Apple’s current 11- and 12.9-inch iPad Pro models According to a report from HanKyung, Apple will reveal its next-gen iPad Pro series in March 2024 at the earliest. It’s expected to come in two sizes, 11 inches, and 12.9 inches, featuring OLED panels supplied by LG Display and Samsung Display. DIGITIMES reports that Apple is preparing to move some 8.5 million OLED iPad Pro units this year. But new hardware alone, Ars Technica‘s Andrew Cunningham writes, won’t solve iPad’s issues. Andrew Cunningham for Ars Technica: ‎ We’ll talk about the specifics of these iPad rumors momentarily, but reading about them got me thinking about what it would take to make me consider an upgrade for either of the iPads currently…

Apple CEO Tim Cook Apple’s biggest risk is not innovating like it used to under Steve Jobs, The Motley Fool‘s Geoffrey Seiler writes this week. The company is also not growing anywhere near as fast as it did under the visionary Jobs. Geoffrey Seiler for The Motley Fool: ‎ Think about it — Apple just hasn’t been growing and innovating like it used to under former CEO Steve Jobs, and its stock multiple is not reflecting that risk. In fact, growth has been pretty lackluster recently. Revenue increased a scant 2% in its most recent fiscal quarter, and sales fell nearly 3% last fiscal year. Meanwhile, its price-to-earnings ratio has tripled since the end of 2011, the year of Jobs’…

For investors looking for tech stocks that they can hold onto for the next decade, Stefon Walters writes for The Motley Fool, Apple and Taiwan Semiconductor Manufacturing Company are options you don’t have to second-guess. Stefon Walters for The Motley Fool: ‎ Unlike many other big tech stocks that saw their stock prices surge through last year, Apple’s stock price growth has lagged. Even still, Apple’s “lagging” is it being up 22% in the past 12 months. Investors have been concerned about Apple’s decelerating revenue growth (particularly with the iPhone), but that’s a cyclical issue that’s been given too much weight. Smartphone sales across the board have been down, but the segment is poised to reverse course soon. It’s a…

Watching “Masters of the Air” with Apple Vision Pro Bloomberg News‘ Mark Gurman’s first takeaway from using the Apple Vision Pro is that a lower-priced future version may eventually replace the iPad. After all, many people buy Apple’s tablets just for these kinds of activities — movies, video chats and basic tasks. Mark Gurman for Bloomberg News: ‎ There’s a lot to digest when using the Vision Pro — the hardware, its setup process and the new operating system — and it’s impossible to provide an in-depth review after one weekend. But my first impressions are that this device is going to be the ultimate movie-watching gadget, a great videoconferencing machine and an alternative to laptops for light computing on…

Apple Vision Pro spatial computer Apple’s Vision Pro spatial computer should sell out soon after it is available, thanks to demand from Apple’s core fans and heavy users, resulting in a longer shipping time, according to TF International Securities analyst Ming-Chi Kuo. Ming-Chi Kuo via Medium: ‎ Thanks to the demand from Apple’s core fans and heavy users, the Vision Pro should sell out soon after it is available for pre-order or sale, resulting in a longer shipping time. If not, Vision Pro may take longer to become a success, which would be detrimental to the short-term stock price performance of Apple and its supply chain. The Vision Pro’s MR/XR specifications and software are well above the industry average, so…

Is 2024 the year Apple’s crippling dependence on China, a situation engineered by CEO Tim Cook, finally blows up? Every move Apple makes to extricate itself from the corner into which Tim Cook painted it — every assembly plant, desperately and late, that’s opened in India, Vietnam, and anywhere outside of China — increases tensions with Chinese Communist Party-controlled China, a country in which Apple depends on maintaining huge iPhone and other products’ sales, but which can be turned off like a spigot at any time the CCP so desires. Max Chafkin for Bloomberg Businessweek: ‎ No American tech company has bet as heavily as Apple Inc. on the economic interdependence of China and the US. Apple needs Chinese workers…