It's easy to see why the preemptive press on this non-existent, unconfirmed, never-before-seen product is so positive. All Apple would have to do is release an iPod Touch with a 7-inch screen, and they would have a killer device on their hands. In other words, Apple has already proved itself in the touch "tablet" arena. They just need to ship a bigger one. Mere size would make the device a much better movie player and TV and a better laptop or netbook replacement.
(The smart money is on Apple unveiling the tablet this month and shipping it by summer.)
It would be easy, however, for Apple to fail miserably with its tablet, just as it did with the Newton years ago. Yeah, I said it. Apple might fail. If they do, heres how theyll do it.
1. Ban keyboards.
The iPhone and iPod Touch have no keyboard, and Apple doesn't make one as an add-on or optional accessory. Worse, the company actively bans, suppresses or blocks iPhone-compatible wireless keyboards from being manufactured and sold by other companies.
Annoying, but fair enough. Apple wants the iPhone and iPod touch to be elegant, peripheral-free devices, and also to force users to master its on-screen keyboard. I get it.
But the Apple tablet must have a physical keyboard for two reasons. First, a real, wirelessly connected keyboard transforms the tablet into a notebook, netbook and smart-book replacement. If Im forced to buy a separate netbook so I can do real typing and writing, then Ill buy the netbook and skip the tablet. Second, Apple's competitive tablets will have keyboards, and having no keyboard option will put Apple at a disadvantage.
This seems like a minor point, but its actually a major one. The old-and-busted tablet format hawked by Microsoft OEM partners involved a laptop where the screen swiveled around the center, enabling you to close it with screen side up. The idea was to give you the option of using it as a regular laptop, or as a tablet. Of course, the interface was pen.
These "convertible" tablets never caught on, except among a small minority of pen-happy users with deep pockets. They were just like regular laptops, but significantly more expensive, slower, thicker and heavier.
Next-generation tablets, which will become very popular in 2010, will dispense with the older tablets' more annoying features, namely pen input in favor of touch, desktop operating systems in favor of cell phone OSes, instant on and great Internet connectivity. One of the coolest features that will be available for some of these new tablets is already showing up in devices at CES: Removable keyboards.
Mobile devices always struggle with opposing objectives. Users want the smallest, thinnest and lightest possible device for portability, but the largest possible keyboard for fast typing. How do you achieve this?
Lenovo is hawking at CES a product called the Ideapad U1 Hybrid, which looks like a standard netbook. Until, that is, you remove the display and take it with you as a fully functional touch tablet.
Freescale Semiconductor is showing at CES a "tablet reference design" of a "smartbook," which is in fact very smart. It has a 7-inch screen that drops into a cradle at the back of the base unit, which is a pretty large keyboard.
Both these products have the right idea, but share a minor flaw: The keyboard must be physically connected to the display.
After a great deal of experimentation, the industry will discover that the best form factor is one where the keyboard can be separated from the display during use. Just prop it up with kickstand, and connect to the keyboard via Bluetooth.
If Apple embraces the wireless keyboard and kickstand model, it will position itself to own the future of mobile computing. If the company blocks keyboards the way it does with the iPhone, the tablet wont be a netbook replacement, and wont dominate the market as it could.
2. Charge too much.
The best netbook on the market is the Sony VAIO Signature Collection P Series netbook. But its supremacy doesn't matter because the $1,900 price means nobody buys it. Have you ever even seen one? Neither have I.
Apple will be competing in the tablet space against a phalanx of competitors slugging it out in the $300 to $500 range. If Apple wades into these shallow waters with a device that's more than $900, game over. Sure, a few deep-pocket members of The Cult will buy one, but the device won't become ubiquitous enough to fulfill all the prophecies about transforming the market.