Does iPad (and Mac) Reliability Explain Slowing Upgrade Cycles?

Apple didn’t release any new iPad hardware this year, but according to Ming-Chi Kuo, that’s changing next year with iPad updates across the board, including the long-awaited OLED iPad Pro.

That’s good, and I hope that’s all true. But I also know how easy it was to go a year without iPad upgrades. I routinely hear from listeners and readers wanting to know about future iPhones and Macs. Questions about upcoming iPad hardware are a lot more rare.

To me, this is a better indicator of Apple’s success with the iPad than its failure to ship new iPad hardware in 2023. Now, the iPads are so solid and reliable that folks are waiting a long time to upgrade.

I purchased my iPad Pro in 2019. It still works great, and I don’t expect to buy an OLED iPad in 2024. For a nerd like me, four-going-on-five-year-old Apple hardware says something.

To pile onto this point (and I’ve been saying this on the podcast for a while now), I think we’ll get to the same place with the Apple silicon Macs. Apple has done an excellent job of figuring out Mac hardware, particularly with the arrival of their M-series chips. I expect we’ll be happy and hang on to them for a long time. That’s one of the reasons why I think Mac shipments (as reported by Apple last week) are down. The hardware is excellent and lasts a long time. That results in slower upgrade cycles, and that’s good!

I also expect this will be no surprise to Apple which partially explains why services are becoming such a big deal to them.