Analyst pumps Tuesday's iPad reveal as 'most important upgrade' since 2010
Expect shortages if Mini goes Retina, but how tight it'll be remains uncertain until Apple reveals price
Computerworld - Apple's expected unveiling tomorrow of new iPads will be the "most important upgrade since the original," a bullish Wall Street analyst contended today.
The Cupertino, Calif. consumer electronics company will host an event Tuesday starting at 10 a.m. PT, where it will introduce new tablets, according to virtually every analyst and pundit.
They expect Apple to reveal a fifth-generation 9.7-in. iPad to replace the year-old model introduced last year at this time, and to refresh the 7.9-in. iPad Mini, as well. On the latter, however, opinion is mixed whether Apple will trot out a new tablet with a high-resolution screen, dubbed "Retina" by the company.
Brian White, of Cantor Fitzgerald & Co., is one of those who believes Apple will not unveil a Retina iPad Mini tomorrow. But he's still bullish on the impact of Tuesday's event.
"We believe the retrofitted iPad 5 will prove to be the most important iPad upgrade since the first iPad went on sale on April 4, 2010," said White in a note to clients today.
White based that assertion on his swing through China and Taiwan last week, when he met with numerous component suppliers. After those conversations, said White, the consensus was that the new iPad would be about 15% thinner, 7-10% narrower, and between 20% and 30% lighter than its predecessor; pack a variant of the 64-bit A7 SoC (system-on-a-chip) that debuted last month in the flagship iPhone 5S; and be available in the same four storage capacities as last year's model -- 16GB, 32GB, 64GB and 128GB -- at the current prices of between $499 and $799.
Apple began selling the 128GB model in January.
White also said the new full-sized iPad would be sold in the same colors as the iPhone 5S, including the golden hue that has been the most popular so far. "Essentially, we believe the iPad 5 will take on some of the form factor characteristics of the iPad Mini but with a 9.7-inch display," White said, by reducing the case thickness and shrinking the bezel on the front of the tablet to closer to the screen's actual dimensions.
On the iPad Mini, White told clients he doesn't expect to see a Retina-equipped model tomorrow, a contrarian viewpoint: Most analysts have decided that Apple will launch a high-resolution Mini, and keep the current model as a lower-priced option, just as it's done with the iPhone and the 9.7-in. iPad.
"Our research suggests that the iPad Mini 2 form factor will remain similar to the original," said White. "In fact, we only expect incremental upgrades to the iPad Mini 2, including a faster application processor with an A6X chip (vs. the dual-core A5 of the first iPad Mini), a new color scheme that is similar to the iPhone 5S, an improved camera and other modest improvements."
- iPad sales skew even more toward Mini
- Apple's Mac ends up in tablet cannibal pot, too
- The case for an iPad Pro
- Is Apple's 13-in. iPad a desktop for kids?
- Balky browsers tick off tablet owners
- The PC's fate hinges on tablets, but it's 2014 or bust
- iPhone, iPad dwarf mobile rivals in small- and mid-sized firms
- iPad grabs top spot in tablet purchase poll
- Tablets remain tops in American gift-buying plans
- iOS 7 now powers 3 out of 4 Apple devices
- 15 Non-Certified IT Skills Growing in Demand
- How 19 Tech Titans Target Healthcare
- Twitter Suffering From Growing Pains (and Facebook Comparisons)
- Agile Comes to Data Integration
- Slideshow: 7 security mistakes people make with their mobile device
- iOS vs. Android: Which is more secure?
- 11 sure signs you've been hacked
- Mobile Policy Checklist Here's what to consider when putting together a mobile policy designed to support a highly productive workforce.
- Mobile Applications Case Study: 8 Billion Transactions a Day The story documents how the online brokerage company tradeMONSTER created a custom mobile app and the success gleaned from this initiative. Also covered...
- Who's afraid of the big (data) bad wolf? Survive the big data storm by getting ahead of integration and governance functional requirements This paper provides a detailed review of the best practices clients should consider before embarking on their big data integration projects.
- Understanding big data so you can act with confidence Automating information integration and governance and employing it at the point of data creation helps organizations boost confidence in their big data.
- Mobile Apps and Devices Slash Customer Cycle Time Consolidated Engineering Laboratories' field employees used to collect data on triplicate forms that were sometimes hard to read and difficult to manage. After...
- Cloud Knowledge Vault Learn how your organization can benefit from the scalability, flexibility, and performance that the cloud offers through the short videos and other resources... All Tablets White Papers | Webcasts