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13-inch iPad

Apple, IBM deal set to “expand”: Will 13-inch iPad model help?

13-inch iPad Review

One prominent UBS analyst thinks both companies have something to win out of their mobile enterprise app partnership. But could a larger iPad “Pro” model hold the key?

13-inch iPad

Apple’s deal with IBM may soon expand, as rumors continue to swirl that a larger 13-inch iPad aimed at enterprise users could land later this year.

UBS analyst Steve Milunovich said in a note to investors that he believes Apple and IBM will expand their mobile enterprise app offering to the wider enterprise beyond its initially-chosen verticals.

To recap: Apple and IBM are rolling out more than 100 exclusive industry-specific apps for iPhones and iPads. So far, the deal has seen 22 apps developed for seven crucial vertical industries, as of its fiscal first quarter earnings. Apple said it will add three more verticals, including healthcare.

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Milunovich said there is “upside potential” to the deal “given the importance of mobile to IBM and enterprise to Apple.”

“Now we hear that IBM will be adding horizontal apps as well over time, such as supply chain capabilities,” the note read. “IBM has been backing into applications through its [software-as-a-service] acquisitions and analytics expertise; this could be powerful.

Milunovich speculated that a larger 13-inch iPad could “play into the enterprise push.”

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Image Source:Mike Lau