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Tuesday, July 05, 2011, 08:05 am
Suppliers to ship Apple 5M iPad 2 touch sensors in July as demand continues
Consumer demand for the iPad 2 has shown no signs of slowing down, as component suppliers are reportedly set to ship 5 million touch sensors to Apple this month.That number would match the total number of touch sensors suppliers shipped to Apple in June, according to DigiTimes. The Taiwanese industry publication reported the number on Tuesday, citing sources in Apple's supply chain.
In June, TPK Holding and Wintek were said to have each shipped between 1.4 million and 1.6 million touch panel units to Apple. The remaining supply reportedly came from Cando, Sintek Photronic and Chimei Innolux.
Chimei Innolux first began supplying touch sensors to Apple in June after it recently began the development of such hardware. Chimei is now a one-stop shop for panel production and touchscreen components, even offering assembly through a partnership with Foxonn.
Apple struggled to meet demand for the iPad 2 when it first went on sale in March. But in the subsequent months, Apple has added a number of additional component suppliers and constraints have been minimized.
With enough touch panels to build 5 million iPad 2 units this month, Apple would be well on its way to shipping a forecasted 14 million units of it touchscreen tablet next quarter. Last week, DigiTimes said suppliers believed Apple would ship between 7 million and 9 million iPad 2 units this quarter, increasing to between 12 million and 14 million next quarter.
For comparison, Apple shipped 4.69 million total iPads in the March quarter. That number, affected by constraints during the launch window, was considered by Wall Street to be a mild disappointment.
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Previous Comments View All
Quote:
Originally Posted by AppleInsider 
Consumer demand for the iPad 2 has shown no signs of slowing down, as component suppliers are reportedly set to ship 5 million touch sensors to Apple this month.
Consumer demand for the iPad 2 has shown no signs of slowing down, as component suppliers are reportedly set to ship 5 million touch sensors to Apple this month.
I believe it. The Koreans continue to line up by the dozens every morning at Christina Mall's Apple Store to buy their full allotment and ship them out. I thought iPad was in full supply now but that they're still being lined up for tells me no, and Apple can make more of them.
http://forums.macrumors.com/archive/...t-1125547.html
Quote:
Originally Posted by nvidia2008
I predict 60 million iPads sold in 2011. Amazing when you think about it.
I predict 60 million iPads sold in 2011. Amazing when you think about it.
They probably did around 10mil in the first half of the year, so they'd have to ship 50mil in the second half. Assume that next month they're shipping 5mil, that would leave 45mil units in 5 months, so they'd have to up the next month to 7mil.
If they stay at 5 mil a month for 2 months, they'd need to average 10mil a month for the rest of the year.
I'd say 40mil is plausible though.
<duplicate post>
I am kinda thinking that Apple is gonna start slowing down their new phones, pads and even Macs to a two year release cycle. That is after this years release.
It is very obvious that it is a whole lot harder to copy Apple's products than most companies thought, other than an obvious copy (cough, Samsung).
And once Apple finally gets the courts to protect their Patents, there will be no way to beat them.
Also, Apple still has a lot of stuff up their sleeves.
It is just so many things that they have on their table or plate. You can only stretch Jonny Ive's imagination so far for the new designs.
Quote:
Originally Posted by cloudgazer
They probably did around 10mil in the first half of the year, so they'd have to ship 50mil in the second half. Assume that next month they're shipping 5mil, that would leave 45mil units in 5 months, so they'd have to up the next month to 7mil.
If they stay at 5 mil a month for 2 months, they'd need to average 10mil a month for the rest of the year.
I'd say 40mil is plausible though.
They probably did around 10mil in the first half of the year, so they'd have to ship 50mil in the second half. Assume that next month they're shipping 5mil, that would leave 45mil units in 5 months, so they'd have to up the next month to 7mil.
If they stay at 5 mil a month for 2 months, they'd need to average 10mil a month for the rest of the year.
I'd say 40mil is plausible though.
If they are doing 5M in June and July as some of the rumors suggests then 60 seems on target if we consider less sales at the beginning of the year and countering with more sales near the end of the year for the Holiday shopping season.
