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Apple stockpiling 2M third-gen iPad units by end of 2011

post #1 of 45
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To ensure it has enough supply of a thinner, higher-resolution third-generation iPad at launch next year, Apple reportedly plans to have around 2 million units already built by the end of 2011.

Citing sources in the company's upstream supply chain, DigiTimes reported this week that Apple has tasked its suppliers with the development of two tablet projects, code-named "J1" and "J2." Both of the new models are said to have different sizes, specifications and technologies from the currently available iPad 2.

Both new models reportedly in development have a higher-resolution screen than the current iPad model, and Apple is said to have demanded that the displays feature two LED light bars on the left and right sides of the screen. The adoption of two LED light bars is said to have created problems in shrinking the thickness of the next-generation iPad, prompting some vendors to create designs with one light bar and two LED chips.

The report claimed the resolution of the next iPad will be 2,047 by 1,536 pixels, but difficulty with the higher resolution and new LED backlight design has "affected the launch schedule" of the next-generation device. Still, the necessary components began arriving at the end of October, and accumulated inventory of the new iPad is expected to reach about two million units by the end of December.

"The sources pointed out that the J2 project seems to be an upgrade version of the J1 and although Apple has not yet decided which project will be used for the final launch, Apple is likely to make the final decision based on its needs," the report said. "As for the upstream side, the component suppliers have already conducted pilot production and prepared for mass production."



The details seem to contrast with an earlier report from DigiTimes, which claimed that a "real iPad 3" would not arrive until the third quarter of 2012 at the earliest. It claimed that the new iPad released in March of 2012 would simply be an upgraded iPad 2.

The report also added that suppliers have already begun "proofing" for the next-generation iPhone, and production of the handset is expected to begin in June of 2012. Apple's new iPhone 4S went on sale in numerous countries around the world last month.
post #2 of 45
Put me down as sceptical on the dates.
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post #3 of 45
Quote:
Originally Posted by AppleInsider View Post

Citing sources in the company's upstream supply chain, DigiTimes reported this week that Apple has tasked its suppliers with the development of two tablet projects, code-named "J1" and "J2." Both of the new models are said to have different sizes, specifications and technologies from the currently available iPad 2.

I call bullshit.

We all know that Apple tested the size extensively. They created prototypes of every likely size, they tested them all and determined that the size of the iPad was optimal.

Now we are to believe that Apple will release iPads which are sub-optimal?

Bullshit.


post #4 of 45
Call it nitpicking if you like, but the statement "...Apple has tasked its suppliers with the development of two tablet projects..." would mean that Apple is no longer doing its own designs. And I don't believe that for a nanosecond.
post #5 of 45
Quote:
Originally Posted by AppleInsider View Post

The details seem to contrast with an earlier report from DigiTimes, which claimed that a "real iPad 3" would not arrive until the third quarter of 2012 at the earliest. It claimed that the new iPad released in March of 2012 would simply be an upgraded iPad 2.

I don't understand why reports that claim Apple will release a new product only to release a massively better upgrade a few months later are given any weight. We heard this with the iPhone 5 rumors and now we are getting it with the iPad rumors. Apple has never done anything like this. Why would they? Apple seems to have figured out that demand for its devices seems to run on a year cycle (look at the drop in iPhone 4 sales in the months leading up to the 4S). If Apple releases a new device before that year is up, not only will it piss off a bunch of customers whose devices have become obsolete prematurely, it will also be cannibalizing its own sales because demand had not yet dried up for the old product. Either we will see an iPad "2S" type device next year or a true iPad 3. We won't see both.
post #6 of 45
Quote:
Originally Posted by Wings View Post

Call it nitpicking if you like, but the statement "...Apple has tasked its suppliers with the development of two tablet projects..." would mean that Apple is no longer doing its own designs. And I don't believe that for a nanosecond.

Perhaps 'construction' would have been a better fit?
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post #7 of 45
Code:

rm -f apple_stockpiling_2m_third_gen_ipad_units_by_end_o f_2011.html
post #8 of 45
Twice 1024 x 768 is 2048 x 1536, not 2047 x 1536. Just pointing that out...
post #9 of 45
Quote:
Originally Posted by uplate View Post

Code:

rm -f apple_stockpiling_2m_third_gen_ipad_units_by_end_o f_2011.html


Agreed. this one looks like it belongs in the trash heap. There should be a rating system at AI to grade the rumors, say on a scale of one to five, five being "99% sure." This one would be a 2. Maybe a one.
post #10 of 45
Patiently waiting for an iPad3, whenever it arrives.
post #11 of 45
Quote:
Originally Posted by AppleInsider View Post

The details seem to contrast with an earlier report from DigiTimes, which claimed that a "real iPad 3" would not arrive until the third quarter of 2012 at the earliest. It claimed that the new iPad released in March of 2012 would simply be an upgraded iPad 2.

this is the same thing that they said last year also so it's no shock that they might not be correct.

