iPad Pro With M5 Chip to Enter Mass Production in 2H25 [Kuo]

Apple's next generation iPad Pro with M5 chip is expected to enter mass production in the second half of 2025, according to a new report from TF International Securities analyst Ming-Chi Kuo. This timetable would suggest a release date in late 2025 or early 2026.

In a post today, Kuo says BYD Electric will assemble the M5 iPad Pro and will also become the exclusive assembler for the rumored display-equipped HomePod.

Following its role in assembling iPads, the company has secured another new assembly order from Apple, further strengthening its position as a key assembly supplier in Apple's supply chain


Additionally, Kuo predicts that Tianma Microelectronics will be the exclusive panel supplier for the display-equipped HomePod, giving the company significant growth potential in the future.

The Chinese smartphone market is expected to recover from its decline and return to growth (approximately 2–4% YoY) in 2025. Additionally, the company's increasing market share in smartphone OLED panels will contribute positively to its 2025 business outlook.

If you're interested in a new iPad Pro, the current generation M4 iPad Pro is on sale this holiday season starting at $899 ($100 off). Please download the iClarified app or follow iClarified on Twitter, Facebook, YouTube, and RSS for more iPad and HomePod updates!