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As a multimedia device that happens to do games too, iPad could be seen as competing with PSP, at least. But this is how things can appear only considering HW and the purposes it's suitable for. The kind of games and other apps that will be developed for or ported to it can determine more which portable it will compete with, if any. This IMVHO.
As I wrote in another thread, the only almost sure genre whose I could see it stealing some users from DS is that of interactive recipe books.



Stwike him, Centuwion. Stwike him vewy wuffly! (Pontius Pilate, "Life of Brian")
A fart without stink is like a sky without stars.
TGS, Third Grade Shooter: brand new genre invented by Kevin Butler exclusively for Natal WiiToo Kinect. PEW! PEW-PEW-PEW!