MacRumors

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.

In a bit of an interesting move, Apple has removed its Texas Hold'em game from the App Store, potentially marking the end of the only game Apple ever produced on its own for the App Store.

Texas Hold'em began life as a game for non-iOS iPod models, debuting in late 2006. As Apple introduced the iPhone just a few months later, rumors circulated that Apple was getting serious about gaming, in part evidenced by its in-house work on Texas Hold'em for the iPod.

When Apple officially launched the App Store for the iPhone and iPod touch in 2008 to allow third-party developers to create apps for iOS, Texas Hold'em appeared as a debut title with greatly enhanced functionality over the traditional iPod version, further fueling claims of Apple's interest in pursuing game development of its own.

Apple's early interest in producing its own games for the iPod and later iOS appear to have stemmed from concerns over its ability to attract third-party developers to the platform, or at least to provide those developers with an example of what could be done on the devices. As large developers such as EA and Gameloft and a host of smaller developers all flocked to the platform, Apple undoubtedly quickly discovered that it did not need to support its devices with its own gaming content.

Unsurprisingly, Apple has not released any information on the reason behind the disappearance of Texas Hold'em, which sold for $4.99 and was last updated in September 2008. A dedicated page about the game remains active on Apple's site at this time, although it is not featured on or linked to from other App Store pages on the site.

(Thanks, Travis!)

Update: Apple has now removed the Texas Hold'em feature page from apple.com.

German site Macerkopf reports [Google translation] that Apple is working on two separate software updates for iOS 5, looking at both near-term battery fixes and longer-term improvements to Siri. Macerkopf tells us:

iOS 5.0.2 coming very soon, solving the battery bugs. Should arrive before the end of next week. Apple is working hard on the update. In addition Apple ist working on the first big iOS 5 Update (iOS 5.1), bringing some siri-extensions. Also the Siri hardware-control is in work "take a picture", "make a video", "switch on/off WiFi", "switch on/off BT" and more.

According to the report, a new update presumably coming as iOS 5.0.2 is set to be released "no later than next week" to address continued battery life issues even after last week's release of iOS 5.0.1 intended to target those problems. A release next week would be a fast turnaround given that there has not yet been any sign of developer testing for an iOS 5.0.2, although iOS 5.0.1 spent only about a week in testing as Apple rushed to release the update to the public.

Beyond the near-term battery fixes, the source also suggests that Apple is working hard on enhancements to the Siri functionality of the iPhone 4S, with the update apparently set to come early next year in a more significant software update probably dubbed iOS 5.1. The report points to Apple's Siri FAQ to note that additional language support and expansion of maps and local search to new countries will be included in the update. In addition, Apple is said to be looking at a significant expansion of Siri's capabilities for controlling iOS devices, implementing commands for such tasks as taking photos and videos, and turning connectivity such as Wi-Fi or Bluetooth on and off.

Macerkopf has not been a frequent source of rumors regarding Apple's plans, and thus the report should be taken with some skepticism, but the claims do seem to line up with Apple's priorities of addressing continuing battery issues and increasing the functionality of the flagship feature of the new iPhone 4S.

German site mobiFlip.de reports (via FOSS Patents) that Samsung has apparently relaunched the Galaxy Tab 10.1 in Germany, tweaking the design and releasing it under a new Galaxy Tab 10.1N name in an attempt to skirt around the injunction against selling the original design.

The most obvious difference from the front of the device is that the metal frame around the edges of the device now wraps around slightly toward the front along two of the edges. It is unclear what, if any, other changes Samsung made to the device to address the court's view that Samsung had copied the iPad with its initial design.

As FOSS Patents notes, it is also unclear exactly how Samsung arrived at the slightly-tweaked design, although it likely was a result of consultation between designers and the company's lawyers well-versed in the court's findings and likelihood of accepting the design as different enough from the iPad to pass muster.

MarketWatch reports on comments from AT&T executive Glen Lurie noting that the carrier's churn rate has remained steady since Verizon and Sprint began offering the iPhone earlier this year. Some observers had expected that AT&T might experience a significant amount of customer defection once it lost iPhone exclusivity in the United States, as the carrier has been the target of a number of complaints about network coverage and other issues.

"Churn has not moved at all," said Glen Lurie, president of emerging devices for AT&T. Churn refers to the number of customers who cancel services.