Also, in regards to the talk of different sizes etc, if they have sources that know this than they should be able to tell us details. So where are they. If they know there was a problem then they should know what the problem was. Not a 'maybe' but confirmed.

Given that digitimes has a reliability rating so low that many think their source is actually Shaw Wu, a lack of details just adds to the feeling that this is BS. Not so much the notion that Apple might already have the next iPad in production. If they are aiming for an early 2012 release that is possible. But the whole super resolution, implication of another physical size etc just doesn't mesh.

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post #12 of 45
Quote:
Originally Posted by Wings View Post

Call it nitpicking if you like, but the statement "...Apple has tasked its suppliers with the development of two tablet projects..." would mean that Apple is no longer doing its own designs. And I don't believe that for a nanosecond.

This could be in respect of the screens and the illumination necessary to meet performance goals. If so, this implies even finer grained involvement of Apple engineers in the overall design process, which would not be a surprise at all right?

Best.
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post #13 of 45
Everything AI says about the so called iPad 3 is wrong or speculative, down to the name, shape, screen resolution, and design. It's going to be called iPad 4S and it will look exactly like the current one, leading bloggers to dismiss it as "disappointing". Then everyone will line up for and it will be the best selling iPad ever. The next day Ashtok Kumar will predict the real iPad 5 will ship "later that year" with all the missing features that the bloggers complained about.

That's my prediction

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post #14 of 45
Quote:
Originally Posted by rcoleman1 View Post

Patiently waiting for an iPad3, whenever it arrives.

June 2012, announced at WWDC, the spot formerly occupied by the iPhone.

The idea that they are stockpiling inventory of a new tablet now, to be released shortly after the holiday shopping season, would seem to defy reason. More likely, they are stockpiling inventory of the current iPad 2 for the holiday shopping season.
post #15 of 45
Quote:
Originally Posted by anonymouse View Post

June 2012, announced at WWDC, the spot formerly occupied by the iPhone.

The idea that they are stockpiling inventory of a new tablet now, to be released shortly after the holiday shopping season, would seem to defy reason. More likely, they are stockpiling inventory of the current iPad 2 for the holiday shopping season.

Agreed. Stockpiling the iPad 3 while holiday shoppers are lined up for iPad 2s would not be good PR. Which might be part of the reason they got off that January Macworld schedule.
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post #16 of 45
lol DigiTimes.

The National Enquirer for geeks.
post #17 of 45
Quote:
Originally Posted by digitalclips View Post

Put me down as sceptical on the dates.

Heck, put me down as skeptical about the whole article.

It's Digitimes.
post #18 of 45
Quote:
Originally Posted by cvaldes1831 View Post

Heck, put me down as skeptical about the whole article.

It's Digitimes.

I take your pont. I would think Apple will build up a good supply of iPad 3s when the time comes for sure, hence my focus on dates.
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post #19 of 45
Quote:
Originally Posted by ConradJoe View Post

I call bullshit.

We all know that Apple tested the size extensively. They created prototypes of every likely size, they tested them all and determined that the size of the iPad was optimal.

Now we are to believe that Apple will release iPads which are sub-optimal?

Bullshit.



Perhaps they meant 2 different screen resolutions?

Quote:
Originally Posted by AppleInsider View Post

To ensure it has enough supply of a thinner, higher-resolution third-generation iPad at launch next year, Apple reportedly plans to have around 2 million units already built by the end of 2011.

Since we haven't yet heard that the next A series chip has hit the foundry I wouldn't put that much stock in this rumor.

From the article, "The adoption of two LED light bars is said to have created problems in shrinking the thickness of the next-generation iPad, prompting some vendors to create designs with one light bar and two LED chips."

What the hell is that supposed to mean? I understand how l.e.d.'s work in flashlights and presumably its similar theory with back lighting a lcd and that sentence makes no fracken sense to me. Can anyone elaborate?
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post #20 of 45
Quote:
Originally Posted by AppleInsider View Post

Both new models reportedly in development have a higher-resolution screen than the current iPad model, and Apple is said to have demanded that the displays feature two LED light bars on the left and right sides of the screen. The adoption of two LED light bars is said to have created problems in shrinking the thickness of the next-generation iPad, prompting some vendors to create designs with one light bar and two LED chips.

I can believe that... but that worries me if we'll have to go through another LCD screen lottery:
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post #21 of 45
Quote:
Originally Posted by RichL View Post

lol DigiTimes.

The National Enquirer for geeks.

