KGI Securities analyst Ming-Chi Kuo released information on future iPads in his latest research report. Kuo says Apple will be introducing a new model with 10.5-inch screen, alongside the 12.9-inch iPad Pro 2 and 9.7-inch model in 2017. Apparently, the 9.7-inch iPad will become the more economical, “low cost” model.
If the iPad comes in a larger size, such as a 10.5” model, we believe it will be helpful to bid for tenders within the commercial and education markets. As a result, we expect Apple to launch a 10.5” iPad Pro in 2017. In addition, we estimate the 12.9” iPad Pro 2 and 10.5” iPad Pro will adopt the A10X processor, with TSMC being the sole supplier using 10nm process technology. The low-cost 9.7” model may adopt the A9X processor, which is also exclusively supplied by TSMC.
Kuo expects Apple to introduce a “revolutionary” iPad model with an AMOLED display in 2018, with radical changes “in form factor design & user behavior”, Kuo states.
We believe iPad will follow in the footsteps of the iPhone by adopting AMOLED panel in 2018F at the earliest. If Apple can truly tap the potential of a flexible AMOLED panel, we believe the new iPad model will offer new selling points through radical form factor design and user behavior changes, which could benefit shipments.
Kuo doesn’t mention anything about the 7.9-inch iPad mini, which could be a sign that Apple may discontinue the model entirely. Sales are down, possibly due to the 5.5-inch iPhone cannibalizing the iPad mini’s sales.