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Display Suppliers' Production Numbers Support Upcoming Boost in iPad 2 Shipments

Last week, DigiTimes reported that Apple would be targeting shipments of 12-14 million iPad 2s during the third quarter of 2011, and a new report backs up that conclusion with claims that Apple's touch panel suppliers pushed out five million units in June and plan to produce another five million in July.
Five million touch sensors for the iPad 2 will be shipped in July, according to sources with Apple's supply chain.

Shipments in June were also five million, with TPK Holding and Wintek supplying 1.4-1.6 million units each and the remaining by Cando, Sintek Photronic and Chimei Innolux (CMI), the sources indicated.
Display production has been one bottleneck for Apple in meeting iPad customer demand, even dating back to the original iPad. Wintek and TPK were Apple's initial suppliers for the touch components, but the company was forced to add additional suppliers such as Cando in order to meet its production goals.

Apple has been said to be soaking up 60% of the global supply of touch panels for 2011, putting pressure on smaller manufacturers who are having a difficult time securing components for their own devices.

Related roundup: iPad Air

Top Rated Comments

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41 months ago
(http://imageshack.us/photo/my-images/26/97469494.jpg/)
Rating: 10 Votes
41 months ago
What was that about a Retina iPad 3 in September?

Edit: Clearly needed a tag
Rating: 5 Votes
41 months ago

Just more proof that there evidently won't be an iPad 3 this year :)


There is absolutely not a single piece of "proof" that an iPad3 was ever coming in 2011. Only rumors from "sources"

Why anyone would actually think that Apple would push out an iPad 3 when the iPad 2 is murdering everyone else INCLUDING the recently pushed-out tablets....is mind-boggling to me.

iPad 2 demand is so strong that they still require 'weeks' to get one online...well ok, 1-2 now.
Rating: 4 Votes
41 months ago
Yeah, I already explained why posting that picture proves nothing. iPad 3 could come out in September and there would still have been more iPad 2s sold in 2011 than any other model. 2011 will be the year of iPad 2 regardless of when iPad 3 is released, even if it's in September.

Posting that picture is a waste of time.
Rating: 3 Votes
41 months ago
The question has to be why would Apple release an iPad 3 so soon? Why would a company who has only just released a sizeable update to a product (anyone who claims it's a minor update is ignoring the facts - much better processor, massively improved graphics performance, cameras, gyroscope and a third thinner!) and can't even yet keep up with demand for that product spend a huge amount of money in order to make that product obsolete? I would understand this if the iPad 2 was selling poorly but it isn't.

There is no argument for this idea that makes any sense. Could it happen? It's not beyond the realms of the possible. But is there any reason to expect it? No. No reason at all.
Rating: 2 Votes
41 months ago
Obviously. The demand for this thing is insane.

Look for reduced notebook sales from the competition over the next 6-12 months.
Rating: 2 Votes
41 months ago
There's a very good reason for Apple to release an iPad 3 as fast as they can manage: It keeps them so far ahead of the competition that they will own 2012 as much as they owned 2011. Android tablets will not stop trying to find a model that works well enough to make inroads in the tablet market. Apple can shock the market by breaking their one-update-per-year cycle that competitors are counting on. If Apple could offer a greatly increased resolution in the process, it would dishearten the competition.

This is the start of the Post-PC era. There's a massive land grab going on right now that will extend for years. The company or companies that grab huge market share in 2011 and 2012 can keep that share for the next decade. Apple's time is now if they keep the pedal to the metal.
Rating: 2 Votes
41 months ago
Just more proof that there evidently won't be an iPad 3 this year :)
Rating: 1 Votes
41 months ago

I dont think it will happen. But I do think there are good reasons for it too happen.

Keeps Apple in the news, keeps them remaining on top and shocks competition with a new product that they are desperately trying to keep up with.

Although I dont think much could change other than the screen for the moment.. or the size. If they released a 7" that to me would be cool for a small ebook reader (wouldnt buy one though as I own the original ipad) doubt they would release a smaller size, doesnt seem to be a demand for it and jobs doesnt like them either.

So possibly either the screen resolution being better with some better graphics I suppose maybe processor bump (small) its quite hard to think what could be a significant change in order to sell a 3rd gen so quick.

Size seems to be the only drastic change that could be made at the moment.


But the costs are massive in developing a new product. This plan would cut off the iPad 2 in its prime and, well, they're already beating the competition handily right now. The gains are tiny but the costs are huge.
Rating: 1 Votes
41 months ago

Although I don't quite agree with the possibility of an iPad 3 release this year, you do make a compelling point here. Maybe a Christmas release?


other than video games who releases anything before christmas?

most of the parts in the ipad 2 come out early in the year for testing and engineering so the product can ship early the next year. not like apple makes or designs most of the internal parts
Rating: 1 Votes

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