iPad's 'Cannibalization' of Notebook Computers Disputed

121107 ipad side view

Market research firm NPD has released the results of a new survey disputing the common assertion that Apple's iPad is 'cannibalizing' the PC notebook industry. According to the survey, only 13% of iPad customers made their purchase instead of buying a PC. A larger target for the iPad has been e-readers, with 24% of iPad purchasers reporting that they replaced a planned e-reader purchase with the iPad.

The survey also unsurprisingly revealed that iPad purchasers are more likely than the general population to own other Apple products, with 38% of iPad purchasers also owning an iPhone and 48% owning a Mac. The survey has, however, seen a slight dip in Mac ownership from the initial wave, moving from 50% in the first two months of availability to 45% in more recent months, indicating that the iPad's appeal seems to be broadening beyond the core base of Apple fans.

"Early adopters, like iPad owners, follow a traditional pattern of consumer behavior; they purchase products because they want them, not because they need them," said Stephen Baker, vice president of industry analysis at NPD. "However, as Apple increases iPad distribution and consumer interest peaks, the profile of an iPad owner is much more likely to mirror the overall tech population. When that does happen other tech products with similar usage profiles as the iPad, such as notebooks, netbooks, and e-readers will come under increased pressure from the iPad. Until then, however, most iPad sales are likely to be incremental additional technology devices in the home, rather than a one-for-one replacement of a planned purchase."

Best Buy CEO Brian Dunn made headlines earlier this month with his ambiguous claims that the iPad was cannibalizing sales of notebook PCs by "as much as 50%". Dunn and Best Buy quickly back-pedaled, although he and Best Buy president Mike Vitelli have continued to confuse things with their follow-up comments.

NPD's Stephen Baker has also written a blog post highlighting some results from the iPad owner survey such as what users are doing with the iPad (Internet browsing, email, and games), their likes (portability, easy Wi-Fi connections, e-reading, and apps), and their dislikes (lack of USB ports, printing, and multi-tasking).

Popular Stories

iPhone Top Left Hole Punch Face ID Feature Purple

iPhone 18 Pro Features Leaked in New Report, Including Under-Screen Face ID

Tuesday December 16, 2025 8:44 am PST by
Next year's iPhone 18 Pro and iPhone 18 Pro Max will be equipped with under-screen Face ID, and the front camera will be moved to the top-left corner of the screen, according to a new report from The Information's Wayne Ma and Qianer Liu. As a result of these changes, the report said the iPhone 18 Pro models will not have a pill-shaped Dynamic Island cutout at the top of the screen....
Apple Logo Top Half

Early iOS 26 Software Leak Uncovers Dozens of Upcoming Apple Features

Monday December 15, 2025 3:05 pm PST by
Software from an iPhone prototype running an early build of iOS 26 leaked last week, giving us a glimpse at future Apple devices and iOS features. We recapped device codenames in our prior article, and now we have a list of some of the most notable feature flags that were found in the software code. In some cases, it's obvious what the feature flags are referring to, while some are more...
iOS 26

iOS 26.3 Beta 1 Features: What's New So Far

Monday December 15, 2025 4:23 pm PST by
Apple is testing iOS 26.3, the next version of iOS 26 that will launch around January. Since iOS 26.3's testing is happening over the holidays, it is a smaller update with fewer features than we've seen in prior betas. We've rounded up what's new so far, and we'll add to our list with subsequent betas if we come across any other features. Transfer to Android Apple is making it simpler...
apple beta 26 lineup

Apple Leak Confirms Work on Foldable iPhone, AirTag 2, and Dozens More Devices

Monday December 15, 2025 2:05 pm PST by
Last week, details about unreleased Apple devices and future iOS features were shared by Macworld. This week, we learned where the information came from, plus we have more findings from the leak. As it turns out, an Apple prototype device running an early build of iOS 26 was sold, and the person who bought it shared the software. The OS has a version number of 23A5234w, and the first...
apple music chatgpt

ChatGPT's Apple Music Integration Is Now Live

Wednesday December 17, 2025 3:50 pm PST by
There's now a dedicated Apple Music app for ChatGPT, which allows ChatGPT to make music recommendations and build playlists. Apple Music can be added to ChatGPT through the Settings section in the Mac app, website, or iOS app. Apple Music is listed under the apps option, and connecting to it requires signing in with your Apple Account for authorization purposes. ChatGPT can be used to...
apple iphone air battery pack

Apple Aims to Boost Popularity of iPhone Air 2 in Two Ways

Tuesday December 16, 2025 11:06 am PST by
We have been covering iPhone 18 Pro, iPhone 17e, and iPhone Fold details from The Information's report about future iPhone models, and next up is the iPhone Air 2. The report says that Apple aims to make the iPhone Air 2 more attractive in two ways. First, Apple is apparently considering adding a second rear camera to the device, which would resolve a key limitation. The current iPhone...
maxresdefault

Apple Developing iMac Pro With M5 Max Chip

Tuesday December 16, 2025 7:30 am PST by
Apple is developing a high-end iMac featuring the M5 Max chip, according to information from leaked internal software. Subscribe to the MacRumors YouTube channel for more videos. The finding comes from leaked kernel debug kit files used by Apple engineers. These kernel debug kit files enumerate unreleased Apple hardware by internal identifiers, such as codenames and platform names, and they...
Apple Foldable Thumb

Leak Reveals Foldable iPhone Details

Monday December 15, 2025 9:09 am PST by
The first foldable iPhone will feature a series of design and hardware firsts for Apple, according to details shared by the Weibo leaker known as Digital Chat Station. According to a new post, via machine translation, Apple is developing what the leaker describes as a "wide foldable" device, a term used to refer to a horizontally oriented, book-style foldable with a large internal display....
apple beta 26 lineup

Apple's 2026 and 2027 Product Roadmap: Foldable iPhone, iPhone 18 Pro, M5 Macs, and More

Tuesday December 16, 2025 4:42 pm PST by
There has been a whirlwind of rumors over the last few days, sourced from leaked internal software designed for the iPhone and the Mac, and news sites like The Information. Below, we have a quick recap of everything we've heard this week, which serves as a guide to Apple's product plans in 2026 and beyond. We've organized the info by likely release date, though there are some products that...

Top Rated Comments

RawBert Avatar
199 months ago
Because people like to say "cannibalization."
"Excuse me, do you have cannibalization?" "We need more cannibalization." "Where is the cannibalization? No cannibalization?"
Score: 1 Votes (Like | Disagree)