You may anticipate the introduction of the primary OLED screens and uber-thin form factor to lead to robust iPad Pro demand, however a brand new forecast from market intelligence firm TrendForce suggests it could really be decrease than final yr.
The corporate predicts that complete shipments of the newest iPad Professional fashions “will solely attain between 4.5 to five million items in 2024” – which might be down on 2023. It provides two causes for this pessimistic image …
New iPad Professional fashions – thinner, OLED, M4 chip
When Apple yesterday introduced the brand new iPad Professional fashions, there have been three key enhancements over earlier variations:
- Thinner type issue
- OLED screens
- M4 chip
Demand more likely to be comparatively low
TrendForce estimates that complete iPad Professional demand this yr shall be between 4.5 million and 5 million items, which might really symbolize a year-on-year fall in demand, regardless of the brand new options.
The corporate provides two causes for this, of which value is the primary. The brand new fashions obtained a $200 enhance within the beginning value (albeit with doubled storage), and moreover require all-new Magic Keyboard and Apple Pencil Professional equipment. That makes the full price of improve very costly.
However the second issue is the launch of the 13-inch iPad Air. I stated earlier that I saw this as huge news.
For the primary time, iPad patrons are not pressured to pay for Professional options they don’t want simply to get an even bigger display screen.
TrendForce concurs.
The introduction of a 13-inch iPad Air may doubtlessly dilute shopper curiosity, affecting demand for different fashions [including the new iPad Pro].
However Apple will nonetheless take half the market
The corporate says that whereas demand could also be decrease than some anticipate, the full dimension of the OLED iPad market is small, so Apple will take round half of it.
The overall cargo of AMOLED tablets is projected to hit round 9 million items in 2024, accounting for about 7% of the pill market.
Photograph: Apple
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