We mentioned in an earlier report from TiPb that Apple’s iPad 3, expected to debut this fall, may be pushed back to sometime next year. A report today from trade paper DigiTimes seems to confirm that rumor. Though it was never made public by Apple, it was thought that an increase in production and orders for a new kind of iPad screen signaled the coming of a new model iPad this year. While that may have been the case, it appears that Apple has been unable to meet its internal quotas of the new screen, causing the pushback of the device until 2012. Screen manufacturers such as LG, Samsung and Sharp were contracted to produce the new Retina displays for a new iPad model thought to have a high-resolution screen of 2048×1536 and better hardware. Instead, Apple has ramped up production of the iPad 2, preparing for the coming holiday season.
In June, LG Display supplied three million panels for the iPad 2 with Samsung supplying 1-1.5 million units and Chimei Innolux (CMI) 10,000-20,000 units. In July, LG’s supply volume dropped to 2.8 million units with Samsung maintaining its same levels, and CMI’s volume increased to 450,000-500,000 units.
With the ongoing legal battle between Samsung and Apple heating up, it could be that Apple loses a manufacturing partner at some point. Hopefully things will be resolved, as Samsung makes up quite a percentage of iPhone and iPad parts, which it would be difficult (but not impossible) for Apple to replace.
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