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

Apple Logo Black

Apple Just Made Its Second-Biggest Acquisition Ever After Beats

Thursday January 29, 2026 10:07 am PST by
Apple today confirmed to Reuters that it has acquired Q.ai, an Israeli startup that is working on artificial intelligence technology for audio. Apple paid close to $2 billion for Q.ai, according to sources cited by the Financial Times. That would make this Apple's second-biggest acquisition ever, after it paid $3 billion for the popular headphone and audio brand Beats in 2014. Q.ai has...
Aston Martin CarPlay Ultra Screen

Apple's CarPlay Ultra to Expand to These Vehicle Brands Later This Year

Sunday February 1, 2026 10:08 am PST by
Last year, Apple launched CarPlay Ultra, the long-awaited next-generation version of its CarPlay software system for vehicles. Nearly nine months later, CarPlay Ultra is still limited to Aston Martin's latest luxury vehicles, but that should change fairly soon. In May 2025, Apple said many other vehicle brands planned to offer CarPlay Ultra, including Hyundai, Kia, and Genesis. In his Powe...
14 inch MacBook Pro Keyboard

Apple Changes How You Order a Mac

Saturday January 31, 2026 10:51 am PST by
Apple recently updated its online store with a new ordering process for Macs, including the MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, and Mac Pro. There used to be a handful of standard configurations available for each Mac, but now you must configure a Mac entirely from scratch on a feature-by-feature basis. In other words, ordering a new Mac now works much like ordering an...
Apple Logo Black

Apple's Next Launch is 'Imminent'

Sunday February 1, 2026 12:31 pm PST by
The calendar has turned to February, and a new report indicates that Apple's next product launch is "imminent," in the form of new MacBook Pro models. "All signs point to an imminent launch of next-generation MacBook Pros that retain the current form factor but deliver faster chips," Bloomberg's Mark Gurman said on Sunday. "I'm told the new models — code-named J714 and J716 — are slated...
Apple MacBook Pro M4 hero

New MacBook Pros Reportedly Launching Alongside macOS 26.3

Sunday February 1, 2026 5:42 am PST by
Apple is planning to launch new MacBook Pro models with M5 Pro and M5 Max chips alongside macOS 26.3, according to Bloomberg's Mark Gurman. "Apple's faster MacBook Pros are planned for the macOS 26.3 release cycle," wrote Gurman, in his Power On newsletter today. "I'm told the new models — code-named J714 and J716 — are slated for the macOS 26.3 software cycle, which runs from...

Top Rated Comments

RawBert Avatar
200 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)