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 late 2012 launch schedule
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, iPad mini, iPad

Top Rated Comments

basesloaded190 Avatar
150 months ago
Am I the only one who doesn't believe that Apple will be releasing a minor update to the iPad this year?
Score: 27 Votes (Like | Disagree)
justperry Avatar
150 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.

https://forums.macrumors.com/showthread.php?p=15561469#post15561469 (https://forums.macrumors.com/showthread.php?p=15561469#post15561469)

https://forums.macrumors.com/showthread.php?p=15534326#post15534326 (https://forums.macrumors.com/showthread.php?p=15534326#post15534326)

https://forums.macrumors.com/showthread.php?p=15399839#post15399839 (https://forums.macrumors.com/showthread.php?p=15399839#post15399839)

https://forums.macrumors.com/showthread.php?p=15383111#post15383111 (https://forums.macrumors.com/showthread.php?p=15383111#post15383111)

https://forums.macrumors.com/showthread.php?p=15310322#post15310322 (https://forums.macrumors.com/showthread.php?p=15310322#post15310322)

https://forums.macrumors.com/showthread.php?p=15177356#post15177356 (https://forums.macrumors.com/showthread.php?p=15177356#post15177356)
Score: 11 Votes (Like | Disagree)
KdParker Avatar
150 months ago
The timing is off on the 13" retina and the 21.5" imac unless they release today.

edit
read the graph wrong....guess the separation for the months is not the dots (abovee Month name) is but the vertical line line
Score: 11 Votes (Like | Disagree)
GlenL Avatar
150 months ago
Since when did anybody talk about a tweaked full-size iPad besides this guy?
Score: 9 Votes (Like | Disagree)
damir00 Avatar
150 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...
Score: 7 Votes (Like | Disagree)
Kludge420 Avatar
150 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.
Score: 7 Votes (Like | Disagree)

Popular Stories

iOS 17

10 New Things Your iPhone Can Do in Next Week's iOS 17.4 Update

Friday March 1, 2024 1:30 am PST by
Apple will this month release iOS 17.4, its biggest iPhone software update of the year so far, featuring a number of features and changes that users have been anticipating for quite a while. Below, we've listed 10 new things that your iPhone will be able to do after you've installed the update, which is projected to arrive by March 7. When the day arrives, be sure to check Settings ➝...
Apple Maps vs Google Maps Feature

Apple Maps vs. Google Maps: Which Is Better?

Friday March 1, 2024 7:10 am PST by
Apple Maps has been providing navigational guidance to Apple users for almost 13 and a half years now, and much has changed about the app in that time. However, according to data from Canalys, the overwhelming majority of iPhones in the U.S. still have Google Maps downloaded as an alternative to Apple Maps, which comes preinstalled on all iPhones. We want to hear from MacRumors readers. Which do...
Google maps feaure

Google Maps Finally Rolls Out Glanceable Directions

Wednesday February 28, 2024 2:07 am PST by
After more than a year since announcing the feature, Google Maps is finally rolling out glanceable directions on Android and iOS (via Android Police). The feature allows users to view turn-by-turn directions and a live ETA directly from their device's lock screen – information that was previously only visible when a phone was unlocked. Glanceable directions also work on the app's route...
apple tv plus banner

Apple TV+ Gains Over 50 Movies for a Limited Time

Friday March 1, 2024 6:29 am PST by
Apple TV+ today gained over 50 movies, adding to its back catalog of content for a limited time. The collection includes a large number of popular and classic titles. Subscribers can access the movies in a "Great Movies on Apple TV+" section in the Apple TV app. Some titles are also available in 3D. Movies in the collection include: 21 Jump Street 300 American Sniper Argo ...
iOS 18 Mock iPhone 16 Feature Gray

iOS 18 Rumored to Be Compatible With These iPhone Models

Tuesday February 27, 2024 6:31 am PST by
iOS 18 will be compatible with the iPhone XR, and thereby also the iPhone XS and iPhone XS Max models with the same A12 Bionic chip, according to a post on X today from a private account with a proven track record of sharing build numbers for upcoming iOS updates. The post was spotted by MacRumors contributor Aaron Perris, and it has since been deleted. However, this was likely because the...
M3 MacBook Air Feature

New MacBook Air Models Launching This March: 5 Features to Expect

Wednesday February 28, 2024 1:50 am PST by
The existing 15-inch MacBook Air arrived in June 2023, which is not that long ago in terms of Mac update cycles. However, Apple released the current 13-inch ‌MacBook Air back in June 2022. It is now the oldest Mac in Apple's current crop, having not been updated in 600 days. But rumors suggest that is unlikely to be the case for much longer. According to Bloomberg's Mark Gurman, Apple has...
airpods pro 2 pink

Apple Releases New Beta Firmware for AirPods Pro 2

Thursday February 29, 2024 11:41 am PST by
Apple today introduced a new beta firmware update for the AirPods Pro 2, both the USB-C and Lightning versions. The new firmware is version 6E188, up from the prior 6B34 firmware released in December. Apple does not often provide details or notes on what features might be included in the refreshed firmware, so it is unclear what's new. Note that this software is limited to developers at the...