In research note released this morning, RBC Capital Markets analyst Mike Abramsky shares the results of a ChangeWave survey of over 3,200 respondents earlier this month revealing pent-up demand for Apple's forthcoming iPad, with demand even exceeding that for the original iPhone in 2007. According to the survey, 13% of respondents are either somewhat or very likely to purchase an iPad, compared to only 9% in a similar survey conducted prior to the launch of the original iPhone.
Percentage of respondents likely to buy iPad (Feb 2010) and iPhone (Apr 2007)
The survey also provides an interesting glimpse at model preferences for potential iPad buyers, with the highest percentages of buyers planning to purchase the low-end 16 GB Wi-Fi-only model at $499 and the high-end 64 GB Wi-Fi + 3G model at $829. Demand for the various capacities among the two iPad lines clearly shows opposing relationships, with budget-conscious customers focused on the Wi-Fi-only model opting for only 16 GB of storage while those springing for the added 3G connectivity are also preferring to max out on storage at 64 GB.
Model preferences for potential iPad buyers
The report also notes that only 8% of customers have balked at iPad pricing, significantly lower than the 28% who were unwilling to pay Apple's prices for the original iPhone prior to its launch.
In examining probable cannibalization of existing Apple products, the RBC/ChangeWave survey found 25% of respondents planning to delay purchasing one or more other Apple products in favor of obtaining an iPad, with the iPhone, iPod, and Mac notebooks all seeing potential hits in the 9-10% range. Cannibalization appears significantly lower for Mac desktop machines and the Apple TV.
Percentages of planned iPad buyers delaying purchases of other Apple products (Sums to 33% due to some respondents delaying purchase of more than one product)
While the survey results suggest possible strong early adoption of the iPad and upside compared to previously-estimated customer purchasing plans, RBC continues to predict a base case of five million iPads sold for calendar year 2010, adding $2.4 billion in revenue and an additional $0.33 per share of earnings to Apple's bottom line.
Friday December 5, 2025 9:40 am PST by Tim Hardwick
Apple is about to release iOS 26.2, the second major point update for iPhones since iOS 26 was rolled out in September, and there are at least 15 notable changes and improvements worth checking out. We've rounded them up below.
Apple is expected to roll out iOS 26.2 to compatible devices sometime between December 8 and December 16. When the update drops, you can check Apple's servers for the ...
Friday December 5, 2025 10:08 am PST by Joe Rossignol
Intel is expected to begin supplying some Mac and iPad chips in a few years, and the latest rumor claims the partnership might extend to the iPhone.
In a research note with investment firm GF Securities this week, obtained by MacRumors, analyst Jeff Pu said he and his colleagues "now expect" Intel to reach a supply deal with Apple for at least some non-pro iPhone chips starting in 2028....
Thursday December 4, 2025 9:30 am PST by Joe Rossignol
In a statement shared with Bloomberg on Wednesday, Apple confirmed that its software design chief Alan Dye will be leaving. Apple said Dye will be succeeded by Stephen Lemay, who has been a software designer at the company since 1999.
Meta CEO Mark Zuckerberg announced that Dye will lead a new creative studio within the company's AR/VR division Reality Labs.
On his blog Daring Fireball,...
A U.S. appeals court has upheld a temporary restraining order that prevents OpenAI and Jony Ive's new hardware venture from using the name "io" for products similar to those planned by AI audio startup iyO, Bloomberg Law reports.
iyO sued OpenAI earlier this year after the latter announced its partnership with Ive's new firm, arguing that OpenAI's planned "io" branding was too close to its...
Wednesday December 3, 2025 10:33 am PST by Juli Clover
Apple today seeded the release candidate versions of upcoming iOS 26.2 and iPadOS 26.2 updates to developers and public beta testers, with the software coming two weeks after Apple seeded the third betas. The release candidates represent the final versions of iOS 26.2 and iPadOS 26.2 that will be provided to the public if no further bugs are found during this final week of testing....
The iPhone Air has recorded the steepest early resale value drop of any iPhone model in years, with new data showing that several configurations have lost almost 50% of their value within ten weeks of launch.
According to a ten-week analysis published by SellCell, Apple's latest lineup is showing a pronounced split in resale performance between the iPhone 17 models and the iPhone Air....
Thursday December 4, 2025 5:18 am PST by Tim Hardwick
iPhone 17 Pro models, it turns out, can't take photos in Night mode when Portrait mode is selected in the Camera app – a capability that's been available on Apple's Pro devices since the iPhone 12 Pro in 2020.
If you're an iPhone 17 Pro or iPhone 17 Pro Max owner, try it for yourself: Open the Camera app with Photo selected in the carousel, then cover the rear lenses with your hand to...
Tuesday December 2, 2025 11:09 am PST by Juli Clover
Apple is encouraging iPhone users who are still running iOS 18 to upgrade to iOS 26 by making the iOS 26 software upgrade option more prominent.
Since iOS 26 launched in September, it has been displayed as an optional upgrade at the bottom of the Software Update interface in the Settings app. iOS 18 has been the default operating system option, and users running iOS 18 have seen iOS 18...
Monday December 1, 2025 3:00 am PST by Tim Hardwick
Apple is expected to launch a new foldable iPhone next year, based on multiple rumors and credible sources. The long-awaited device has been rumored for years now, but signs increasingly suggest that 2026 could indeed be the year that Apple releases its first foldable device.
Subscribe to the MacRumors YouTube channel for more videos.
Below, we've collated an updated set of key details that ...
Monday December 1, 2025 2:40 am PST by Tim Hardwick
Apple's iPhone development roadmap runs several years into the future and the company is continually working with suppliers on several successive iPhone models at the same time, which is why we often get rumored features months ahead of launch. The iPhone 18 series is no different, and we already have a good idea of what to expect for the iPhone 18 Pro and iPhone 18 Pro Max.
One thing worth...
