Monday, October 24, 2016

KGI: issues’ that is iPad Air 3 to become launched in 1st 50% of 2016, ‘unlikely to possess 3D Touch due to manufacturing

KGI’s Ming-Chi-Kuo has gone out having a group of study records today outlined by ‘iPad Air 3’ predictions. Somewhat, the most recent 9.7-inch Apple pill is likely to be-released within the 1st 50% of 2016, possibly at the March occasion we’ve pinned to incorporate the Apple Watch 2 having a feasible look of the 4-inch iPhone 6c. The negative information is the fact that like the iPad Pro, the brand new iPad Air 3 isn’t prone to have 3D Touch, which is just a large area of the new iPhone 6s/Plus encounter, based on the expert…

…new iPad Air 3 in 1H16F improbable to function 3D Touch. We predict that iPad Air 3 may choose to not function 3D Touch due to manufacturing issues.While we believe the 3D Touch supply-chain created more to prevent shortages within the first stages, slower end product need and enhanced backend construction produce have led to the present large stock. We think 3D Touch supply-chain capability usage happens to be less than maximum degree of 30% as 1Q16 need appears to slow on seasonality and opposition from different manufacturers’ new versions, and that’ll last through 1Q16.

A 1st half 2016 launch screen may also contain early July’s WWDC which can be a great place to emphasize extended abilities of iOS 10.

Kuo also handled about the approaching iPhone 7 that’ll obviously make use of the 3D Touch engineering that was same whilst the iPhone 6s.

iPhone 7 in 2016F to make use of 3D Touch answer of comparable engineering & framework as iPhone 6s;

3D Touch to enhance user-experience of touch-panel long haul, but gained’t lead significantly to near-term deliveries. We believe just more apps helping ongoing enhancement and 3D Touch of 3D Touch UI style may help improved utilization of 3D Touch. 3D Touch among the most unfortunate manufacturing bottlenecks in iPhone 6s supply-chain; present stock greater than other elements that are general.

In another customer notice, KGI reiterated (within the aftermath of the bearish Morgan Stanley statement recently) that it expected less than anticipated iPhone deliveries for 2016.

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