Updated 7/11/18: Uncommonly accurate analyst Ming-Chi Kuo says Apple is preparing 11-inch and 12.9-inch iPad Pros with no home button and Face ID.
When it comes to the tablet market, there’s the iPad and there’s everybody else. Apple dominates the market, especially in the premium price range. To hold on to its position, Apple has been kept things fresh with new models like the 12.9-inch iPad Pro and new technologies like Apple Pencil and ProMotion.
But the fundamental design of the iPad hasn’t changed much in years. That could all change in 2018, as Apple gives use the first holistic new iPad design in a very long time.
Two new iPad Pros with Face ID
Ming-Chi Kuo, an analyst whose contacts throughout the Apple supply chain have made him uncommonly accurate with future product predictions, has a new report out for TF International Securities. Among other things, it claims that Apple is working on a pair of new iPad Pro models.
The new iPad Pro models are said to have a design more like the iPhone X, with thin bezels all around and Face ID in place of a Home button. That doesn't necessarily mean they'll have a taller aspect ratio, of course, as iPads have long enjoyed a more page-like aspect than iPhones. One is said to be an 11-inch model, which would be a half-inch larger than the current 10.5-inch version, and the other is hanging on at 12.9 inches.
Kuo says the new iPads should ship this fall.
Plausible? Honestly, we'd be shocked if the next iPad Pros had a home button and no TrueDepth camera. Apple will need to make Face ID work in any orientation to realistically put it on an iPad, but that seems like a solvable problem. The sizes sound about right, too. Simply making the bezels slimmer on a 10.5-inch iPad would make the screen 11 inches without affecting the actual physical size much at all. The 12.9-inch iPad could maintain the same screen size with smaller physical dimensions by reducing screen size.
We question what else the new iPads could bring. Perhaps an A11X processor? Or would they use the same A12 (or a variant of it) expected in this fall's iPhones?
Affordable iPad for education
This rumor was reported on March 23, 2018.
Mark Gurman of Bloomberg reports that Apple will unveil a new entry-level iPad, with the idea that the device would appeal to the education market. The Bloomberg story does not offer any specifications or pricing.
Plausible? Apple's grip on the education market isn't what it used to be. Google Chromebooks have become popular and have replaced Apple devices in many schools. Apple saw a boost in sales when it reduced the price of the 9.7-inch iPad last year to $329. An iPad under $300 could be a big winner for Apple and help it regain marketshare in education.
New iPad Pro with TrueDepth at WWDC
This rumor was reported on March 7, 2018.
According to a memo from analyst Jun Zhang of Rosenblatt Securities, a new iPad Pro with a TrueDepth sensor (and thus Face ID) is likely to be announced at the WWDC conference in June, and will ship later that month. The iPads will feature a new design with slimmer bezels and no home button, though we expect that, because of the way iPads are held, we can expect a bit more bezel than you find on the iPhone X.
It is not yet known whether the new iPads would feature a "notch" or not, nor are the specs detailed in the memo. We expect the new iPads to feature a processor based on the A11 design, probably and eight-core "A11X." The new iPads are not expected to use OLED displays, however.
Plausible? The timing makes sense. The second generation of iPad Pro tablets were announced at WWDC last year, and Apple seems to have licked its production problems with the TrueDepth module.
EEC approves two new models
This rumor was reported on February 21, 2018.
As first spotted by French site Consomac, the Eurasian Economic Commission has given approval to Apple to sell two new iPad models we've never seen before: A1893 and A1954. The EEC approves the sale of any products with encryption sold in Armenia, Belarus, Kazakhstan, Kyrgyzstan, and Russia.
We can't glean too much from the model numbers themselves—the "A" model numbers cannot be directly translated into any particular feature or specification. But iPads of the same size and generation typically only differ in the last two numbers, meaning that A1893 and A1954 are probably different sizes, not just the Wi-Fi and Cellular versions of the same iPad.
Plausible? Apple often holds an event in March to announce new hardware, but it doesn't do so every year. iPads often feature as part of that announcement. The timing of this certification suggests that Apple will hold a March event again this year and announce two iPads, though that does not preclude the company from also releasing an iPad or two later in the year. The regular lower-cost 9.7-inch iPad may get an annual refresh, and the iPad Mini is long overdue for an update. Apple is also said to be preparing a new high-end iPad with slim bezels and a TrueDepth camera module, though our guess would be that such a product would be announced later in the year.
