Future PCs threat to Apple? Yes, says Citibank analyst

Like Microsoft's Surface Pro, the Samsung ATIV Smart PC Pro 700T combines mainstream laptop performance with a tablet design that works with a keyboard.

“Innovation Limited” Apple in tablets this year will be more vulnerable to novel equipment – so says an analyst at Citibank.

Yes, you heard that right PCs,. While financial analysts write a lot of research notes on Apple every week, this analyst Glen Yeung Citibank – sent earlier in the week – caught my attention.

We believe that Apple will release an iPad Mini iPad5 Retina and thinner / lighter (probably both sporting new processors) on 3q13 … iPad innovation of this nature is not enough to reverse the loss of market share.

While we see limited innovation in tablets in 2H13, we see more and more innovation in the PC. The increasing presence of touch-based ultrathin, all day laptops in improving price points (for example, requires that all Intel Haswell based Ultrabooks and expected to have contact points as low as $ 599) could create competition for tablets of 10 “not fully anticipated by the market.

So, after getting their keisters kicked by the iPad during the last three years, PC makers can finally get some revenge.

Citibank, like other groups of analysts, this is taking a lot of PC predicted success in new designs based on the upcoming Intel Intel Haswell and Haswell stipulation that ultrabooks based must have touchscreens.

In other words, expect more designs like Pro Ativ Microsoft Surface and Samsung Smart PC Pro, but thinner and lighter with better battery life (although I suspect that the battery will not approach that of the iPad).

And, lest we forget, Apple does not put touchscreens in their MacBooks. That, of course, is reserved for iOS devices, which have limited use as full-productivity devices (ie, I’m writing this on my laptop, not my iPad).

So PC makers to be more successful in the combination of a laptop with a tablet, obviating the need for two devices? Yes, but if this happens in the numbers needed to represent a real threat to Apple remains to be seen.


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