Panel production problems may stop iPad Minis getting into fans' mitts
Researcher warns of supply chain strains
Woe to you, Apple fanboy, you may not be able to get your hands on a shiny new iPad Mini because Apple may not be able to ship enough of them to go round.
So says DisplaySearch, a market watcher, which reckons supply will be constrained by LCD panel makers’ inability to sent enough 8.9in, 1024 x 768 screens to Apple.
Screen supply limits are commonplace, but DisplaySearch said its observations of the panel supply chain “point to an even more than typical tightness in the market for the iPad Mini”.
Says the researcher: “Apple will continue to work with LG Display, which is supplying panels to Foxconn for the finished product, and is adding AUO, which will supply panels to Pegatron. However, AUO is having yield issues with the 7.9in panel which is limiting their supply.”
In September, AUO shipped just over 100,000 units, DisplaySearch calculates, a quarter of the 400,000 units it expects to ship this month and a lot less than the 800,000 units it has said it will ship in November. A million more are set to go out in December.
Meanwhile, “LG Display shipped 300,000 panels in September, and plans to ship one million in October, 2.5 million in November, and three million in December”.
That’s 9.1m panels in all, but not all will make into iPad Minis that actually arrive in punters’ hands by the end of the year. And it assumes that the display makers ship as many panels as they hope to.
And, of course, that punters settle for the non-retina screen and high price when there are cheaper 7in tablets out there with better screens.
But for their increasingly bitter fight, Apple might have gone to Samsung, which was able to supply it with plenty of iPad and iPad 2 screens until LG Display began contributing them too, the latter picking up the extra orders a sales of the tablet ramped up. Apple, then, appears to be suffering from falling out with a manufacturer of Samsung’s size and capability. ®
In other news
A notable El Reg commentard, Thomas 4, recently announced that his revolutionary new liquid storage medium, the iBottle, was experiencing supply shortages.
"Well, I only have the one empty bottle left after lunch and I dunno if I have the bladder capacity to manage another Coke right now," he was quoted as saying.
This shocking news has result in vicious battle royales between bottle fans desperate to get their hands on the iBottle, with opportunists purchasing the iBottle at its normal RRP of £369 before selling them on eBay for a tremendous mark up.
Re: What a crock
Maybe it's the marketing team for Pepparami which put out these rumours then.
What a crock
This is another fine example of Apples rumour type advertising.
This creates artificial demand for the device you can't actually put in your pocket.
Yet people will suck this up and think, gee I had better get one now, and sleep outside a store, crapping in a bag and eating nothing but peperarmis for a week.
from what I can tell...
it would be my Arnova 8c G2... which came at the bargain price of £120 with Wifi only, no GPS, no bluetooth, no proper USB port (doesn't support USB On-the go so can't plug a keyboard into it) and only an 800x600 display...
I can run Angry Birds on it with no problems in response... also damn good for reading de-DRM'd ebooks so Amazon can't remotely wipe my Kindle App books...
PS. we need an "Android" icon...
I suspect you might of meant 7.9" displays - as a lack of 8.9" displays would have no effect on iPad production at all.....
In any case - I don't really see there being a problem - everyone I have spoken to doesn't want one... they may end up with loads sitting in a warehouse until they bring the price down.... I mean the £269 WiFi only 16GB model doesn't even have GPS! What tablet is it meant to be competing against exactly?