Archive of iPad Rumors

KGI Securities analyst Ming-Chi Kuo has released shipments forecasts for the iPhone, iPad, Mac and Apple Watch for upcoming fiscal quarters. Kuo estimates between 70-75 million iPhone and 3.5-4 million Apple Watch shipments during Q1 2016 of the fiscal year, which encompasses the busy holiday shopping season in the U.S., Australia, Canada, Europe and many other regions.

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In a research note, a copy of which was obtained by MacRumors, Kuo believes that iPhone sales momentum could gradually decline in the new year, possibly enough for the device to experience its first year-over-year shipments decline in the first quarter of a year in 2016.
We estimate iPhone shipments rose 2.1% QoQ and 23.6% YoY to 48.5mn units in 3Q15, of which 20-22mn units were iPhone 6s. We attribute the solid YoY growth to the inclusion of China as the first-launch market for iPhone 6s and to increased output of the new model (versus 14-15mn units of iPhone 6 in 3Q14).

However, as we do not expect overall demand for iPhone 6s to be significantly stronger than that for iPhone 6, we expect shipments momentum could gradually decline in 4Q15-1Q16F on a YoY basis. We expect iPhone may see its first YoY shipments decline in the first quarter of a year in 2016.
Kuo also forecasts between 14.5-15.5 million iPad shipments and 5.4-5.6 million Mac shipments in fiscal Q1 2016, which lines up with Q4 2015 of the calendar year, a three-month period ending December 31.

The analyst expects iPad Pro shipments to be around 2 million in fiscal Q1 2016, and believes the tablet's higher selling price will help offset an annual decline in iPad shipments, which could fall 16% to 40-42 million units in 2016.
We now expect shipments of iPad Pro to be around 2mn units in 4Q15, versus our previous forecast of 4-5mn units given quality issues with Sharp’s panel supply. However, thanks to a higher shipments weighting of iPad Pro, coupled with a lower mix of iPad mini, we anticipate the ASP of end-products and some components will trend up in 2016F (e.g. we estimate the ASP of backlight unit to rise 30-35% in 2016). This should be enough to offset total iPad shipments decline, which we estimate will fall 16% to 40-42mn units in 2016F.
Kuo expects that, amid lackluster sales for PCs, Mac sales will continue to be better than those of competitors. The well-informed analyst says the 13.3-inch MacBook Pro is Apple's most popular notebook, followed by the 12-inch MacBook, and expects the new iMacs with 4K and 5K Retina displays to account for at least 50-60% of total iMac shipments in Q1 2016 of the fiscal year.
Apple will be on stage tomorrow at the Bill Graham Civic Auditorium in San Francisco to announce several new products, including the iPhone 6s and iPhone 6s Plus, iPad Pro, iPad mini 4, fourth-generation Apple TV and new Apple Watch bands and finishes. The keynote should also provide updates about iOS 9 and watchOS 2.

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MacRumors will be providing live blog and Twitter coverage of the "Hey Siri" media event, which commences at 10 AM Pacific on Wednesday. Below is a roundup that previews what to expect at the keynote based on previous reports from MacRumors, 9to5Mac, TechCrunch, Re/code, The New York Times, The Wall Street Journal and other sources.

iPhone 6s and iPhone 6s Plus


The ninth-generation iPhone 6s and iPhone 6s Plus will look virtually the same as the iPhone 6 and iPhone 6 Plus, retaining 4.7" and 5.5" ion-strengthened glass displays respectively with similar exterior designs.

It has been rumored for a few years that iPhones will eventually switch to sapphire crystal displays, but well-informed KGI Securities analyst Ming-Chi Kuo recently claimed the material has yet to pass Apple's internal drop tests.


Apple has addressed bending issues by designing the iPhone 6s and iPhone 6s Plus with Series 7000 aluminum, which is stronger and marginally thicker compared to Series 6000 aluminum used on the iPhone 6 and iPhone 6 Plus.

The rear shell will still have a layer of anodization to protect against corrosion and allow for different color options, including space gray, silver, gold and a new rose gold color. The new color should look similar to the rose gold Apple Watch Edition.
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ipad_air_2_mini_3Apple is expected to announce new iPhones and iPads over the next month or so in preparation for the holiday shopping season, but it remains unclear which iPad models in particular will be unveiled.

