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.

Related Roundup: iPad
Buyer's Guide: iPad (Buy Now)

Top Rated Comments

(View all)
Avatar
117 months ago
Is this the same analyst who said iPad 3 for fall of this year?
Score: 18 Votes (Like | Disagree)
Avatar
117 months ago
iPad + retina display would be unstoppable.
Score: 17 Votes (Like | Disagree)
Avatar
117 months ago

Is this the same analyst who said iPad 3 for fall of this year?


Probably, and I heard from an anonymous source that he's best friends with the analyst who predicted the "teardrop" iPhone 5.
Score: 10 Votes (Like | Disagree)
Avatar
117 months ago
The looming iPad 3 release (hopefully less than four months) is the only thing holding me back from buying an iPad 2 today. Retina display and a bit more speed would make the device perfect.
Score: 8 Votes (Like | Disagree)
Avatar
117 months ago

Yep, definitely!:rolleyes:

... did you go and see your eye doctor? Maybe it's not the ipad resolution?

11.12 million people more with eye strain after the initial millions of ipad 1 users.

On a side note, I wish MR would stop showing the Galaxy in this article, looks just like an ipad.


What?
Score: 7 Votes (Like | Disagree)
Avatar
117 months ago
I think AAPLaday hit the nail on the head. It's all pure speculation. Doesn't an early 2012 release mean it will probably be without the A6?
Score: 7 Votes (Like | Disagree)

Top Stories

First iPhone 12 Mini Hands-On Video Surfaces [Update: Video Pulled]

Wednesday October 28, 2020 1:21 pm PDT by
Apple's iPhone 12 mini and the iPhone 12 Pro Max aren't set to be available until November 13, but a Romanian YouTuber got his hands on the iPhone 12 mini and showed it off today, offering a size comparison between the iPhone 12 and the 12 mini along with going over some of the device's features. The iPhone 12 mini is identical to the iPhone 12 in design and functionality, but it has a...

Apple References Unreleased 2020 16-Inch MacBook Pro in Boot Camp Update

Monday October 26, 2020 8:42 am PDT by
Last week, Apple released an update for Boot Camp, its utility for running Windows on a Mac. While this update would typically be unremarkable, several of our readers noticed that the release notes reference an unreleased 2020 model of the 16-inch MacBook Pro. While this could easily be a mistake, the 16-inch MacBook Pro is nearly a year old, so it is certainly a worthy candidate for a...

After Mocking Apple, Samsung May Remove Power Adapter From Galaxy S21 Box

Tuesday October 27, 2020 4:29 pm PDT by
Samsung's Galaxy S21, coming in 2021, may not include a power adapter or headphones in the box, according to reports from Korean media sites highlighted by SamMobile. Rumors earlier this year also said that Samsung was considering removing these accessories from future smartphone models, but that didn't stop Samsung from mocking Apple for selling the iPhone 12 models without a power adapter...

Report: Apple Silicon iMac Featuring Desktop Class 'A14T' Chip Coming First Half of 2021

Tuesday October 27, 2020 4:14 am PDT by
The first iMac powered by Apple Silicon is set to arrive in the first half of next year and will feature a desktop class "A14T" chip, according to Chinese-language newspaper The China Times. Codenamed "Mt. Jade," Apple's first custom-made desktop processor will be twinned with its first self-developed GPU, codenamed "Lifuka," both of which are being produced using TSMC's 5-nanometer process, ...

iPhone 12 Ceramic Shield Still 'Scratches at Level 6 With Deeper Grooves at Level 7' in Mohs Hardness Test

Wednesday October 28, 2020 7:10 am PDT by
iPhone 12 and iPhone 12 Pro models feature a new Ceramic Shield front cover that is "tougher than any smartphone glass," according to Apple, but the displays on the devices still have similar scratch resistance as previous iPhones based on a new test. Zack Nelson today shared his much-anticipated iPhone 12 Pro durability test on his YouTube channel JerryRigEverything, and based on the Mohs...

2020 iPad Air vs. iPad Pro: Hands-On Comparison

Tuesday October 27, 2020 3:03 pm PDT by
Apple announced the new 2020 fourth-generation iPad Air in September, but the new tablets just started shipping out to customers last Friday. We picked one up and thought we'd do a hands-on comparison with the iPad Pro, which was last updated in March, because both tablets are about as powerful and share many similarities. Subscribe to the MacRumors YouTube channel for more videos. Design and ...

MagSafe Charger Only Charges at Full 15W Speeds With Apple's 20W Power Adapter [Updated]

Monday October 26, 2020 3:38 pm PDT by
Alongside the iPhone 12 and 12 Pro models, Apple introduced a new MagSafe charger that attaches to the magnetic ring in the back of the devices, providing up to 15W of charging power, which is double the speed of the 7.5W Qi-based wireless charging maximum. Apple does not provide a power adapter with the $39 MagSafe charger, requiring users to supply their own USB-C compatible option. Apple...

Apple Files Mystery 'Personal Computer' With Placeholder 'B2002' Name in Bluetooth Product Database

Tuesday October 27, 2020 12:36 pm PDT by
Last week, a listing appeared in the Bluetooth product database for an Apple product with a placeholder name "B2002" and a model number of "TBD." MacRumors was alerted to the listing by health and fitness tech website MyHealthyApple. The product is filed under the "personal computer" category, which Apple has used for previous Mac and iPad listings in the database, so it is hard to pinpoint...

Apple Releases First macOS Big Sur 11.0.1 Beta to Developers [Update: Public Beta Available]

Wednesday October 28, 2020 10:15 am PDT by
Apple today seeded a new macOS Big Sur 11.0.1 beta to developers for testing purposes, with the new beta replacing the existing macOS Big Sur 11 beta 10 update that was released two weeks ago. The macOS Big Sur beta can be downloaded through the Apple Developer Center and once the appropriate profile is installed, subsequent betas will be available through the Software Update mechanism in...

iPhone 12 Models Might Support Reverse Charging of Future Apple Accessories According to FCC Filing

Tuesday October 27, 2020 6:25 pm PDT by
iPhone 12 models could have an inactive wireless charging feature for accessories, according to an FCC filing discovered by VentureBeat's Jeremy Horwitz. In the filing, Apple said that 2020 iPhones support a wireless charging function that will seemingly be enabled for at least one future Apple accessory:In addition to being able to be charged by a desktop WPT charger (puck), 2020 iPhones...