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March 08, 2012

The new iPad -- both challenge and opportunity for rugged market manufacturers

If you want to sell tablets it's tough not to be Apple. And on March 7, 2012, it got that much tougher. For that's when Apple introduced the next version of the iPad, setting the bar even higher for anyone else.

Why do I even mention that here at where we concentrate on computing equipment that's tough and rugged and can get the job done where a consumer product like the iPad can't? Because, like it or not, the iPad, like the iPhone, sets consumer expectations on how computing ought to be done. It does that both by the elegance and brilliance of its execution, and by the sheer numbers of iPads and iPhones out there (Apple has sold 315 million iOS devices through 2011). That pretty much means anything that doesn't at least come close to offering the ease-of-use and functionality of the Apple devices will be considered lacking, making for a more difficult sell.

Unfortunately for anyone else out there trying to sell tablets, it's been tough. Somehow, while the iPad is simply a tablet, a way of presenting, consuming and manipulating information, it's been remarkably difficult for anyone else to convince customers to select them, and not Apple. Remarkable because Apple, despite its mystique, never managed to even make a dent into Microsoft's PC hegemony, and remarkable because of the number of vocal Apple opponents who shred whatever Apple creates seemingly on principle.

But let's take a quick look at Apple's latest version of the iPad, called not, as expected, iPad 3, but once again simply iPad.

No one ever complained about the resolution of the iPad display (1024 x 768), and everyone else stayed around that resolution as well, with lower end products perhaps offering 800 x 480, many using the old 1024 x 600 "netbook" resolution, and higher end products going as far as 1280 x 800 or the wider 1366 x 768. Well, with the new iPad Apple quadrupled resolution to 2048 x 1536, making for a superior viewing experience. Such high resolution is not necessarily needed, but if it's available for as comparatively little as Apple charges for iPads, everything else now looks lacking. And I can definitely see how the super-high resolution could come in very handy for many vertical market applications.

The new iPad also has two cameras. The new iPads we ordered will not arrive for another week and so I don't know yet just how good they are, but if the iPhone 4s is any indication, they will be very significantly better than what anyone else in the rugged arena has to offer at this point. I've long wondered why expensive, high quality rugged handhelds, tablets and notebooks come with marginally acceptable cameras, and the new iPads will only widen the chasm. The iPad cameras aren't only capable of offering fully functional video conferencing on their large screens, they can also snap rather high quality stills, and they can record 1080p full motion HD video, with image stabilization. And the iPad has the software to go with it. Few could claim this wouldn't come in handy for professionals in the field.

Advances on the technology side include a faster dual core Apple-branded ARM processor with quad core graphics and 4G LTE wireless broadband. Unless some rugged hardware we've seen over the years, iPads were never underpowered, and with the new chip they'll be snappier yet. And while 4G wireless isn't ubiquitous yet by any means, having it built-in certainly doesn't hurt. And then there's battery life, where the iPad, even the new improved one, wrings about ten hours out of just 25 watt-hours. And the whole thing still only weighs 1.4 pounds.

Now, of course, the iPad isn't rugged. It's durable and well built, and if you use it in one of its many available cases, it won't get scratched or dented, but it's not rugged. Its projected capacitive multi-touch screen famously cannot be used with gloves, you can't use a pen for when pin-point accuracy is required, and it's not waterproof.

None of which stopped the iPad from scoring some remarkable design wins in areas and industries that once did not look beyond rugged equipment. The FAA granted American Airlines permission to use iPads to replace inflight manuals and such, and American is deploying 11,000 iPads. Others will follow.

What does that all mean for companies that make rugged tablets? That the market is there. In fact, I believe the surface has barely been scratched. But it has to be the right product. Apple showed the way with the iPad but, with all due respect to those who've tried so far, few followed with more than a timid effort. It's been mostly wait-and-see, and now Apple has set the bar higher yet. That doesn't mean it's over for anyone else, but it's gotten tougher yet. The new iPad will boost acceptance of the tablet form factor and functionality to higher levels yet, and that still means opportunity for everyone else.

I am convinced that there's a large and growing demand for a more rugged tablet, and that whoever comes out with a product that doesn't just approximate but match and exceed expectations will win big.

Posted by conradb212 at March 8, 2012 04:34 PM