Apple is preparing to launch a foldable iPad with a carbon fiber kickstand in 2024, TF International Securities analyst Ming-Chi Kuo writes today.
Anjie Technology will be the new beneficiary of the all-new design foldable iPad. There may be no new iPad releases in the next 9-12 months as the iPad mini refresh is more likely to begin mass production in 1Q24.
Thus, I’m taking a cautious approach to iPad shipments for 2023, predicting a YoY decline of 10-15%. Nevertheless, I’m positive about the foldable iPad in 2024 and expect this new model will boost shipments and improve the product mix.
My latest survey indicates that the foldable iPad will feature a carbon fiber kickstand. Carbon fiber material will make the kickstand lighter and more durable.
Anjie Technology, as a polishing and bonding supplier of the carbon fiber kickstand for the foldable iPad, is expected to continue benefiting from the growing trend of foldable devices equipped with kickstands in the future.
MacDailyNews Take: Foldable displays make far more sense for tablets than for smartphones.
“Too thick when folded” is why it makes perfect sense for Apple to do a foldable display first with iPad, a device that is not carried in pockets and where thickness when folded is therefore not an issue. – MacDailyNews, February 17, 2020
In October 2022, Ben Wood, chief of research at CCS Insight, said that Apple would likely launch an iPad with a folding screen in 2024, corroborating this report.
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Just because you can, doesn’t mean you should…
I looked at PCMag’s top 10 tablets… none of them were foldables…LOL. If this rumor is true, introducing a mechanical failure point on purpose seems stupid.
Good luck with your multi-billion dollar tech business James. I am eagerly anticipating your company’s challenge to the dominance of the Apple iPad.
I had trouble believing anything could supersede the horse too…say nothing of physical buttons on my phone’s “face”.
Who is this Ming-chi and what’s their track record like—this sounds like a rumor mill rumor gone bad and am having my doubts to any of this speculation.
The whole point of a foldable display is to have a tablet-sized PHONE that fits in your pocket when you’re out and about so you don’t have to carry two devices. Leave it to Apple to give users what they don’t want (of course it will still probably sell well unless another great depression has started), pushing a half dozen separate devices for specific use cases instead of just 2 (foldable iPhone/iPad Mini, Hybrid detachable screen MacBook as described by MDN).
I bought a Microsoft Duo at a deep discount last year and FOLDED it’s as thin as an iPhone Max, it’s also a much more enjoyable content consumption device than my iPhone. The software isn’t nearly as good as iOS, but it’s a joy to use like Apple devices once were. It’s two separate screens connected by a hinge so not a true foldable, but Samsung’s Galaxy Folds aren’t much thicker. By the time Apple shows up to the folding party Samsung and others will be on their 3rd, 4th and 5th gen devices before we’ve even seen a folding iPhone.
I’m sure whatever Apple finally releases will be top of the line, but with a long recession looming, people are getting sick of the game of buying several devices that should be combined into one. Apple is also the lone major computer company without touchscreen laptops.