Apple Pulls Back on iPad 2 Display Orders as iPad 3 Production Begins to Ramp Up
Digitimes reports that Apple has pulled back on its fourth-quarter orders for iPad 2 display panels, although the reduction appears to be part of an overall strategy to prepare for the launch of the iPad 3 early next year rather than a shortfall in customer demand. According to the report, Apple stockpiled components for an extra 4-5 million iPad 2 units during the third quarter, allowing it to reduce its orders for the fourth quarter.
Sales of iPads at the end market totaled 11.12 million units in the third quarter of 2011, according to data released by Apple. However, inventories of parts and components prepared by the makers in the supply chain for the production of iPad 2 in the quarter are sufficient for the production of 15-16 million iPads, leaving a stockpile of 4-5 million units of iPad 2 in the supply chain, the sources noted.
That explanation is in line with claims from analyst Chris Caso following rumors in late September that Apple would be cutting fourth-quarter iPad production. Caso claimed that Apple had "pulled in" production from the fourth quarter to the third quarter, accelerating its manufacturing timetable ahead of the holiday quarter.
The reason for this stockpiling of iPad 2 components appears to be preparations for the iPad 3 launch, as Digitimes also notes that suppliers of both display and touch panels for the iPad 3 have either already begun or will soon begin shipments to Apple.
While Apple is adjusting panel inventory for iPad 2, Samsung and Sharp already began shipping panels for the next-generation iPads to Apple in October, and Taiwan-based touch panel makers TPK Holding and Wintek will begin to ship touch panels for the new iPads to the supply chain in November-December, the sources noted.
The iPad 3 has been rumored to see an early 2012 introduction and is expected to carry a higher-resolution "Retina" display, although display suppliers have been said to be struggling to produce the panels in volume.
Popular Stories
Apple plans to announce new products "this week," according to Bloomberg's Mark Gurman.
Apple's "Mac Your Calendars" teaser last October
In his Power On newsletter today, Gurman said the products set to be updated this week include the iPad Pro, Vision Pro, and "likely" the base 14-inch MacBook Pro, with all three likely to receive a spec bump with Apple's next-generation M5 chip.
Gurman...
Buried in its announcement about "F1: The Movie" making its streaming debut on December 12, Apple has also announced that Apple TV+ is being rebranded as simply Apple TV.
A single line near the end of the press release states "Apple TV+ is now simply Apple TV, with a vibrant new identity," though Apple's website has yet to be updated with any changes, so we're unsure on the details of the...
Apple today updated the 14-inch MacBook Pro base model with its new M5 chip, which is also available in updated iPad Pro and Vision Pro models.
In addition, the base 14-inch MacBook Pro can now be configured with up to 4TB of storage on Apple's online store, whereas the previous model maxed out at 2TB. However, the maximum amount of unified RAM available for this model remains 32GB.
Like...
Apple's software engineers are internally testing iOS 26.0.2, according to MacRumors logs, which have been a reliable indicator of upcoming iOS versions.
iOS 26.0.2 will likely be a minor update that addresses bugs and/or security vulnerabilities, but we do not know any specific details yet.
The update will likely be released within the next few weeks.
Last month, Apple released iOS...
Apple today announced the next-generation iPad Pro, featuring the custom-designed M5, C1X, and N1 chips.
The M5 chip has up to a 10-core CPU, with four performance cores and six efficiency cores. It features a next-generation GPU with Neural Accelerator in each core, allowing the new iPad Pro to deliver up to 3.5x the AI performance than the previous model, and a third-generation ray-tracing ...
Apple marketing chief Greg Joswiak today teased the launch of an upcoming product, saying "something powerful is coming" on social media.
Subscribe to the MacRumors YouTube channel for more videos.
A short animation accompanying Joswiak's teaser reveals a brief glimpse of a MacBook Pro along with the words "coming soon." The shape of the MacBook Pro is a V, which is the Roman numeral...
Apple's AirPods Max have now been available for almost five years, so what do we know about the second-generation version?
According to Apple supply chain analyst Ming-Chi Kuo, the new AirPods Max will be lighter than the current ones, but exactly how much is as yet known. The current AirPods Max weigh 0.85 pounds (386.2 grams), excluding the charging case, making it one of the heavier...
While the iPhone 18 Pro and iPhone 18 Pro Max are still nearly a year away, a handful of new features and changes have already been rumored for the devices.
Below, we have recapped some of the early iPhone 18 Pro rumors so far.
Smaller Dynamic Island
The standard iPhone 18, iPhone 18 Pro, and iPhone 18 Pro Max will be equipped with a slightly smaller Dynamic Island, but the devices will...
Apple is going to launch a new version of the MacBook Pro as soon as tomorrow, so we thought we'd go over what to expect from Apple's upcoming Mac.
M5 Chip
The MacBook Pro will be one of the first new devices to use the next-generation M5 chip, which will replace the M4 chip.
The M5 is built on TSMC's more advanced 3-nanometer process, and it will bring speed and efficiency improvements. ...
After releasing AirPods Pro 3 last month, Apple is already working on the next AirPods Pro, according to Bloomberg's Mark Gurman.
It is unclear if the new AirPods Pro would be branded as AirPods Pro 4, or if they would be considered an updated version of AirPods Pro 3. Gurman did not take a position, opting to describe them as a "new version" of the "high-end in-ear buds."
AirPods Pro 2...
