Hachi was here. 55% confidence
OLED Screen Upgrades Drive Premiumization
Multiple articles confirm OLED iPad mini is proceeding toward launch with explicit mentions of 'prices continue to rise' and a 'price surge,' which supports the premiumization thesis, but the timeline has slipped well beyond the original six-month window (originally predicted by ~April 2026, now reports point to October 2026 launch, nearly a year out) and hard ASP data is absent. This partial delay combined with lack of concrete pricing/ASP figures makes the evidence suggestive but not conclusive.
What would prove this wrong
Apple's iPad and MacBook average selling prices hold flat or decline despite OLED rollout, or if OLED adoption in these product lines stalls or is delayed beyond the near term.