Apple's Crowded Late 2012 Product Introduction Schedule Forced by Delays to iMac and iPad Mini

KGI Securities analyst Ming-Chi Kuo has released a new research report outlining his thoughts on Apple's product introductions for the remainder of 2012, noting that delays in some necessary components have forced Apple into a very tight timeline that is less than ideal and which may impact growth over the short-term. The delays have affected several products, including the new "iPad mini" and an updated iMac.
Our survey shows that Apple will take the wraps off quite a few new products in September and October. From a marketing and sales point of view, too many new products in a short period of time is not a positive thing. An interval of at least two weeks between different products is needed; otherwise the promotional campaign will lack a clear focus and shopping line management will become overly complicated, not good for a satisfactory shopping experience. The good news is that we think Apple is well aware of the situation and is doing what it can to keep each new product’s launch as isolated an event as possible.
Recognizing that Apple is working to stagger its new product releases to ensure good visibility for each of them, Kuo has stretched out his estimated schedule from his report last month that saw nearly every product being introduced in September. Kuo now believes that the 13-inch Retina MacBook Pro and an updated 21.5-inch iMac could appear at any time, followed by the next-generation iPhone and iPod touch in mid-September. A tweaked full-size iPad and updated iPod nano would follow in early October, with the iPad mini and new 27-inch iMac later in October.

Kuo's report also walks through each of the products and highlights the production challenges that have forced Apple's hand on release dates.

On the iMac front, Kuo indicates that Apple will not be introducing Retina displays to the lineup this year, but that the company is working to fully laminate the current display panel to the cover glass for improved display quality. The process has proven to be challenging, and with lower yields on the 27-inch display than on the 21.5-inch panel, Kuo is modeling for sooner availability of the smaller model. We would naturally expect Apple to introduce both models at the same time, but the 27-inch may see either delayed availability or tight initial supplies as production on the panels ramps up.

Apple's work on the iPad mini has reportedly been slowed by the adoption of a thinner and lighter "GF Ditto" touch structure. Apple is said to be the first company in the world to commercialize and mass produce the technology, but equipment transitions and yield issues have reportedly forced Apple into its October launch for the device.

For the iPhone, he believes that Apple's suppliers should be able to offer sufficient supplies of the new in-cell display but that ramping has been slow due to some technical hurdles and logistics of packing the new display into a thinner body. Kuo predicts that the new iPod touch will adopt the same in-cell display technology and be released alongside the new iPhone, but that supplies could be constrained with priority for the new displays being given to the iPhone.

As for the iPod nano, Kuo believes that the device will indeed incorporate Wi-Fi connectivity as was rumored over the weekend and a revamped body with larger screen, but that issues with integrating the Wi-Fi chip into the revised iPod nano body will lead to a mid-October launch for the device.

Related Roundups: iMac, iPod touch, iPad mini 5, iPad

Top Rated Comments

(View all)

98 months ago
Am I the only one who doesn't believe that Apple will be releasing a minor update to the iPad this year?
Rating: 27 Votes
98 months ago

Hopefully with a matte display option. Or else it is a deal-braker, since it is a serious health and productivity issue.*MacMatte.

You keep repeating yourself over and over again, first on PIP and now on Matte, annoying.
In your last 25 post ( in 3 days) you say 7 times almost exactly the same.(The above one included)
What are you, a parrot. ( ( ( ( ( (
Rating: 11 Votes
98 months ago
The timing is off on the 13" retina and the 21.5" imac unless they release today.

read the graph wrong....guess the separation for the months is not the dots (abovee Month name) is but the vertical line line
Rating: 11 Votes
98 months ago
Since when did anybody talk about a tweaked full-size iPad besides this guy?
Rating: 9 Votes
98 months ago
"Our survey shows..."?

He has no idea, and is simply making **** up.


In your last 25 post ( in 3 days) you say 6 times almost exactly the same.

It's pretty disturbing that someone would go that far into an anonymous poster's history to figure that out...
Rating: 7 Votes
98 months ago
Migraine inducing glare

I love my iMac, mostly, but I'm not buying another one till they get rid of the migraine inducing glare-screen. Hopefully that's what they're talking about with the new LCD mounting process. Otherwise I'll just stick to building Hackintoshes.
Rating: 7 Votes
98 months ago
I don't really know what's going on. But, hey, I'm an analyst and we are paid to make stuff up based on "people familiar with the matter" sources.:rolleyes:
Rating: 6 Votes
98 months ago

I would be utterly shocked if Apple released an updated version of the new iPad to add the new dock connector. It would imply that they should do the same thing with the iPhone 4 and iPhone 4S as well. I just don't see that happening. The only update to the new iPad I expect would be a quite one to reduce the die size of the A5X chip like they did with the WiFi iPad 2's A5 chip.

I also don't understand where this rumor of updated dock connectors being done accross the range comes from. Apple never retrofits old models when introducing a new inter-connect. They keep selling the old one until those products get updated at the proper time.
Rating: 6 Votes
98 months ago

Well, considering tomorrow is the 1st of September, and we have no sign of any new 21.5" iMac and 13" Retina MacBook Pro, I think I'll ignore the rest of these predictions....

I don't think you're quite reading the chart right. The cutover for months is the vertical bar, not the dot and also, there's a big "estimated" at the top.

IE, the iMac and rMBP 13" are coming in September according to the chart, seeing as how tomorrow is only the first day in September, it's a bit early to dismiss it.
Rating: 5 Votes
98 months ago

That level of paying attention to other posters on a chat board is...

...not normal.



In the real world, it's called stalking.

Stalking? Maybe you want to read up on the definition of that.
Rating: 5 Votes

[ Read All Comments ]