TrueDepth camera and tabbed apps
This rumor was reported on February 12, 2018.
While we already heard a rumor that the next round of iPads would support Face ID for unlocking, a report on iOS 12 in Bloomberg contains some some confirmation that Apple's tablet will be adopting the iPhone X's unique camera. Mark Gurman reports that Apple is working on a new iPad "that will have the required Face ID camera" to handle Animoji. The precise language here makes it unclear whether the camera will be exactly the same as the one in iPhone X, but the report makes it clear that will have the depth-sensing abilities required for Face ID.
Additionally, Gurman reports on a new iOS feature that could be making its way to the iPad soon: tabbed apps. Similar to the feature on macOS, it would allow users to open multiple windows within an app and navigate between them, much like how it's done using Safari. He says the feature was originally planned for iOS 12's launch in the fall but may have to wait until 2019.
Plausible? Apple generally debuts major features in the iPhone before bringing them to other products in its lineup, so it's expected that the TrueDepth camera will make its way to the iPad sooner rather than later. It would be somewhat of a surprise for the tablet to pick it up before the entire iPhone line does, but this rumor is still very believable. However, we don't expect the iPad to adopt an iPhone X-like notch anytime soon.
A sub-$300 9.7-inch iPad in the works?
This rumor was reported on Dec. 1, 2017.
According to DigiTimes, who cites "sources from related upstream suppliers," Apple wants to release a new, cheaper 9.7-inch iPad in 2018. The sources claim the model would start at around $259. That's considerably cheaper than the already rather affordable $329 iPad Apple sells today.
No specs or details were given, just an estimated arrival of "second quarter of 2018."
Plausible? Apple's iPad sales have been in a slow downward slide from its heights in 2014, but have started to recover this year thanks in large part to the new lower-priced $329 model. It makes sense for Apple to keep the price pressure on.
This may not be a new model, but just a tweaked version of the current model expected to sell at a lower price, with more advanced iPads and iPad Pros (see rumors below) filling out the rest of the pricing stack.
New A11X processor
This rumor was reported on November 28, 2017.
Recent iPad models have come equipped with new A-series chips based on the same architecture that debuted in the previous year’s iPhones. For example, the A10 found in the iPhone 7 and 7 Plus has two high-performance CPU cores and two high-efficiency cores, a six-core graphics processor, and up to 3GB of RAM. The A10X found in the iPad Pro has three high-performance and three high-efficiency cores of the same architecture, a 12 graphics cores, and up to 4GB of RAM.
Citing sources within the Apple supply chain, Chinese site MyDrivers claims that the A11X will have three high-performance CPU cores (up from 2 in the A11), five high-efficiency cores (up from 4 in the A11), and will be built using TSMC’s upcoming 7nm manufacturing process. The A11 is built on a 10nm process—currently cutting-edge.
There is no mention of this, but it almost goes without saying that the new chip will once again include more RAM and more graphics cores, too. It would be really weird if it didn’t.
Face ID and slim bezels, but no OLED
This rumor was reported Oct 9, 2017.
KGI Securities analyst Ming-Chi Kuo, who regularly leaks upcoming Apple device details based on conversations with Apple’s suppliers, believes that at least one model of iPad in 2018 will take its cues from the iPhone X.
That is, it will have greatly reduced bezels and the TrueDepth camera system with Face ID, doing away with Touch ID.
Building TrueDepth into the iPad will be a little trickier than the iPhone, however. While the “default” way to hold an use the iPhone is in portrait orientation (the iPhone X’s home screen doesn’t even rotate), the iPad is regularly used in both portrait and landscape modes for nearly all tasks, with most apps made to work in either orientation. Face ID will have to be adjusted to work whichever way you hold your iPad, and Apple will need to come up with a solution that wont’ easily be blocked by your hands holding on to the sides of the device.
While the iPhone X has an OLED display, the new iPad is expected to keep its LCD. There are no 120Hz mobile OLED panels yet and Apple will want to keep the ProMotion feature. And besides, an OLED display that large would be quite expensive.