In a note to clients — as noted by MacRumors -- KGI Securities analyst Ming-Chi Kuo predicts we’ll see the rumored 10.5-inch iPad Pro and the Siri-enabled speaker system at next month’s Apple Worldwide Developer Conference. He thinks there’s a 70% chance of the former and better than 50% chance for the latter.
Here’s Kuo’s thoughts on the iPad Pro: “The newly designed 10.5” iPad Pro will have a similar form factor to the 9.7” model, but will feature a larger display thanks to narrow bezels. The new design should improve the user experience and help gain traction in the corporate/ commercial sectors. We forecast 10.5” iPad shipments of 5.0-6.0mn units in 2017F, accounting for 15% of total 2017F iPad shipments.”
And here’s his comments on the Siri speaker: “In our April 28 Insight report (“Apple’s first home AI product to see cyclical shipments of over 10mn units; main competitor is Amazon Echo”), we offered estimates for the new home AI/ Siri speaker line. We also believe this new product will come with a touch panel.”
The 28th annual Worldwide Developers Conference (WWDC) will be held at the McEnery Convention Center in San Jose, California. The conference will run June 5-9 and will focus on the latest versions of macOS, iOS, watchOS, and tvOS.