Apple sold almost 5 million iPads for the first quarter of the calendar year with the iPad 1 coming to an end and the iPad 2 production ramping up so I don't think we can expect a flat 5 Million for it's first full quarter.
Quote:
Originally Posted by ktappe
I believe it. The Koreans continue to line up by the dozens every morning at Christina Mall's Apple Store to buy their full allotment and ship them out. I thought iPad was in full supply now but that they're still being lined up for tells me no, and Apple can make more of them.
http://forums.macrumors.com/archive/...t-1125547.html
I believe it. The Koreans continue to line up by the dozens every morning at Christina Mall's Apple Store to buy their full allotment and ship them out. I thought iPad was in full supply now but that they're still being lined up for tells me no, and Apple can make more of them.
http://forums.macrumors.com/archive/...t-1125547.html
I saw the line when I went to that Apple store last weekend. It's insane that after all these months there are still lines for iPads.
Quote:
Originally Posted by juandl
I am kinda thinking that Apple is gonna start slowing down their new phones, pads and even Macs to a two year release cycle. That is after this years release.
It is very obvious that it is a whole lot harder to copy Apple's products than most companies thought, other than an obvious copy (cough, Samsung).
And once Apple finally gets the courts to protect their Patents, there will be no way to beat them.
Also, Apple still has a lot of stuff up their sleeves.
It is just so many things that they have on their table or plate. You can only stretch Jonny Ive's imagination so far for the new designs.
I am kinda thinking that Apple is gonna start slowing down their new phones, pads and even Macs to a two year release cycle. That is after this years release.
It is very obvious that it is a whole lot harder to copy Apple's products than most companies thought, other than an obvious copy (cough, Samsung).
And once Apple finally gets the courts to protect their Patents, there will be no way to beat them.
Also, Apple still has a lot of stuff up their sleeves.
It is just so many things that they have on their table or plate. You can only stretch Jonny Ive's imagination so far for the new designs.
Macs and even iPods can go down to a 2 year cycle because both brands are very mature but the iPhone and iPad aren't mature and set enough in their perspective markets to be able to afford 2 year model cycles.
Quote:
Originally Posted by solipsism
If they are doing 5M in June and July as some of the rumors suggests then 60 seems on target if we consider less sales at the beginning of the year and countering with more sales near the end of the year for the Holiday shopping season.
If they are doing 5M in June and July as some of the rumors suggests then 60 seems on target if we consider less sales at the beginning of the year and countering with more sales near the end of the year for the Holiday shopping season.
That's production numbers not sales, and it may well already include inventory building for the holidays. 5mil per month production would deliver 60mil over a full year, but they don't have a full year of that. Unless they can get productiion up to around 10million per month by September or October at the lastest they can't hit 60mil this year- and that just seems impossible.
Quote:
Originally Posted by cloudgazer
That's production numbers not sales, and it may well already include inventory building for the holidays. 5mil per month production would deliver 60mil over a full year, but they don't have a full year of that. Unless they can get productiion up to around 10million per month by September or October at the lastest they can't hit 60mil this year- and that just seems impossible.
That's production numbers not sales, and it may well already include inventory building for the holidays. 5mil per month production would deliver 60mil over a full year, but they don't have a full year of that. Unless they can get productiion up to around 10million per month by September or October at the lastest they can't hit 60mil this year- and that just seems impossible.
You think there is evidence to suggest that they can't sell as many as they can make?
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I predict 60 million iPads sold in 2011. Amazing when you think about it. As for the so-called "iPad 3" out this year, to that I say, pffft as if. Apple would have to not only release OS X Lion, new MacBooks, MacBook Airs, Mac mini and Mac Pro, iOS 5 and all the updated iPhone 3GS/ 4GS/ 4S/ 5/ for GSM/ CDMA/ TDCDMA, new iPods and iPad 3 in the space of less than five months (since December is out, too late in the buying season). Apple can do all the above, except for the addition/ switch to iPad 3. That's just one leap too far.