Neil Hughes
Investors remain concerned that Apple may not be able to produce enough second-generation iPad mini units with Retina displays, with one analyst on Monday predicting that the company may not be able to ramp up production to satisfactory levels until next year.
Second-generation iPad mini mockup by Martin Hajek.
Timothy Arcuri of Cowen and Company said in a note to investors that he doesn't expect production of the anticipated second-generation iPad mini to ramp up until early 2014. He believes that supplies ahead of the holiday shopping season may be tight, as Apple could face issues in producing high-resolution Retina displays for its 7.9-inch tablet.
As a result, he believes total iPad shipments for the holiday quarter may be around 23 million — a number that would be just slightly higher than the 22.9 million units Apple sold in the same quarter a year ago.
Arcuri isn't the only one who expects Apple may face production issues cramming more pixels into the iPad mini's display. Word from Apple's supply chain for months has suggested that there may be yield issues at play in developing a 7.9-inch Retina display en masse.
If production of the Retina iPad mini is limited, Arcuri still expects strong demand for the company's anticipated redesign of the fifth-generation iPad. Numerous rumors and leaks have suggested the new full-size iPad will be lighter, thinner, and sport smaller side bezels.
Arcuri noted that a complete redesign of the 9.7-inch iPad would be the first such upgrade in years, which could offset cannibalization from the 7.9-inch iPad mini. Both the fifth-gen iPad and second-gen iPad mini are expected to be unveiled by Apple at a media event on Tuesday at 10 a.m. Pacific, 1 p.m. Eastern.
The analyst said Monday that he also expects Apple to announce availability for OS X 10.9 Mavericks, the next major upgrade to the Mac operating system, as well as new MacBook Pro models running Intel's latest Haswell processors. Those predictions are largely in line with general expectations heading into the event.
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56 Comments
No. Really. Apple is predicted to have the same thing happen to them that always happens to them?
Fire who said this. Jail who said this. I want a public shaming and a huge letter ‘A’ burnt into his forehead. Red and raw the rest of his life.
Modern day effing scarlet letter.
And the dance begins. This is so typical of the pundits etc that it's almost a joke, meme worthy even. They go full guns on baseless ideas of how far Apple might go and then they push out 'issues' to cover their butts when it turns out they are wrong. Just wait, tomorrow there will be no retina iPad Mini, because Apple was likely never planning to make one at this time if ever. And there will be scads of articles about the exact issues that prevented it. Same if there is no Touch ID, no Gold back, no 802.11ac or whatever else.
So they are just handing the small tablet market to Google for now. It's a shame they can't overcome the technical problems with iOS to release a modern small tablet.
Go Schmidt all over C|Net, you useless idiot.
They said that about the 5s, and every product that was about to come out. No accountability to any of these rumors.