It is widely believed that a new iPad mini 4 will be announced, but rumors about the iPad Air 3 and so-called "iPad Pro" and their respective release dates have been inconsistent thus far.

A new report from Taiwanese blog DigiTimes offers some further details, corroborating a previous rumor that Apple is not planning an iPad Air 3 right now and focusing its efforts on the iPad mini 4.

The report claims that Apple's upstream supply chain is readying components for the fourth-generation tablet, noting that it will only have minor upgrades over the current iPad mini. Recent reports suggest the upcoming 7.9-inch tablet will likely be a slimmed down version of the iPad Air 2 and support split-view multitasking.

DigiTimes has a mixed track record at reporting on Apple's upcoming product plans, so its latest report should be treated with a proverbial grain of salt. Moreover, the more reliable Japanese blog Mac Otakara reported in July that an A9-based iPad Air 3 is still possible for 2015, so Apple's roadmap remains unclear and could change between now and the forthcoming iPhone and iPad event.

Apple has faced six consecutive quarters of declining iPad sales year-over-year as the broader tablet market continues to decline.
Apple is working with more than 40 technology companies to make the iPad a better work tool, according to a new report by The Wall Street Journal. The initiative, which is called the Mobility Partner Program (MPP), is an effort to change the way business is done and boost lagging iPad sales.

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The initiative is a bet that Apple, which has never been a big player in the $2 trillion annual spending on workplace technology, can grab a bigger slice of the market by reshaping the nature of work in mobile-friendly settings—where Apple has an edge.
Apple's partners in the program include smaller companies like accounting firm Xero, digital cash register company Revel Systems, and field-service software firm ServiceMax. Some partners, like Xero, have been invited to train Apple business specialists while other undisclosed partners were invited to an Apple sales conference in March, an event that is typically closed to company outsiders.

Within the program, Apple reviews its partners' apps and makes suggestions on their work. Apple has also suggested that companies who make complementary apps work together to make their apps compatible, ensuring a richer experience for users. In fact, the partnership has also worked in the reverse, with the Cupertino company's partners getting Apple in touch with business customers in a way it hasn't before.

However, the program is still shrouded in secrecy. It's unclear which companies are participating in the program, and some of Apple's partners don't even know the other participating companies or what their role is in selling apps. Apple also doesn't want companies to refer to the program by its given name, MPP, in public.

The new initiative is similar to the exclusive partnership Apple and IBM forged last year, in which IBM will begin selling iOS devices to corporate customers and develop 100 industry-specific native apps. As iPad sales continue to shrink and the tablet market continues to decline, it's likely Apple feels boosting enterprise sales of its tablets could offset lack of consumer demand.
Apple's annual fall iPhone event will likely be held on Wednesday, September 9, reports BuzzFeed's John Paczkowski, who has provided reliable information on event dates in the past. According to sources that spoke to BuzzFeed, the event will be held during the week of September 7, with September 9 targeted as the most likely date.

The event's focus will be on the next-generation iPhone 6s and iPhone 6s Plus, both of which will feature a Force Touch display, an A9 processor, an improved camera system, and a faster LTE chip, among other features. Apple may also unveil new iPads at the event, but the 12.9-inch iPad Pro "seems to be a wildcard," says Paczkowski, meaning it could come at the event or at a later date.


In addition to the iPhone and iPad, Apple is also expected to unveil the next-generation Apple TV. The Apple TV will be a huge update over its predecessor, featuring an updated A8 processor, a full App Store, a touch-based remote control, and Siri integration. It will, of course, include an entirely revamped body as well.

With Apple unveiling the new iPhones on September 9, pre-orders, if available, are likely to kick off on Friday, September 11. The two devices are then likely to officially launch later in the month, perhaps on September 18. iPads and the Apple TV will probably launch during the same time frame.
The latest numbers from market research firm IDC's Worldwide Quarterly Tablet Tracker show that Apple remains the largest vendor in a declining tablet market, shipping 10.9 million iPads in the second quarter of 2015. While the iPad continues to be the best-selling tablet, its worldwide market share fell below 25% as Apple faced increased competition from low-cost rivals Lenovo, Huawei and LG.

idc_tablet_trend_2q15
Samsung continued to be the second largest tablet vendor with 7.6 million tablets shipped in the second quarter and 17% market share, a 12% year-over-year unit decline. Lenovo, Huawei and LG Electronics rounded off the top five, with 2.5 million, 1.6 million and 1.6 million global tablet shipments in the second quarter respectively. All other tablet vendors had a combined 45.6% market share.

