Apple’s 2024 iPad Roadmap – OLED iPad Pro and New Tech Trends
In a recent press release, Ming-chi Kuo, a renowned supply chain analyst, has shed light on Apple’s forthcoming iPad lineup, revealing a roadmap that encompasses upgrades, new releases, and changes in production timelines. Let’s delve into the key insights unveiled by Kuo’s analysis.
Overview of Apple’s iPad Strategy for 2024
According to Kuo, Apple is set to bolster its existing iPad models while introducing a new one in 2024. Despite this, shipments are projected to fall short of the peak observed in 2022. The decline is attributed to a diminishing work-from-home (WFH) demand and a lack of substantial changes in the entertainment and productivity user experience.
Key Upgrades: M3 Processor and OLED Displays
The focal points of the iPad upgrades include the integration of the M3 processor and the adoption of OLED displays. These enhancements signify Apple’s commitment to delivering cutting-edge technology and improved user experiences. The M3 processor promises enhanced performance, while OLED displays are expected to elevate visual experiences to new heights.
iPad Air (1Q24): A Dual Release
In the first quarter of 2024, Apple plans to mass-produce two iPad Air models, measuring 10.9-inch and 12.9-inch. Notably, the 12.9-inch variant is an entirely new model. Despite lacking mini-LED technology, it compensates with an Oxide backplane, offering superior display performance compared to the 10.9-inch model with an a-Si backplane.
OLED iPad Pro (Late 1Q24–2Q24): Advancements and Production Challenges
Later in the first quarter to the second quarter of 2024, Apple is set to mass-produce two new OLED iPad Pro models, aiming to replace the existing mini-LED technology. These iPad Pros will boast the M3 processor and improved form factor designs. However, production delays are anticipated due to issues with OLED panel modules.
The upcoming OLED iPad Pro models will boast fancy OLED panels with a slick Tandem design and LTPO backplanes – the same tech found in the iPhone 15 Pro. What does this mean for you? Brace yourself for a display that’s not only better than the current mini-LED iPad Pro but also a power-saving champ. Apple’s upping the game, and these new iPad Pros are about to deliver top-notch visuals and longer battery life in one sleek package!
Price Dynamics: Potential Increase for OLED iPad Pros
Kuo speculates that if the price of the new 10.9-inch iPad Air remains unchanged and the 12.9-inch model is indeed more expensive, Apple may need to increase the price of the new OLED iPad Pros to maintain the desired price gap between the iPad Air and iPad Pro, aligning with their established product segmentation strategy.
Shipments Forecast: OLED iPad Pro Models
Shipments for the two OLED iPad Pro models are estimated to range from 6 to 8 million units in 2024. However, Kuo anticipates a slightly weaker shipment momentum compared to existing iPad Pros, citing the potentially higher price of OLED iPads and the likelihood of cannibalization from the 12.9-inch iPad Air.
More Affordable Models (2H24): Delays and End-of-Life for iPad 9th Generation
Looking ahead to the second half of 2024, Apple’s plans include the delayed mass production of the new iPad mini and the introduction of the iPad 11th generation. Simultaneously, the iPad 9th generation is expected to reach its end-of-life (EOL) before the year’s end.
In conclusion, Ming-chi Kuo’s insights provide a comprehensive understanding of Apple’s strategic moves in the iPad domain for 2024. As the tech giant navigates shifts in consumer demand and technological advancements, these developments are poised to shape the landscape of the iPad market in the coming year.