Khoi Vinh, writing on his blog, Subtraction.com:
Apple’s stewardship of the platform has had an air of distractedness for too long, in my opinion. In the absence of true innovation, both consumers and developers have come to regard the iPad as inessential, a deadly combination. The fact of the matter is that Apple will need to take a much more aggressive approach to innovating both hardware and software to turn this situation around.
That’s a good summary. I do think iPad Air 3 is going to be a great improvement and that many consumers will upgrade in the next two product releases. The question about “distractedness” raises the question whether the “distractions” — Apple’s other priorities — are going to turn out to be worth it. If Apple successfully shapes (and profits from) the future of wearables (Apple Watch and related products) or the future of transportation (Apple Car) then the answer will be “yes”. Much has to happen, though.