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
The iPad will no longer be able to be used as a home hub following the launch of iOS 16, iPadOS 16, macOS Ventura, and the HomePod 16 software this fall, Apple confirmed today.
As discovered in iOS 16 code by MacRumors contributor Steve Moser, Apple says that the iPad will no longer be supported as a home hub. This information will be displayed in the Home app after updating to iOS 16.A home ...
CEO Tim Cook this week did an interview with China Daily, where he once again commented on on the future of augmented reality and hinted at Apple's work on an AR/VR headset. Render via designer Ian Zelbo Cook said that Apple is excited about the opportunities available with augmented reality, which is not too far off from prior comments that he's made, but he went on to say that people should ...
Apple today seeded the second betas of iOS 16 and iPadOS 16 to developers for testing purposes, and the new betas introduce new features and refine some of the changes that Apple made with the first iOS 16 release.
Subscribe to the MacRumors YouTube channel for more videos. Lock Screen Photo Wallpaper Customization
When customizing a photo on the Lock Screen, there are two new DuoTone and...
Since the release of iOS 14.2 in 2020, the iPhone has included a built-in Music Recognition feature in Control Center powered by Shazam. And with iOS 16, and also the iOS 15.6 beta, the feature has received a small but useful upgrade.
As noted by Twitter user @someone_andrew, songs identified with Music Recognition in Control Center finally sync with the Shazam app.
It also remains...
Apple today launched its annual "Back to School" promotion for college/university students in the United States and Canada. This year's promotion offers a free Apple gift card with the purchase of an eligible Mac or iPad, rather than free AirPods like last year. Apple is also offering students 20% off AppleCare+ plans during the promotion.
Apple is offering a $150 gift card with the purchase ...
Apple today seeded the second betas of upcoming iOS 16 and iPadOS 16 updates to developers for testing purposes, with the updates coming two weeks after Apple unveiled the new software at WWDC and released the initial betas.
Registered developers can download the iOS and iPadOS 16 profiles from the Apple Developer Center, and once installed, the betas will be available over the air. Given...
Apple is "likely" to announce its long-rumored mixed-reality headset as soon as January 2023, Apple analyst Ming-Chi Kuo has reiterated.
Concept render based on purported leaked information by Ian Zelbo In a detailed post on Medium, Kuo explained that Apple's headset will be a "game-changer" for the augmented-reality and virtual-reality market. Describing some of the headset's...
Top Rated Comments
Probably, and I heard from an anonymous source that he's best friends with the analyst who predicted the "teardrop" iPhone 5.
What?