IDC Q215 Tablets
iPad sales have declined for six consecutive quarters year-over-year in what has become a stagnated tablet market over the past few years, but that trend could be broken in a few months as Apple is expected to release up to three new iPads in time for the holiday shopping season: iPad Air 3, iPad mini 4 and the much-rumored 12.9-inch "iPad Pro" targeted at professional and enterprise users.
ipadair2ipadmini3Apple's fourth-generation iPad mini could be a miniaturized version of the iPad Air 2, according to Japanese blog Mac Otakara. The report claims that the iPad mini 4 will adopt some of the same features and specifications as the iPad Air 2, including an 8-megapixel rear-facing iSight camera, ultra-thin 6.1mm design and possibly a fully laminated display with anti-reflective coating.

Mac Otakara claims that Apple may release the new iPad mini alongside an A9-based iPad Air 3, contrary to a sketchy report last week from Taiwan's Economic Daily News that said no new iPad Air will be released in 2015 and that the iPad mini 4 could be Apple's last 7.9-inch tablet as the company focuses on its larger-sized iPad Air and much-rumored "iPad Pro" in the future.

KGI Securities analyst Ming-Chi Kuo, who has a respectable track record at reporting on Apple's upcoming product plans, recently issued a note to investors that also claimed the iPad mini 4 will essentially be a smaller version of the iPad Air 2. Kuo did not make any predictions about the iPad Air 3 or the "iPad Pro" in his note, but he has mentioned the latter 12.9-inch tablet in previous notes to investors.

Apple releasing a trio of new iPads later this year -- the iPad Air 3, iPad mini 4 and "iPad Pro" -- could help the company rebound from five consecutive quarters of declining iPad sales. Moreover, while Mac Otakara has a respectable track record reporting about Apple, there is not enough substantive evidence at this time to firmly suggest that all three tablets will actually be unveiled this autumn.
With Apple said to unveil its long-rumored 12.9-inch iPad Pro in November, many assumed that both the iPad mini 3 and iPad Air 2 would see refreshes as well. However, a new report from Economic Daily News [Translation] (via Macotakara [Translation]) says that no new iPad Air will be revealed.

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While the iPad Air 2 may not see a refresh, the iPad mini 4 and iPad Pro will see introductions. Liaoxian Li, investment advisor at Fubon Hardware, tells Economic Daily News that Apple may want the attention on the new iPad Pro and thus will let its main assembly plant for iPads, Foxconn, focus on the Pro to maximize deployment capacity. Li believes a new iPad Air might not be released until 2016. Economic Daily News has a mixed track record on rumors and the accuracy of this particular analyst isn't known.

Additionally, the report claims that the new iPad mini might be the last one as the Apple wants to focus on the two larger iPads in the future. Many people were disappointed with the iPad mini update in 2014, which essentially added Touch ID to the existing iPad mini 2. The next iPad mini will likely be more of an upgrade, with a rumored rear shell featuring iPad Air 2 design elements already making the rounds.

While it's possible Apple won't upgrade the iPad Air 2 this year, the company has been constraining supplies of the iPad Air to third-party retailers, suggesting the iPad Air 2 would become the lower-cost option as an iPad Air 3 slots into Apple's tablet lineup. However, it's possible Apple introduces an iPad Air 3 with minimal additions, as it did with the iPad mini 3.
Insider inventory constraint information from major retailer Target hints at some possible end of life timelines for various products like the iPod, iPad mini 2, and iPad Air, many of which may be discontinued in the near future following the launch of new products.

According to a screenshot of an internal inventory system shared by a Target employee, all models of the iPod are currently constrained by Apple ahead of a rumored update that could come as soon as tomorrow.

targetinventoryconstraints
Images of unreleased iPod touches, nanos, and shuffles were first discovered hidden within iTunes 12.2, and a rumor has suggested the iPod touch could receive a processor upgrade and new color options while the nano and the shuffle might be available in new colorways.

As for the iPad mini 2 and the iPad Air, replenishment of existing stock is currently constrained, with Target aiming to have 1 color in stock at each of its stores. Dwindling in-store stock suggests Apple could be planning to discontinue the iPad mini 2 and the iPad Air following the release of new models, which is expected to happen in the fall.

