- 1. When will LTE be available?
- 2. When will the screen resolution double from 768 x 1024 to 1536 x 2048?
- 3. When will NFC (near-field communication) be available?
NEW YORK ( TheStreet) -- Predicting Apple's ( AAPL) next steps for the iPad is a relative walk in the park compared to nailing the details for the iPhone 5, which I wrote about Tuesday. There are only three major variables you need to consider in plotting what will be available in the iPad for the next 20 months:
The first LTE tablets -- presumably from Motorola and Samsung -- will hit the market in July or August, both on Verizon, for starters. Considering that LTE smartphones are already on the market, making an LTE tablet is relatively easy: less battery concern, and no circuit-switched voice complexity to bake into the overall mix. What does this mean for Apple? With multiple LTE tablets in the market by the end of August, why wouldn't Apple make an LTE version of the iPad by September or October? I don't see any reasonable engineering obstacle for this. Doubling the iPad's screen resolution: As with LTE, everybody knows this is coming -- it's only a matter of when. Samsung has stated its intent to double its large tablet resolution some time in 2012. I doubt Apple would be able to do so much earlier than Samsung, and it also takes a new more powerful processor to drive such a high-resolution display. It is therefore unlikely to happen this year. NFC: Research In Motion ( RIMM) will have NFC in its 3G and 4G PlayBook tablets in the September-November 2011 time frame. Google will probably have it starting in November and onwards. There is no good reason Apple shouldn't also have it by this September or October.
What is the bottom line here? All the logic points to Apple making an LTE iPad available no later than September or October. Perhaps it will be called the iPad 3, or perhaps iPad 2 LTE. Apple likes to keep things simple, which would point to iPad 3, but on the other hand nothing, or at least not much, would change to the WiFi-only version of the iPad 2. Perhaps including NFC in addition to LTE would point to calling it the iPad 3. Later, some time between March 2012 and October 2012 -- probably later rather than sooner -- Apple would make the iPad 4 available, and its major feature would be the doubling of the screen resolution from 768 x 1024 to 1536 x 2048. So there you have it: For the iPad, LTE could be available in a model refresh to happen in the next 90 days, whereas a doubling of the screen resolution will more likely follow one year after that. NFC could go either way, but market logic would suggest sooner rather than later. I make it clear that all of this is pure speculation based on publicly available sources. I have not spoken to anybody at Apple, Apple's carrier partners, or Apple's suppliers. At the time of publication, Wahlman was long AAPL, RIMM and GOOG. Readers Also Like: >> 12 Androids Outmuscling Apple's iPhone >> Companies Getting Rich on Slim Jims, Spam