Core Insights - Apple is developing a significant thermal upgrade for the iPad Pro product line, planning to introduce a VC (Vapor Chamber) thermal management system with the M6 iPad Pro, expected to launch in Spring 2027 [2][8] - The VC technology aims to address overheating issues in high-performance scenarios, particularly for professional users [6][9] - The M6 chip, built on TSMC's 2nm process, is anticipated to enhance energy efficiency by 20%-30% and improve graphics and AI performance [8][9] Thermal Management Industry Conference - The 2025 Thermal Management Industry Conference will cover six major themes, including liquid cooling technology and thermal management in consumer electronics [4][14] - Key companies like Feirongda, Weibo Chi, and Sique New Materials will showcase their latest products at the conference [4][14] VC Technology and Market Implications - VC technology has been previously utilized in the Android ecosystem, but Apple's refined design may achieve a better balance between slim form factors and thermal efficiency [11] - The introduction of VC technology in iPad Pro could redefine performance standards for lightweight devices, potentially influencing future products like the MacBook Air [9][11] - The supply chain for VC technology is expanding, with a 23% year-on-year increase in copper foil procurement for the M6 iPad Pro [11] Industry Players and Innovations - Domestic companies are progressively filling the supply chain gaps for VC technology, supporting the thermal management needs of Apple and other tech giants [12] - Companies like Guangdong Sique New Materials and Shenzhen Weibo Chi are focusing on advanced thermal management materials and solutions [28][18]

Core Insights - The next generation iPad Pro is set to feature a significant upgrade with the introduction of VC cooling technology, which will help maintain high performance while allowing for a thinner design [1] Group 1: Product Development - Apple has already revamped the cooling system for the M4 iPad Pro, but aims to further enhance performance with the VC cooling system in the upcoming M6 iPad Pro [1] - The VC cooling system was first implemented in the iPhone 17 Pro and iPhone 17 Pro Max, effectively eliminating overheating issues during regular use, particularly beneficial for gaming [1] Group 2: Upgrade Cycle - Currently, Apple's upgrade cycle for the iPad Pro is approximately 18 months, suggesting that the VC cooling system may be introduced around spring 2027 [1]