Lurie said the carrier's relationship with Apple Inc. AAPL +0.06% , maker of the iPhone, has been positive, and they've had record-breaking sales of the latest iPhone 4S which has led to some supply issues. U.S. consumers are looking at a week to two week wait times to get the latest iPhone 4S from AT&T, he said.

AT&T continues to hold several advantages over its rivals when it comes to the iPhone, with one of the major ones being network data speed. With the iPhone 4S supporting HSPA+ technology, AT&T can offer significantly faster speeds for the iPhone than Verizon and Sprint can on their CDMA networks. Sprint users in particular have complained of very slow data speeds on the iPhone 4S so far.

As the only GSM-based iPhone carrier in the United States, AT&T is also able to offer the iPhone 3GS free on contract, while Verizon and Sprint start with the $99 8 GB iPhone 4 as their low-end devices. While the pricing difference becomes negligible once the total cost of a two-year service contract is accounted for, customers are still attracted to the low upfront cost of the iPhone 3GS, as evidenced by the fact that it remained the second best-selling smartphone in the U.S. behind the iPhone 4 heading into the iPhone 4S launch.

While a loss of iPhone exclusivity has apparently proven to not be an issue for AT&T's customer retention, the expansion to Verizon and Sprint has had an effect on the one major U.S. carrier still not offering the iPhone: T-Mobile USA. That carrier noted as part of its earnings discussion last week that customer churn due to the iPhone continues to be an "area of concern" for T-Mobile.

Last week, we noted that Sony was working hard on efforts to change the way users interact with and view content on their television sets, with CEO Howard Stringer openly acknowledging that the company was trying to find a way to compete with Apple's integrated ecosystem that is expected to expand to include television sets in the relatively near future.

The Wall Street Journal now reports that Sony is working on the next phase of its efforts, seeking to launch a Web-based alternative to traditional TV that would skirt around cable companies' control of the market.

Sony is proposing to beam the channels over Internet connections to Sony-made devices, including PlayStation gaming consoles, TV sets and Blu-ray players, the people said. Sony has sold about 18.1 million PlayStation 3 consoles in the U.S. alone, according to NPD Group Inc., and many homes have other Internet-connected Sony devices.

Sony has reportedly reached out to a number of content providers, including Comcast NBCUniversal, Discovery, and News Corp., in attempt to strike deals to offer their shows on the service.

One stumbling block could be Sony's desire to license a smaller bundle of channels than existing cable operators offer to undercut the incumbents on price and flexibility, according to people familiar with the matter. That could be a nonstarter for media companies, which would prefer not to undercut their biggest customers.

The report notes that Apple made a similar effort several years ago, seeking to put together a "best of TV" package for delivery to viewers via iTunes, but those negotiations failed to produce a deal after content providers refused to budge on their demands for bundling channels together.

Apple clearly remains interested in the television market, with rumors of a Siri-enabled TV set launching in late 2012 or early 2013. It is not entirely clear what efforts Apple may continue to pursue on the content side of the TV market to complement the hardware and software, but just two months ago the company was said to have developed a "new technology to deliver video to televisions". As part of that work, the company was said to still have an interest in offering some sort of subscription TV packages.

Apple today announced that Art Levinson has been named Chairman of the Board of Directors. The former Genentech executive has served on Apple's board since 2000 and has been a co-lead director since 2005. In addition, Disney president and CEO Bob Iger has been named to the board.

“Art has made enormous contributions to Apple since he joined the board in 2000,” said Tim Cook, Apple’s CEO. “He has been our longest serving co-lead director, and his insight and leadership are incredibly valuable to Apple, our employees and our shareholders.”

“Bob and I have gotten to know one another very well over the past few years and on behalf of the entire board, we think he is going to make an extraordinary addition to our already very strong board,” said Tim Cook. “His strategic vision for Disney is based on three fundamentals: generating the best creative content possible, fostering innovation and utilizing the latest technology, and expanding into new markets around the world which makes him a great fit for Apple.”

Levinson had served on all three of the board's committees, and will continue to serve on the audit committee following his elevation to chairman. Iger will also serve on the audit committee.

Disney and Apple have a relatively close relationship given that Disney had purchased Pixar back in 2006 when it was owned by Steve Jobs. Jobs had subsequently served on Disney's board of directors and was the company's largest individual shareholder.