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KGI: 3 new iPads to debut next quarter will slow decline in sales, 10-10.5 inch model wildcard

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<p>In a new report out this morning from noted analyst Ming-Chi Quo (https://9to5mac.com/guides/ming-chi-kuo/) at KGI Securities, we find the size of the new iPad form factor, expected in Q2 still in flux indicating that Apple may still be deciding between different sizes.</p>

<p>The new models will come in 12.9”, 10-10.5” and 9.7” versions. 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.</p>

<p>Perhaps most interesting for AAPL stockholders is the psychological impact of iPad sales leveling off and greater ASP…</p>
<p> <a href="https://9to5mac.com/2017/01/08/kgi-3-new-ipads-to-debut-next-quarter-will-slow-decline-in-sales-10-10-5-inch-model-wildcard/#more-462317" class="more-link">more…[/url]</p>
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Source: KGI: 3 new iPads to debut next quarter will slow decline in sales, 10-10.5 inch model wildcard (http://feedproxy.google.com/~r/9To5Mac-MacAllDay/~3/ZAIHCL4cd6Q/)