Shulou(Shulou.com)11/24 Report--

Thanks to CTOnews.com netizen Xiao Zhan for the clue delivery! CTOnews.com, January 30 (Xinhua)-- Tianfeng International Guo Mingyi today released a survey of Apple's new iPad products, including an iPad folding screen expected to be launched in 2024 and a carbon fiber support frame. In addition, iPad may not have new products in the next 9-12 months, and the new iPad mini 7 is more likely to be mass produced in Q1 in 2024.

Guo Mingyi said that Anjie Technology is the new beneficiary of the newly designed folding iPad. IPad may not have new products in the next 9-12 months (the new iPad mini is more likely to be mass-produced in 1Q24), so iPad shipments in 2023 are conservative, and shipments are expected to decline by 10-15 YoY. However, take a positive look at the 2024 folding iPad and expect the product to benefit shipments and improve the product portfolio.

CTOnews.com learned that Guo Mingfu's latest survey shows that the folding screen iPad will be equipped with a support frame made of carbon fiber, which can make the support frame lighter and more durable. Anjie Technology is a polishing and fitting supplier of folding iPad carbon fiber support frames, and is expected to continue to benefit from the new trend of folding devices equipped with support frames in the future.

Guo Mingyi said earlier that Apple is developing a new iPad mini, with a new processor as its main selling point. Apple is not expected to replace iPad mini with folding iPad in 2025, because folding iPad should be significantly more expensive than iPad mini, which doesn't make sense.

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