Yes. These guys just make up nonsense to drive traffic to their pages.

They are wrong more often than a stopped clock.
post #22 of 45
I have an iPad and an iPad 2 already, but if Apple can manage the Retina display on the iPad 3, I'm just going to have to buy it (and sell the original). Reading comfort would be improved so immensely and the quasi-physical experience of the interface would be strengthened. It would improve almost every use of the device except audio.

If Apple can't make the Retina work, I'm not sure what features would entice me. Well, one feature which I don't expect anytime soon is a precise stylus input that doesn't interfere with the smooth multitouch. I can't imagine a scenario in which that would be released by Apple, but it would also get me to stand in line on day 1. Man, I'd pay $200 for an overlay if it could make that functionality happen somehow. Problem is most people don't care.

Oh yeah! There is another feature that I still dream of. That Apple patent that suggested a moldable screen that could raise up and lower programatically. That would be insane. Imagine games being able to raise up a button and control pad on the screen so you can feel the controls, for instance. Sadly, it seems completely impossible to me right now! lol.
post #23 of 45
Yeah, add me to the skeptical group. As others have pointed out, DigiTimes is about as believable as ... well, something very much not believable.
post #24 of 45
Considering the difficulty the suppliers are having trying to manufacture a "retina" style screen for an iPad, I really doubt the validity of the story.

Now if they are launching something along the lines of a 1600x1200 screen resolution, that would be doable.

Wait and see.

Bigger question: quad core and 1gb+ ram?

post #25 of 45
Quote:
Originally Posted by rhonin View Post

Considering the difficulty the suppliers are having trying to manufacture a "retina" style screen for an iPad, I really doubt the validity of the story.

So you're doubting the validity of this rumor because of a previous rumor of unknown validity?

Here's an idea - try getting your facts somewhere other than a rumors site.
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post #26 of 45
So let me see if I understand this ....

There're TWO MILLION iPad 3s out there & they expect not ONE to leak out between now & 3Q12 ....?!?

HAHAHAHAHAHAHAHA!!!!!!!
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post #27 of 45
Quote:
Originally Posted by Wings View Post

Call it nitpicking if you like, but the statement "...Apple has tasked its suppliers with the development of two tablet projects..." would mean that Apple is no longer doing its own designs. And I don't believe that for a nanosecond.

First of all, "development" does not have to imply design. Ramping up or tooling up for manufacturing on the scale of what Apple needs is a development on its own. Don't forget - Apple does rely on 3rd parties to develop components such as the Retina Display.

Second, it is not true that Apple designs everything in-house. The iPod, for example, was an out-sourced project.
post #28 of 45
Quote:
Originally Posted by rhonin View Post

Considering the difficulty the suppliers are having trying to manufacture a "retina" style screen for an iPad, I really doubt the validity of the story.

Now if they are launching something along the lines of a 1600x1200 screen resolution, that would be doable.

Wait and see.

Bigger question: quad core and 1gb+ ram?


If they go to quad core, I wonder if they will start allowing multiple concurrent foreground apps to run. But that would require a major iOS design, which is unlikely given that iOS5 was pretty major.
post #29 of 45
Quote:
Originally Posted by stelligent View Post

Second, it is not true that Apple designs everything in-house. The iPod, for example, was an out-sourced project.

That is only partially true. The iPod was designed inhouse, they used some PortalPlayer and Pixo helped design the interface under Jobs' direct supervision. The entire iPod was not outsourced tho.
post #30 of 45
Quote:
Originally Posted by walshbj View Post

Agreed. Stockpiling the iPad 3 while holiday shoppers are lined up for iPad 2s would not be good PR. Which might be part of the reason they got off that January Macworld schedule.

Agree. January is kind of an awkward time to ship new products.

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post #31 of 45
Quote:
Originally Posted by SockRolid View Post

Agree. January is kind of an awkward time to ship new products.

When is the 2012 CES?
post #32 of 45
Quote:
Originally Posted by uplate View Post

Code:

rm -f apple_stockpiling_2m_third_gen_ipad_units_by_end_o f_2011.html

-f has no effect

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post #33 of 45
If it takes longer to build the iPad 3 due to yield rates on the new high res screen it would make sense to start building and stockpiling them well ahead of any launch in March. You can't just build 2m units overnight. Factor in the Chinese new year in Jan 2012 and you need to plan well ahead.

Would you rather have to wait 3 months to get one after launch like in previous years? No, neither would I.

As for screen size, they could increase it from 9.7" to 10.1" without having too much of an impact. Just make the border around the screen smaller.
post #34 of 45
Quote:
Originally Posted by SSquirrel View Post

That is only partially true. The iPod was designed inhouse, they used some PortalPlayer and Pixo helped design the interface under Jobs' direct supervision. The entire iPod was not outsourced tho.

