At present, Apple (NASDAQ:AAPL) and Samsung's (NASDAQOTH:SSNLF) largest tablets run about 10-inches. Next year, however, those models could look tiny -- various reports have indicated that both companies plan to unveil 12-inch tablets sometime next year. The introduction shouldn't be too surprising, Fool contributor Sam Mattera says in the following video -- lighter and thinner tablets have made larger form-factors possible. Yet, if it becomes a trend, the true winner could be Microsoft (NASDAQ:MSFT), Sam says.
A 12-inch iPad Pro could be sold at a premium, and help Apple boost its gross margin, but a 12-inch Surface could be far more substantial to Microsoft's bottom line. The laptop/tablet hybrid model Microsoft has been trying to push with its Surface tablets would be far more feasible with a 12-inch display.
Sam Mattera has no position in any stocks mentioned. The Motley Fool recommends Apple. The Motley Fool owns shares of Apple and Microsoft. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.