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Thread: Analyst Predicts Apple's Upcoming iPad will Transform the Notebook Market

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  1. #1
    MMi Staff Writer Akshay Masand's Avatar
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    Default Analyst Predicts Apple's Upcoming iPad will Transform the Notebook Market


    Evercore Partners analyst Patrick Wang believes Apple will show a renewed focus on the enterprise market with a new 12-inch iPad hybrid, which he believes could fundamentally change the notebook and PC landscape. Wang made his prediction in a note to investors this week where he forecasts that a new iPad model with a larger 12-inch display, powered by an Apple-built next-gen “A8” processor will launch in the fall of 2014.

    The analyst sees such a device shaking up the traditional established notebook market, an industry that Microsoft has been trying but largely failing to overhaul with its own hybrid laptop-tablet devices running the Windows 8 platform. According to Wang, such a device would expand the reach of chipmaker ARM, which makes the reference designs for Apple’s A-series chips. ARM’s gains would come at a cost to Intel, which is the dominant player in traditional computer chips, resulting in greater price competition.

    Wang particularly noted that the processor in a MacBook Air is estimated to account for 22% of the notebook’s bill of materials. In contrast, the processor found in a 128 GB iPad is estimated to represent just 4% of the total cost to Apple. Wang sees the 64-bit infrastructure introduced in Apple’s new A7 processor, which powers the iPhone 5S, iPad Air and Retina iPad Mini as a “game changer” that sets the stage for a so-called “iPad Pro.” Recent rumors have been suggesting that Apple is testing touchscreen panels in the 12-inch range for a new product that could launch this year.

    Some believe that the naming convention of the new iPad Air (borrowing from the MacBook Air) could signal that Apple plans to release a professional-grade iPad, similar to the MacBook Pro in its notebook lineup. A 12-inch display would put such a device in a class closer to Apple’s 11.6-inch MacBook Air. Up until now, all full-size iPad models have had a 9.7-inch screen, while the iPad mini models have sported a 7.9-inch display. Wang also predicts that Apple wouldn’t just simply release a larger iPad. Instead he sees the company using the additional screen real estate to create a hybrid-style device that could serve as both a tablet and a notebook which would make the iPad lineup more appealing to business customers.

    We’ll have to wait and see which one of the predictions turns out to be true.

    Source: Evercore Partners via AppleInsider

    Twitter: @AkshayMasand

  2. #2
    Livin the iPhone Life javiert30's Avatar
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    Please Apple don't come with an iPad with an external keyboard please...
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    Livin the iPhone Life Silverado1987's Avatar
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    Quote Originally Posted by javiert30 View Post
    Please Apple don't come with an iPad with an external keyboard please...
    We'll it might have osx to run with the surface.

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    My iPhone is a Part of Me buggsy2's Avatar
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    It needs a windowing OS. otherwise it's just a bigger toy.

  5. #5
    What's Jailbreak?
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    At this point, they might as well just add more RAM and make a tablet running OS X. It might help eliminate the need for tethering that way too for cellular versions; one less step to access internet on a powerful platform.

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    My iPhone is a Part of Me RandyTG's Avatar
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    Bigger screen equals bigger price tag. So now you are looking at around $1,000 for an iPad.

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    Livin the iPhone Life
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    No it won't. It will have a bigger screen and a few speed upgrades and a few new software "features" and they'll call it a Pro, but in the end it will just be another iPad with a couple minor improvements and a larger screen.

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    Theme Creator Jahooba's Avatar
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    Quote Originally Posted by buggsy2 View Post
    It needs a windowing OS. otherwise it's just a bigger toy.
    Yeah, pretty much. This won't have OSX if it's got a detachable screen that can be used as a tablet. They went through a heck of a lot of trouble making iOS the definitive tablet experience - I doubt they'll throw a wrench in their own work now.

    They can still squeeze in a 12" diagonal screen into the iPad Air's form factor. Almost. Leaving room for the FaceTime camera would increase the size a tiny bit, but it could be razor thin and light in-hand, I'd imagine.

    Personally I don't see this happening. Apple tests all kinds of screen sizes - that doesn't mean a product of that size will come to market.

  9. #9
    iPhone? More like MyPhone
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    These analysts are a bunch of jokers.

  10. #10
    Green Apple
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    Yep. I really would like to know who these "analysts" are, because they seem like they're brain dead. No one who doesn't already use an iPad is gonna give a flying **** about a bigger screen. That wasn't the issue with people going to the iPad. The issue was and still is that you can't actually do much work on it. It's not a full OS and you have to jailbreak it to do something as simple as browse the filesystem. Also, I love how even this guy is baffled by the "new" 64-bit processor. There's like no difference unless you decide to put over 4GB of RAM in there for whatever reason you could possibly come up with.
    Last edited by Quade321; 01-05-2014 at 01:16 PM.

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