As back to school kicks off in the U.S., new data claims that Apple's iPad is outpacing traditional PCs in sales to students and schools for the first time ever.
"Clearly, a significant portion of iPad sales represented an expansion of the market," Wolf wrote, according to Apple Insider. "But in view of the fact that Mac sales held steady at around 520,000 units but overall PC sales declined by 265,000 units from 1.90 million to 1.64 million units, we believe the inescapable conclusion is that the iPad is beginning to cannibalize a material portion of PC sales in this market."
The tablet is not just outpacing competitor PCs in the education market -- it's also selling more than Mac PCs, according to Apple Insider. This quarter, double the number of iPads have been sold over Macs to students and schools.
And it doesn't stop there, Wolf speculated. He believes this trend will move into the home use market also.
"In our view, the education market is the canary in the coal mine," Wolf wrote. "The next market the iPad is likely to impact is the much larger U.S. home market."