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Apple Said to Be Targeting Fall 2014 Launch for 12-Inch iPad Focused on Enterprise

Amid rumors of a larger "iPad Pro" perhaps arriving in 2014 with a larger display in the range of 12-13 inches, Evercore analyst Patrick Wang yesterday released a research report indicating that supply chain sources are indeed supporting the circulating claims.

According to Wang's sources, Apple is looking to launch a 12-inch iPad in the fall of this year, targeting enterprise with a new "hybrid" device intended to bridge the gap between tablets and notebooks. Wang believes that the larger iPad will unsurprisingly also include a new A8 processor from Apple that may be a quad-core chip, as well as increased storage.
Arriving in fall ‘14, Apple goes Enterprise with an 12” iPad. Powered by the A8 chip (perhaps 4C), this expands ARM’s reach and, once again, transforms the traditional notebook market as we know it.

- Expect a 2-1 hybrid – think iPad + MBA – similar to how most iPads are used in the workplace and in the same spirit of MSFT’s Surface.
Wang points out that bill-of-materials estimates peg the cost of the Intel processors used in the MacBook Air in excess of 20% of the machine's cost, while the ARM processors used in Apple's iPad represent only about 5% of total cost for high storage capacity models. The much lower pricing for Apple's A-series chips could allow the company to pose a serious threat to the business notebook market for those applications where a new and larger iPad would be appropriate.

evercore_mba_ipad_bom
In his note, Wang points out that Apple faces two primary challenges in penetrating the enterprise notebook market with a larger iPad. The first is storage capacity, with the current iPad maxing out at 128 GB, while the second is support for the full Microsoft Office suite that is entrenched in the enterprise market. Microsoft has been reported for some time to be working on a version of Office for iPad, and the most recent reports have indicated that it could arrive in fall of 2014 following completion of the "Touch First" interface for Windows earlier in the year.

Related roundup: iPad Air

Top Rated Comments

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15 weeks ago

i can't take any source seriously whose name is wang.

I just start laughing.


Or this.
Rating: 34 Positives
15 weeks ago
What do Klingons and Apple have in common?

They're both targeting launches that focus on Enterprise.
Rating: 20 Positives
15 weeks ago
If this doesn't run full Mac OS, it's useless as every other iPad.
Try to copy an image from your Mac to your iPad (using the moronic iTunes)
and do something with your image on your iPad.

Hardware is amazing, but their iOS is just purely unbelievably bad.
How can you not include any file system? How am I supposed to deal with my
files? Save a copy under each student written application?

Apple, please stop thinking all the users are stupid and bring back
full functionality to your great devices! So sick of your limitations.
Rating: 19 Positives
15 weeks ago
I thought that Tim Cook made it abundantly clear that Apple wouldn't be heading in the "Surface direction" with their product line, because it ends up compromising both tablets and laptops when you do so. I swear he said that during the Mavericks unveil back in June or July.
Rating: 14 Positives
15 weeks ago
I can't take any source seriously whose name is Wang.

I just start laughing.
Rating: 11 Positives
15 weeks ago


Try to copy an image from your Mac to your iPad (using the moronic iTunes)
and do something with your image on your iPad.


This is very easy to do, just toss the image into your Photo Stream and it will appear on all of your devices.


Hardware is amazing, but their iOS is just purely unbelievably bad.
How can you not include any file system? How am I supposed to deal with my
files? Save a copy under each student written application?


I used to feel the same way you do. I have come to realized that it just requires a different way of thinking. Create a document in Pages and it is automatically saved in the cloud, easily accessible on all of your devices. A file system is no longer needed. I understand more advanced users may still require a file system for certain activities. (I am a web developer and couldn't dream of working in an environment without one.) But iPads are not meant to be used for those kinds of activities.


Apple, please stop thinking all the users are stupid and bring back
full functionality to your great devices! So sick of your limitations.


Again, if you asked me a few years ago I would be fighting the good fight with you. I am getting older now, and I want things to just work. My time is valuable and I don't want to waste it configuring options and setting things up. I have to applaud Apple, it is challenging to create programs that are easy to use yet very powerful.
Rating: 10 Positives
15 weeks ago
You guys misunderstood the meaning of 2-1 Hybrid:

2gb - 1gb = 1gb RAM

:D
Rating: 9 Positives
15 weeks ago

Microsoft has been reported for some time to be working on a version of Office for iPad


Tim Cook: Hey Microsoft! Hurry with that version of Office for our device that we hope will kill yours and every other windows tablet out there.

Yeah right, that'll happen now. Geezus, Analysts are really stoopid.

Apple better polish up their PlaySkool version of iWork.
Rating: 9 Positives
15 weeks ago

If this doesn't run full Mac OS, it's useless as every other iPad.
Try to copy an image from your Mac to your iPad (using the moronic iTunes)
and do something with your image on your iPad.

Hardware is amazing, but their iOS is just purely unbelievably bad.
How can you not include any file system? How am I supposed to deal with my
files? Save a copy under each student written application?

Apple, please stop thinking all the users are stupid and bring back
full functionality to your great devices! So sick of your limitations.


LOL! :D (It's so true all one can do is laugh).

I use an iPad as a "field" device for work. Holy crap... the hoops I have to jump my freaking files through just to get them converted and usable by other apps.
Rating: 9 Positives
15 weeks ago
This analyst is so clueless if he really thinks Office is all it takes to conquer the enterprise IT market. There is so much more to it. Central administration, integration into the Microsoft server landscape, software distribution, enterprise-friendly license models, hardware distribution channels, enterprise-level support etc.

Apple isn't after enterprise, they know it's not their expertise.
Rating: 8 Positives

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