If you thought the iPad was gaining traction in enterprise, you haven’t seen anything yet. That appears to be the view of Deutsche Bank Equity Research analyst Chris Whitmore, who believes that future 64-bit iPads could directly compete with PCs.
In a note to investors on Monday, Whitmore talked up corporate iPad deployments all the while describing back-to-school demand for Windows 8 devices as “tepid at best”.
“We expect growing [desktop] virtualization and iPad deployments in the enterprise to pressure corporate PC sales through 2014-15,” read an excerpt from the note (via CNET).
“We expect AAPL's [Apple's] iPad refresh to include 64 bit architecture, which should enable a greater array of enterprise app development and facilitate greater enterprise penetration over time.”
The analyst is referring to reports that the upcoming iPad 5 – as well as potentially future versions of the iPad mini – will get Apple’s 64-bit A7 processor, which already features in the new iPhone 5S.
Elsewhere in the note, Whitmore detailed how most enterprises will next upgrade their hardware in the second half of financial year 2013 – just months before Microsoft drops support for Windows XP – and claimed that PC vendors could discount Ultrabooks to try and get on level terms with tablet makers.
"Heading into the holidays, we expect PC vendors to increasingly position Windows 8 Ultrabooks against tablets on an ASP [average selling price] basis (i.e. <$500 Ultrabooks).”