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My Belated CES 2010 Trip Report: The iPad wasn’t there.

Posted by: Richard Lee, at 2:09 pm on February 18, 2010

After visiting CES last month, my boss suggested I write a blog post on some of the most interesting things I saw there.   The problem was, though, when I thought about many of the things that were supposedly the unofficial theme of this year’s show (e.g. 3D TV, Web TV, e-Readers) my reaction was… meh.

Yes, 3D is kind of fun.  At the Samsung and LG booths I tried out some of the 3D TVs they had there.  It reminded me of Jaws 3D, which was the first 3D movie I can remember watching.  The problem is, it reminded me of Jaws 3D.  Is it just me, or has the 3D experience not really improved since 1983?  It’s not like watching a truly 3-dimensional environment – the “3D” effect is usually only heightened for certain parts, like Jaws jumping out at you or Pinocchio’s nose growing out towards you.

As for e-Readers, most of the e-Readers seemed very me-too-ish – nothing too compelling.  One device that stood out in terms of physical design was Plastic Logic’s Que Reader.  But upon seeing a demo from one of the reps there, I couldn’t help but feel underwhelmed.

And, so, I had been dragging my feet on a blog post that, after a few weeks, seemed silly to try to write anyway.

Then on January 27th, 2010, a Cupertino company made a small product announcement.

Fast-forward a few more weeks and I now realize that the blog post I had been delaying can now be written.  In hindsight, what was interesting about CES 2010 was not anything that I saw there – it was what I didn’t see there.  Sure there was a lot of cool gadgets.  3D TVs may even become mainstream someday (I sure hope the 3D watching experience improves, though).  And there’s almost no doubt that all TVs will be web-connected appliances in the near future.   But no one had anything that made everyone pause and say, “whoa… I think the game just changed.”

To me, that’s just what Apple has done with the announcement of the iPad.  On the one hand, there isn’t really anything about the iPad that people weren’t expecting in terms of features, capabilities, or performance.  It’s a honkin’ big iPod Touch.  In fact, some said it was underwhelming.

But, for whatever reason, the announcement of the iPad has signaled the start of something.  While the iPad may appear to be less-than-revolutionary and does things that most people pretty much expected it would do months ago, it appears to me that it has, indeed, changed the game.

The iPad announcement has made tablet and mobile computing relevant and exciting.  If I recall correctly, Microsoft, HP, and Lenovo, all had tablet computing announcements of some sort at CES.  But they weren’t really buzz-worthy announcements.  In fact, most people seemed to react to those announcements with “I can’t wait to see what Apple is going to announce.”

But now, an entire category and changing consumer behavior are expected to be introduced.  While Bill Gates had been talking about tablet computing being the next big thing for years (he predicted it would be the most popular form of PC within 5 years… back in 2001), Apple’s announcement seems to have convinced many people of the possibility.

We now see computer and consumer electronics makers scrambling to make devices to compete with the iPad.

And while most analysts don’t seem to believe that the iPad is a Kindle killer, Amazon is already feeling the sting as the iBookstore is (indirectly) forcing Amazon to play ball with publishers on eBook pricing.  And at least one analyst thinks Amazon’s share of e-book sales will fall from 90% to 35% in 5 years as a result of competition from Apple and Google.

Magazines and newspapers may have new life with the iPad (and the entire category of slate/tablet devices).

I’m not saying the iPad is a revolutionary device that will have its competitors playing catch up for years like the original iPod.  And although tablet computing is hardly new, the iPad has created a whole new category, experience, and usage that people appear to be ready to receive.  On the one hand, it doesn’t seem to be anything special.  On the other hand, it’s the 2010 CES story that I should have been writing about.  But didn’t. Because it wasn’t.

What’s your take on the iPad?  Revolutionary device?  Savior to the publishing world?  A new way to consume all media?  The tip of the iceberg that is portable computing?  An overgrown iPod and nothing more?

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