DUBLIN--(BUSINESS WIRE)-- Research and Markets (http://www.researchandmarkets.com/research/5gbq5b/apple_supply) has announced the addition of the "Apple supply chain to enter mass production for a new 9.7 iPad (codename: XXXX) in August-September" report to their offering.
We anticipate Apple to release a modified version of 9.7 new iPad in 4Q12 besides to 4 iPhone 5 and 7.85 iPad mini. In that case, current 9.7 new iPad (codename: J2) production at Foxconn is scheduled to phase out in August. As a result, Apple may potentially cut Foxconn's 9.7 total iPad production forecast to drive down inventory level during product life cycle transition. On the other hand, we reiterate that iPhone 5 and iPad mini display supply chain are likely to face in-cell panel or touch panel constraint in 3Q12. In our view, this may cause Apple to adjust down initial iPhone 5 and iPad mini supply projections for 2012.
Isaiah's Key Takeaways from our research:
1. Expecting Apple to launch a new 9.7 iPad to maintain a stronger sales momentum in 4Q12.
2. Apple may cut iPad production forecast to drive down inventory level in 3Q12.
3. Concerning Apple to see iPhone 5 and iPad mini component supply constraint in 4Q12.
Figure: iPhone and iPad shipment forecast in 2012 (Unit: millions)
For more information visit http://www.researchandmarkets.com/research/5gbq5b/apple_supply.
Source: Research and Markets