you don't mind the short live $100 premium over last year's model. (If you want last year's model, look fast when they're gone, they're gone.)

I suspect that Apple might be ready for you to buy too.

With the exception of RIM's playbook, I don't see any competition for it anytime soon. Seriously. They are way ahead.

Do you have one? Do you want one? Please share!

-B

iPad 2

The iPad 2 is releasing today in stores. I'm going early to wait in line in Raleigh. I'm planning on buying the 32GB black Wifi-only version. Lots of reviews have been favorable of it. Even Walt of the Wall Street Journal tried to find stuff wrong with it in order to play down the hype...but he was unsuccessful.

After we got back to Raleigh last night, I played with GarageBand for a little bit. I own a lot of music apps for the iPad but this was definitely the most responsive app I've ever used. And the design of it was just brilliant.

Maybe I'll make a little video on iMovie and share.

I can't wait.

-B