Analyst: Apple’s forthcoming 64-bit iPad 5 to hit Windows PCs where it hurts most, in the enterprise

“Deutsche Bank is cutting its estimates for PC growth, attributing part of the pessimism to the upcoming 64-bit iPad’s penetration of the coveted corporate market in the coming years,” Brooke Crothers reports for CNET.

“Estimates for 2013 and 2014 PC shipments have been cut to negative 10 percent and negative 8 percent year-to-year, respectively, from previous estimates of negative 8 percent and negative 6 percent, wrote Chris Whitmore of Deutsche Bank Equity Research in a note to investors on Monday,” Crothers reports. “Here’s an excerpt from the note. ‘We… expect growing [desktop] virtualization and iPad deployments in the enterprise to pressure corporate PC sales through 2014-15…We expect AAPL’s [Apple’s] iPad refresh to include 64 bit architecture, which should enable a greater array of enterprise App development and facilitate greater enterprise penetration over time.'”

Crothers reports, “Whitmore is referring to the expectation that the upcoming iPad 5 and future versions of the iPad Mini will get Apple’s 64-bit A7 processor. And tablets overall will continue to erode PC market share, Whitmore said, adding that demand for Windows 8 back-to-school PCs ‘appears tepid, at best.'”

Read more in the full article here.

MacDailyNews Take: A7X.


    1. Yes they get lots from Xbox. The division started being profitable years ago despite the hardware fiasco at the beginning. They rake in royalties on all the huge selling 3rd party titles, the very successful Live service and alot of top selling titles they publish (Halo etc.)

  1. Well, I guess with the size of the national debt (USA) being what it is 64-bit numbers would be an advantage “which should enable a greater array of enterprise App development”, otherwise I’m not sure what you can’t do in business with 32-bits. (Or 640K of RAM for that matter :))

      1. … @Bob was being somewhat “humorous” with that posting. Or maybe not.
        Thing is, a “Real Computer” used for Enterprise level business may well need 64 bits. Even in that Enterprise, though, most of the computers are not doing that level of business and can get by with 32-bit, or even 16-bit, power. Before you spout off, how many secretaries actually NEED more than a 16-bit computer? Give them 32-bits because it’s no more expensive and they just might need it while surfing.
        The big files are stored on servers. The big files are processed on servers. The SERVERS need to be 64-bit machines. (and, like Macs, likely run *nix). Sure, the 64-bit Tablets may, sometimes, be faster than their lesser cousins. And they won’t have that artificial limit holding them back. But stop with the floppy (or Zip) drive stupidity. Or go join the MSFT army.

  2. I can imagine a world in which Microsoft just copies iPad down to its seams. They have no shame and will introduce an XBox that looks exactly like an iPad.

    The XTab will include HDMI and Parallel ports and Enterprise will love ’em for it, because they can all breath a sigh of relief; they won’t have to kiss Apple’s ass after all.

  3. The Surface Pro 2, which is the ONLY MS tablet really worth getting because it actually has an ecosystem costs $999. The iPad 4 starts at $500.
    I’d like to see Microsoft make a funny commercial comparing their only viable tablet to the iPad

    1. If Apple were to build an iPad running OSX on ARM using an A7/A8 equivalent processor, it could really crush the hell out of the Surface Pro and mostly any other Windows tablet in cost. And if an iPad can run OSX then it would also be able to run a virtual version of Windows using Parallels Desktop or VMWare Fusion. Apple would only have to design a capable processor and they’ve already got everything else in place. Apple could really be heading in that direction since they’re talking about some larger iPad in the works. If the enterprise goes for it, then Apple is in business to make huge strides in iPad sales.

      1. Parallels and VMWare only work as good as they do because Macs have the same Intel CPU a Windows box has…they don’t need to emulate the processor instructions. That, and the same CPUs have support for virtualization. Take that all away and the VM experience won’t be nearly as nice—it’ll be like the old days of emulating x86 on a PowerPC.

    2. And you won’t find MS comparing a Surface Pro to an iPad as you would pretty stupid to di that. Do your research and i think you will find a Surface Pro / Pro 2 are far better and safer choice for enterprise.

  4. The Apple presenters were recently hitting the words “desktop class” pretty hard. They don’t do such things for no reason. If ‘A7X’ is a more muscular version of the A7 it will easily be able to handle the most complex and demanding tasks normally reserved for Intel Macs or PCs. I’m wondering about major software enhancements or complete rejiggings for the new iPads: Aperture, Logic, Final Cut, iMovie, gaming, iWork (with drawing, painting and database a la Appleworks for Mac), … Can but dream, the software guys are probably worn out from bringing in iOS7 and Mavericks.

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