The 13-Inch iPad Could Be A Laptop, Says Analyst

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Every once and a while, someone suggests that Apple will eventually migrate OS X over to ARM, and the A7 processor’s move to 64-bit has reopened that rumor yet again. As we’ve explained before, they almost definitely won’t, but the rumor persists nonetheless.

It’s interesting, then, to see a different variation on this rumor. According to a Barclays Capital analyst, Apple doesn’t intend to put ARM chips in every MacBook… they want to make iPads into notebooks as alternatives to Macs.

According to Barclays Capital analyst Ben A. Reitzes, Apple “could” be working to develop iOS for a larger and more powerful MacBook-like iPad that he foresees as being Apple’s second biggest money maker one day. This iPad would be 13-inches, and very possibly either have a keyboard built-in, or otherwise be convertible into a laptop (think the Microsoft Surface).

According to Reitzes, this iPad would significantly improve revenue for Apple. He thinks it woukd cost about $650, bring in 35 percent margines, and add $2 to Apple’s earnings per share per $10 million units sold. That’s enough to make it Apple’s second most popular product after the iPhone.

I don’t really buy it. At this point, ARM doesn’t really have any practical power-savings or performance advantages over Haswell, even in a 64-bit configuration. Is anyone clammoring for a 13-inch iPad, or even a laptop that runs OS X?

It appears, though, that what Reitzes foresees is an iOS-laptop that is even cheaper than a MacBook Air. Perhaps Apple’s budget laptop?

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  • Adrayven

    It amazes me how everyone ignores certain patents Apple filed concerning hybrid laptop/tablet. Personally. I see it having both a low power ARM in the ‘LED Screen’ side with it’s own battery, memory, etc.. Then the base, dock/keyboard, having a low-power Intel ‘haswell like’ cpu, with extended battery and ports.

    When Docked, you could have screen overlay to allow access, via touch, to iOS Apps inside OS X.. They may never bring a toaster to a fridge, but they might put them both in the same ‘kitchen’ (hardware)…

    The benefits? More integrated experience/sync, option to pull on the go and just do a tablet. I don’t see that happening until Sharps screen tech is ready though.. They need that extreme power savings their LED tech provides..

  • iFan41

    “He thinks it woukd”

    Do you guys read what you type up before submitting it?

  • Allancook

    The expression is “Every once in a while.”

  • MrsCleaver

    This so-called “analyst” is an idiot. The device shown in the photo will never be produced by Apple. The notion of such an unsophisticated idea coming from Cook, Ive and team is unthinkable.

  • MrsCleaver

    The expression is “Every once in a while.”

    And the word “occasionally” is far better.
    Less is more.

  • richardbjorn

    This is a nobrainer. iPad is great but it hasn’t replaced laptops. 12.9″ iPad with 64 bit, attachable keyboard and an iPen matched with superresponsive IGZO display would be the device that truly reinvents laptops.

About the author

John BrownleeJohn Brownlee is a Contributing Editor. He has also written for Wired, Playboy, Boing Boing, Popular Mechanics, VentureBeat, and Gizmodo. He lives in Boston with his girlfriend and two parakeets. You can follow him here on Twitter.

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