'iPad Mini' Launch Supplies Reportedly Challenged by Component Yield Issues

In the lead-up to major Apple product launches, there are almost inevitably reports of production problems that result in the company having lower stocks on hand than it initially hoped for, sometimes leading to extended shortages as the company's supply chain works to catch up to demand. The iPhone 5 was no different, with yield issues on the new in-cell displays used in the device reportedly being the bottleneck that has limited availability.

With The Wall Street Journal now reporting that mass production of the "iPad mini" has begun, reports are once again suggesting that Apple's launch supplies may be on the low side due to issues with several components.

One such report comes from Topeka Capital Markets analyst Brian White, who is currently in Taiwan meeting with a number of contacts in the component supply chains for Apple and other companies. White's contacts believe that yield issues with several iPad mini components have been "frustrating", with supplies of the device likely to be constrained for the first month of availability heading into the holiday shopping season.

Similar to the iPhone 5, we sensed that suppliers have found the specs around Apple's (AAPL-$671.45: Buy) 7.85-inch "iPad Mini" to be a challenge and yields have been frustrating. In our view, this is the reason the "iPad Mini" is 4-6 weeks behind our original launch expectation that we discussed in June. Despite continued yield challenges, the supply chain feels the much anticipated iPad Mini is on track to reach acceptable volume levels for a launch over the next month. That said, we believe that supply constraints will initially hold back the full sales potential during the first month or so of the launch.

White believes that Apple may sell 5-7 million iPad minis through the end of the quarter, somewhat below more optimistic estimates from other analysts that have put the number closer to 10 million. As with the iPhone 5, product availability for the iPad mini may actually be the limiting factor for early sales, making it difficult to assess true consumer demand.


A pair of reports from Digitimes tell a similar story, with one article claiming that AU Optronics' production of the iPad mini display panels has been below expectations with just 400,000 panels shipped in the third quarter compared to a goal of two million for the manufacturer.

Apple is expected to ship 9-10 million units of the new tablet in the fourth quarter, but it remains to be seen whether AUO and LG Display - the other panel supplier for iPad Mini - can meet the target, the sources said.

A goal of five million panels for iPad Mini was set for the third quarter but later had to drop to one million due to low yield rates, with LG Display and AUO comprising 60% and AUO 40%, the sources said.

The second report from Digitimes indicates that chassis makers are also struggling with yield issues.

Along with the latest market rumors indicating that Apple is likely to unveil the much speculated iPad mini on October 17, sources in Apple's supply chain in Taiwan are also indicating that shipments of the iPad mini tablets are not smooth at the moment due to low yield rates at chassis makers.

Case makers Foxconn Electronics, Catcher Technology and Ri-Teng Computer Accessory are responsible for production of the iPad mini chassis, the sources indicated. Ri-Teng is an associate company of Pegatron.

The report claims that the iPad mini will be available in two body colors, native aluminum and black-anodized aluminum as seen with the iPhone 5, with the black version experiencing greater production issues due to the scratching vulnerability of the anodized chassis.

Related Roundup: iPad mini
Buyer's Guide: iPad Mini (Neutral)
Related Forum: iPad

Popular Stories

Home Hub Command Center with Dome Base Feature

Apple Working on All-New Operating System

Thursday September 25, 2025 1:11 pm PDT by
Apple is developing an all-new operating system codenamed "Charismatic," according to Bloomberg's Mark Gurman. Apple smart home hub concept based on rumors This is likely Apple's long-rumored "homeOS" operating system. In a report last month, Gurman said both Apple's rumored smart home hub in 2026 and tabletop robot in 2027 will run the new operating system. He said the software platform ...
iOS 26 Battery Glass Feature

iPhone 16 Pro Max 80% Charge Limit: One Year Later, Was It Worth It?

