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Adobe announces Ink and Slide, a $200 pen and ruler combo for new iPad apps Sketch and Line

Adobe Releases a Physical Ruler and Pen to Go with New iPad Apps  —  What's next — Adobe selling hardware?  Exactly!  Today, Adobe began selling an intriguing, good-looking …

Yahoo Tech David Pogue

Context & Ripple Effects

Adobe's move into physical products lands on prepared ground: Ten One Design demonstrated pressure-sensitive drawing on the iPad back in 2010, Apple patented graphics-pen work for the tablet in a February 2011 filing, and FiftyThree crossed into hardware first with its Pencil stylus for the Paper app in November 2013. What was once an accessory niche built by small shops is now being entered by the company that owns professional creative software.

The timing matters: Ink and Slide arrive one day after Adobe reported fiscal Q2 results beating estimates on 2.3 million Creative Cloud subscriptions, and they ship as part of a broader push — Lightroom for iPhone, Photoshop Mix for iPad, and the new drawing apps Sketch and Line — that drew pickups from TechCrunch, The Verge, Gizmodo and VentureBeat among others. Hardware is the newest layer on a subscription business that is already accelerating.

First-order effects

  • Adobe becomes a consumer-hardware seller overnight, with a $200 pen-and-ruler pair whose utility depends entirely on adoption of its own Sketch and Line apps — tying device sales directly to its mobile software funnel.
  • iPad users doing precision drawing get a first-party Adobe input option, but only inside Adobe's apps, since the hardware's value is bound to the company's software rather than the tablet generally.

Second-order effects

  • FiftyThree's Pencil now competes against a bundle backed by Creative Cloud's subscription base and marketing reach — the app-plus-stylus play it pioneered in November 2013 gets contested by a far larger rival.
  • Apple faces sharpened pressure on an open question its own 2011 patent filings already flagged: whether the tablet maker builds its own precision stylus or cedes the creative-input layer to third parties like Adobe and FiftyThree.

Third-order effects

  • If subscription-driven software firms keep attaching proprietary peripherals to their mobile apps, creative tools consolidate into closed ecosystems where the vendor owns the file format, the app, the subscription and the input device — raising the switching cost that locks each user in.

The trend: Creative software companies are extending cloud-subscription ecosystems onto tablets by shipping their own hardware, turning styluses from accessories into lock-in devices.