I didn't say it was entirely outsourced. I said it was an outsourced project. Some of you live for finding the smallest flaws in other people's posts, and stoop so low as to manipulate other people's meaning to suit your purpose. Surely you have other sources of triumph in life that such a futile exercise is not necessary?

If I were inclined to behave like you, I'd say "Under Jobs' direct supervision, my butt. Jon Rubinstein would have a thing or two to say about such an abominable statement". But I don't stoop that low
post #35 of 45
Quote:
Originally Posted by ConradJoe View Post

When is the 2012 CES?

2012, I believe.
post #36 of 45
Digitimes is a great troll site.

Tim Cook. The master of inventory.
Now he suddenly wants to stockpile 2 million iPad3 this year? At least 2-3 month before launch?

Technically: TSMC is the only foundry with 28nm online. AMD will start to sell 28nm cards i December. How is Apple going to get their hands on 2 million A6 processors in 28nm?

I know about the Samsung 28nm reports. The problem is that you need to design 2 different SoCs to produce at TSMC and Samsung. Since we know that Apple have taped out a chip at TSCM and got back test wafers mid summer: what chip would this be if its not a 28nm A6?

Samsung will continue to manufacture Iphone3Gs SoC, A4 and A5.
A6 = TSMC.
post #37 of 45
Quote:
Originally Posted by Shaun, UK View Post

If it takes longer to build the iPad 3 due to yield rates on the new high res screen it would make sense to start building and stockpiling them well ahead of any launch in March. You can't just build 2m units overnight. Factor in the Chinese new year in Jan 2012 and you need to plan well ahead.

Would you rather have to wait 3 months to get one after launch like in previous years? No, neither would I.

As for screen size, they could increase it from 9.7" to 10.1" without having too much of an impact. Just make the border around the screen smaller.

Quote:
Originally Posted by aaronsullivan View Post

I have an iPad and an iPad 2 already, but if Apple can manage the Retina display on the iPad 3, I'm just going to have to buy it (and sell the original). Reading comfort would be improved so immensely and the quasi-physical experience of the interface would be strengthened. It would improve almost every use of the device except audio.

If Apple can't make the Retina work, I'm not sure what features would entice me. Well, one feature which I don't expect anytime soon is a precise stylus input that doesn't interfere with the smooth multitouch. I can't imagine a scenario in which that would be released by Apple, but it would also get me to stand in line on day 1. Man, I'd pay $200 for an overlay if it could make that functionality happen somehow. Problem is most people don't care.

Oh yeah! There is another feature that I still dream of. That Apple patent that suggested a moldable screen that could raise up and lower programatically. That would be insane. Imagine games being able to raise up a button and control pad on the screen so you can feel the controls, for instance. Sadly, it seems completely impossible to me right now! lol.

Retina won't be that great for everything
Not a single movie/tv show support it. All have to be upscaled.

How long will it take before Apps support that resolution?
How big will the apps be?
Will for example books/magazines release multiple resolution of their content?

I love Retina, but hate upscaled stuff.

BTW. Siri will be a great selling point
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post #38 of 45
Quote:
Originally Posted by uplate View Post

Code:

rm -f apple_stockpiling_2m_third_gen_ipad_units_by_end_o f_2011.html

/dev/null

Where all Digitimes stories should go.
post #39 of 45
Quote:
Originally Posted by walshbj View Post

Agreed. Stockpiling the iPad 3 while holiday shoppers are lined up for iPad 2s would not be good PR. Which might be part of the reason they got off that January Macworld schedule.

Quote:
Originally Posted by SockRolid View Post

Agree. January is kind of an awkward time to ship new products.

Quote:
Originally Posted by ConradJoe View Post

When is the 2012 CES?

You do know what CES is right? More to the point WHO it's designed for. Hint, CES is not an expo that is open to the public... It's entire reason for being is to allow manufacturers to showcase what they -should- be releasing over the next 12 months. It's for manufacturers to connect with resellers as well as parts suppliers and to a slightly lesser degree the CE media / press to better cover these new items in their publications, blogs, broadcasts etc.

Almost nothing shown at CES is ever available the week after the show.

This is also the very reason why Apple doesn't ever attend it... They don't NEED to convince retailers to sell their wares nor do they need to make contacts with component suppliers they are big enough to make those contacts in private.

Finally, they don't need to get the attention of the press.... If Apple wants the press to show up they simply send out an invite and the press jumps on a plane on their own dime. MANY manufacturers do not have this ability and having a booth at CES is usually their most cost effective way to reach an enormous pool of press outlets.
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post #40 of 45
...and iPad 4's

jesssshhhh.

this is outa-control...

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