The iPad mini 2 and the iPad Air may be replaced by the iPad mini 3 and the iPad Air 2 as lower-cost older-generation models following the launch of a third-generation iPad Air and a fourth-generation iPad mini. We haven't heard much on what a third-generation iPad Air might offer, but an A9 processor and Force Touch are solid guesses.

A fourth-generation iPad mini has been rumored to be in the works, with an iPad Air-style redesign that eliminates the mute switch and introduces larger speaker holes. An updated iPad mini would also likely incorporate a much-improved processor, more RAM, and possibly Force Touch.

It is not clear when Apple plans to introduce new iPad mini and iPad Air models, but Target's guess of fall 2015 is a safe bet. For the last several years, Apple has updated its iPad lineup in October or November, and that's when we're likely to see new iPads in 2015. This year's iPad update may include an all new model, the much-rumored larger-screened iPad Pro.
Apple has reached a partnership with mobile connectivity company GigSky to expand Apple SIM cellular data plans to over 90 countries and territories around the world. iPad Air 2 and iPad mini 3 users that have Apple SIM installed can now purchase short-term data plans while traveling in a long list of countries throughout Europe, Asia-Pacific, Africa, South America and other regions worldwide.

GigSky Apple SIM
Apple SIM is now available for purchase at Apple Retail Stores in Australia, Canada, France, Germany, Italy, Netherlands, Spain, Sweden, Switzerland, Turkey, the United Kingdom and the United States. Apple SIM cellular data plans were previously limited to participating carriers in the United States and United Kingdom, including AT&T, Sprint and T-Mobile in the U.S. and EE in the U.K.
"With Apple SIM in iPad Air 2 and iPad mini 3 with Wi-Fi + Cellular models, you get the convenience of choosing a cellular data plan from select carrier partners right on your iPad. And when you travel abroad, Apple SIM gives you the added flexibility to stay connected in more than 90 countries and territories around the world. So when you reach your destination and want to check your email, find directions, or send a message back home, you can purchase a cellular data plan for the duration of your trip — whether it’s a day, a week, or a month."
GigSky cellular data plans are available on a pay-as-you-go basis with no long-term commitments. Exact prices are listed on GigSky's website and vary based based on the country, data amount and length of plan. Given that iPads are unlocked, travelers can also insert a SIM card belonging to a local carrier if preferred.

Apple has posted a full list of countries with Apple SIM coverage on its website.
Typo Innovations today announced that it will begin selling its iPad Air keyboard case at Apple Stores and through its website, according to Re/code. The announcement comes just two days after Typo reached a settlement with BlackBerry that will prevent it from selling Typo for iPhone 6 and iPhone 6 Plus due to its similar look and functionality as the physical keyboard found on most BlackBerry devices.

Typo iPad Keyboard
Typo for iPad Air is a detachable keyboard featuring built-in autocorrect technology and an adjustable stand, although unlike Typo for iPhone, the product enters a market crowded with multiple accessory makers that sell virtually identical keyboards. Typo retails for $189 in the United States and is compatible with both the original iPad Air and iPad Air 2. The company is also accepting pre-orders for an iPad mini version of the keyboard.
Apple today added several iPad Air 2 models to its online store for refurbished products, marking the first time refurbished versions of the iPad Air 2 have been made available for purchase.

Released in October of 2014, the iPad Air 2 features a slimmer body than the original iPad Air, plus a triple-core A8X processor, an 8-megapixel camera Touch ID, and a gapless display with an anti-reflective screen coating.

ipadair2refurbished
Apple is currently offering several refurbished iPad Air 2 models, ranging from the entry-level 16GB Wi-Fi only iPad Air 2 to the 128GB Wi-Fi + Cellular iPad Air 2. All models are discounted by 15 to 17 percent, dropping prices by $80 to $160. For the entry-level Wi-Fi only 16GB model, the discount lowers the price to $419 from the original $499 price tag.

That price point beats many sale prices from third-party vendors, and as with all of Apple's refurbished products, the iPad Air 2 models come with a full 1-year warranty, a new battery, and a new outer shell.

Apple's refurbished inventory fluctuates on a regular basis based on available supply, so models that are available today may not be available tomorrow. The refurbished iPad Air 2 models can be purchased immediately from the online store.

(Thanks, Phil!)