Core Insights - Apple is facing development challenges in its effort to reshape the iPad category with a giant foldable screen, potentially delaying the product launch from 2028 to 2029 or later [1] - The anticipated price of the device is around $3000, which is significantly higher than the current iPad Pro [2] - The foldable iPad project is part of Apple's strategy to innovate in the market, alongside the recent launch of the redesigned iPhone Air [1][2] Development Challenges - The development of the 18-inch foldable display technology has proven to be complex and costly, leading to a projected price approximately three times that of the 13-inch iPad Pro [2] - Concerns have been raised regarding the weight of the foldable iPad, with current prototypes weighing around 1590 grams, comparable to a MacBook Pro, while existing iPad Pro models weigh between 450 grams and 590 grams [2] - The foldable iPad prototype lacks an external screen and resembles a Mac laptop when closed, expanding to a size similar to a 13-inch laptop when opened [1] Market Context - Apple aims to revitalize its iPad product line, which has seen declining demand as consumers increasingly opt for Mac computers [2] - Despite a potential sales rebound for iPads this year, sales are expected to remain below the historical peak reached in 2021 [2] - Competitors like Samsung, Google, Motorola, and Huawei have validated consumer interest in foldable devices, indicating a market for products that combine large screens with portability [3] Innovation and Strategy - The foldable iPad is expected to showcase Apple's technological capabilities and competitiveness in the growing foldable device market [3] - Apple has a history of long-term research and development for major projects, but it also demonstrates flexibility in adjusting strategies based on commercial viability [3] - Recent project cancellations, such as the autonomous vehicle initiative and the lightweight version of the Vision Pro headset, highlight Apple's willingness to terminate projects that do not meet business potential [3]
苹果18英寸折叠iPad面临技术挑战,上市或推迟至2029年后