Friday, March 9, 2012

It's Not Just About the new iPad: 315 Million Devices Can't be Wrong

There's a lot of excitement surrounding Apple's iPad3: the new display, connection to faster cellular networks, and quad-core chip make it a very compelling device.  Undoubtedly, the device will sell well and should continue to dominate the tablet market for some time.  But something more profound (though admittedly less sexy) emerged from Apple CEO Tim Cook's keynote announcement this week.  Cook noted that Apple has sold 315 million iOS devices (iPad, iPhone, iPod) to date, including 62 million units in Q4 of 2011 alone. This underscores a trend, dubbed "The Post-PC Revolution," that analysts have been tracking for awhile - the cannibalizing of the PC market by smartphones and tablet devices.  Apple's numbers testify to the fact that while PCs are not going away, they certainly are losing their dominance, market share, and to some degree, innovative development. This paradigm shift will have profound implications for longer-term IT strategies and will affect everything from security to procurement.

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