Apple to Debut Three New iPads This Year Including a High-End 1 - GSMPioneer


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Old 01-09-2017, 12:00 PM   #1
Mang Jun
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Default Apple to Debut Three New iPads This Year Including a High-End 1

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Apple is reportedly preparing to debut three new iPads this year including a high-end 10 to 10.5-inch model with a narrow bezel, according to KGI Securities analyst Ming-Chi Kuo.

Notably, Kuo expects iPad sales to decrease again in 2017 but at a slower rate that they did in 2016.

We note the 12.9" model will be the second generation of the existing 12.9" iPad Pro, the 10-10.5" model will be the high-end model equipped with a narrow bezel design, and the 9.7" model will be the low-priced option. The former two models will have an A10X chip manufactured by TSMC (2330 TT, NT$183.5, N), while the latter comes with an A9 chip made by Samsung LSI. Although we estimate iPad shipments in 2017 will drop again YoY to 35-37mn units, we except the decline to narrow to 10% from 2016's roughly 20%, given that the 10-10.5" model may see more demand from commercial/enterprises and tender markets, while the low-priced 9.7" model may have a greater shipment contribution and likely account for 50-60% of total shipments of new iPads.

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