Apple CEO Tim Cook thinks Apple’s new iPad Pro could replace traditional computers for a number of people than Cowan and Company analyst timothy Arcuri things that could be the case at some point
analyst Timothy Arcuri issued a issueda note on Thursday focusing heavily on the new tablet suspects. He says the devices A9X chip beats processors in the 12 inch MacBook and the MacBook Air though it lags behind the core i5 some core i7’s that power the power the MacBook Pro line.
He was similarly impressed with the graphics processing for the new machines though he knows that techs and spec do not a winner make, at least not on their own.
Quoting the report report Arcuri was quick to point out that software developers will ultimately determine how much the iPad Pro can replace a PC for mainstream consumers in particular it remains to be seen whether or not developers can create experiences for the iPad to compare favorably to the same software on a desktop or notebook.
If they can Arcuri’s believes Intel’s mobile CPU business might be most at risk despite the potential for cannibalization within Apple’s own line of higher and Mac products.
quoting Arcuri’s note
while the iPad Pro is not a PC replacement yet Apple and ARM are coming in the hardware is certainly a threat to Intel’s mobile CPU business once the software developers catch up
Of course being an analyst and happy with the new iPad pro Arcuri is clinging to his tepid market perform rating on Apple shares he’s also maintaining his 12 month price target on the stock of $135