Rosenblatt Securities


'Rosenblatt Securities' Articles

iPad Pro With Face ID Will 'Likely' Debut at WWDC 2018 in Early June

Apple's rumored iPad Pro with Face ID will likely be released in the second quarter of 2018, according to Rosenblatt Securities analyst Jun Zhang. iPad Pro with Face ID mockups via Ben Geskin and Carlos Guerra If accurate, the timeframe suggests Apple will unveil the new iPad Pro models at its annual Worldwide Developers Conference, which will likely take place June 4-8 at the McEnery Convention Center in San Jose, California. Apple similarly unveiled its current iPad Pro lineup at WWDC last year. Zhang expects the revamped iPad Pro to have slimmer bezels and no home button, in line with the iPhone X. The revamped design will likely be featured on both the 10.5-inch and 12.9-inch iPad Pro, although his research note didn't specify. Apple's plans to release an iPad Pro with Face ID were first revealed by KGI Securities analyst Ming-Chi Kuo, who said the refresh would occur in 2018. Bloomberg's Mark Gurman was a bit more specific, noting the iPad Pro with Face ID would debut "a little more than a year" after the current models. The 10.5-inch iPad Pro and second-generation 12.9-inch iPad Pro launched in June 2017, so it's not entirely clear if "a little more than a year" meant WWDC 2018 or Apple's annual September event where it introduces new iPhones. The new iPad Pro models will likely retain LCDs instead of OLED displays due to supply, cost, and technological constraints. It's unclear if the tablets will have a notch for the TrueDepth sensor housing, or if the device will have uniformly slim bezels on all four sides with enough room for the components. A

Apple's iWatch Said to Feature Round Design, Production May Start This Summer

Based on Taiwanese supply chain sources, analyst Brian Blair of Rosenblatt Securities believes Apple's iWatch will feature a round face, similar to a traditional watch (via Business Insider). The iWatch design will resemble Motorola's Moto 360 smart watch, with the Apple version shipping with a slimmer profile. Traditional watch-style iWatch concept based on TRIWA's Havana Nevil Brown watch, by Gábor Balogh Apple may begin production of the iWatch in late July, with the goal of producing up to 21 million units in the second half of 2014, claims Blair in a research note to investors. AppleInsider also highlights Blair's claim that Apple may partner with Quanta Computer to produce the smart watch device, instead of Foxconn which may be busy manufacturing the iPhone 6. Quanta's involvement in iWatch production has been rumored since last August. Blair's sources also believe Apple may be producing multiple models of the iWatch, including one that features a sapphire display cover. This information echoes an earlier report from KGI Securities analyst Ming-Chi Kuo, who claimed the iWatch may ship at various price points and in a variety of materials that allow the smart watch to compete with both low- and high-end watches. Apple's iWatch is currently expected to arrive near the end of 2014, with a fashionable design and biometrics that provide basic health monitoring features. It likely will sync with an iOS device sharing data with iOS apps, including the new Healthbook app that is expected to debut in iOS 8. Though an iWatch announcement is not expected for WWDC,