Wednesday September 24, 2025 3:58 pm PDT by
With the iPhone 15 series, I did an experiment and kept my iPhone's Charge Limit set at 80 percent for an entire year. It provided an interesting look at the impact of charge limits on battery longevity, so I decided to repeat it for the iPhone 16 line. Since September 2024, my iPhone 16 Pro Max has been limited to an 80 percent charge, with no cheating. As of today, my battery's maximum...
AirPods Pro 3 Newsroom

Apple's 'Back to School' Offer Ends Soon, Now Applies to AirPods Pro 3

Wednesday September 24, 2025 7:20 am PDT by
Apple's annual "Back to School" promotion for students ends soon, so act fast if you want to score free AirPods with the purchase of an eligible new Mac or iPad. Until Tuesday, September 30, college students and qualifying educational staff in the U.S. can receive free AirPods 4 with Active Noise Cancellation when they purchase an eligible new Mac or iPad from Apple. This is a $179 value. ...
iPhone 17 Pro Colors

Skipped the iPhone 17 Pro? Here's What is Rumored for iPhone 18 Pro

Tuesday September 23, 2025 8:55 am PDT by
While the iPhone 18 Pro and iPhone 18 Pro Max are still a year away, there are already a few rumors about the devices that offer an early look ahead. Below, we have recapped some of the early iPhone 18 Pro rumors so far. This story was published previously, and it has been updated to reflect the latest rumors. Many early rumors prove to be true, but nothing is confirmed yet, and Apple's...
iOS 26

Apple Continues to Prepare iOS 26.0.1 With Multiple Bug Fixes Expected

Sunday September 28, 2025 1:30 pm PDT by
Apple is preparing to release iOS 26.0.1, according to a private account on X with a proven track record of sharing information about future iOS versions. The account initially said iOS 26.0.1 would have a build number of 23A350, but they now expect the update to have a build number of 23A355. This suggests that the software update will include more bug fixes or changes than initially...
Apple More Personal Siri Ad

Apple Responds to U.S. Class Action Lawsuit Over Delayed Siri Features

Friday September 26, 2025 6:57 am PDT by
In March, Apple delayed the launch of its personalized Siri features, and soon after the company was hit with multiple class action lawsuits over the situation. The plaintiffs said they never would have purchased an iPhone 16, or would have paid less, had they known Apple's marketing about the Siri features was false. In the U.S., all of the complaints were consolidated into one class...
iphone 17 ceramic shield

Regular iPhone 17's USB-C Charging Speeds Tested With Apple Chargers

Friday September 26, 2025 9:01 am PDT by
The website ChargerLAB has tested the standard iPhone 17 model's USB-C charging speeds with a variety of Apple's chargers, from 18W to 140W. The device reached a peak charging speed of around 27W to 28W with these Apple chargers:29W USB-C Power Adapter 30W USB-C Power Adapter 35W Dual USB-C Port Power Adapter 35W Dual USB-C Port Compact Power Adapter 40W Dynamic Power Adapter with 60W Max...
Apple MacBook Pro M4 hero

New MacBook Pro Nears Mass Production, But Four Bigger Upgrades Expected Next Year

Sunday September 28, 2025 2:08 pm PDT by
Apple's next MacBook Pro models will enter mass production soon, according to the latest information shared by Bloomberg's Mark Gurman. In his Power On newsletter today, Gurman said he continues to believe the new MacBook Pro models will be released at some point between late 2025 and the first quarter of 2026, meaning they should be available to order by March at the latest. Apple often...

Top Rated Comments

Jman13 Avatar
170 months ago
I hope they don't release a new new ipad. I just but a new ipad. I will shoot my self if they do.

You do realize that your new iPad will not cease to function, or get slower, when a newer iPad is released, right?
Score: 26 Votes (Like | Disagree)
The Samurai Avatar
170 months ago
Would of been happy if it was iMac production issues.... at least we would of known they are round the corner :D
Score: 21 Votes (Like | Disagree)
mrtravel123 Avatar
170 months ago
Dear Mr. Cook,

Could you please leak a few details about the Mac Pro and iMac to assure us that WE computer users know that you haven't forgotten us?

And, does Apple even have a department related to these computers or has everyone at Apple been moved over to the iPad and iPhone departments?
Score: 20 Votes (Like | Disagree)
Flood123 Avatar
170 months ago
When AREN'T there issues in the production process these days?
Score: 17 Votes (Like | Disagree)
likemyorbs Avatar
170 months ago
I hope they don't release a new new ipad. I just but a new ipad. I will shoot my self if they do.

Hope you have your gun ready then.
Score: 14 Votes (Like | Disagree)
striker33 Avatar
170 months ago
I see no point for this product

but I dont carry a purse, or read 50 shades of Aluminum

:confused:

I see no point in your post.
Score: 13 Votes (Like | Disagree)