iPad Pro Major Upgrade: TSMC, Largan, GSEO to Benefit

According to reports, Apple is expected to unveil a significantly redesigned iPad Pro as early as September 2025, introducing the powerful next-generation M5 chip and, for the first time, a dual front-facing camera setup. The upgrade aims to elevate both AI capabilities and imaging performance, potentially driving a new wave of demand.

Industry sources reveal that the upcoming iPad Pro will feature front cameras optimized for both portrait (vertical) and landscape (horizontal) orientations. This innovation addresses user convenience during video calls and photo-taking without the need to adjust the device's position. In comparison, the current M4-powered iPad Pro is equipped with only a single front-facing camera, primarily designed for landscape use. Notably, the existing Face ID already supports multi-angle unlocking, but the dual-camera system is expected to further enhance user experience, especially in AI-driven applications.

Apple has already transitioned the iPad Pro to OLED displays and a thinner chassis in its previous generation. Now, the hardware refresh reportedly includes the TSMC-exclusive M5 chip built on the N3P process, promising at least a 10% performance boost over the M4 chip.

Analysts previously predicted that, based on Apple's 18-month product cycle, the M5-equipped iPad Pro would enter mass production in the second half of 2025, with an official release likely in September or October.

Assembly will continue to be handled by Foxconn, while the dual front camera modules are said to be supplied by Largan Precision and Genius Electronic Optical (GSEO). With the addition of a second camera, demand for optical components is expected to rise, doubling business opportunities for lens manufacturers.

Additionally, growing consumer interest in devices that serve both professional and entertainment needs is expected to drive stronger pull-in demand from the supply chain, potentially sustaining momentum into early next year.