or Connect
AppleInsider › Forums › General › General Discussion › Rumor: Apple moving up next-gen iPad mini production, release date still unknown
New Posts  All Forums:Forum Nav:

Rumor: Apple moving up next-gen iPad mini production, release date still unknown

post #1 of 69
Thread Starter 
Component makers for the second-generation iPad mini are supposedly preparing for an earlier-than-expected time to market, says one analyst, though the exact timeframe is in question as Apple has yet to complete the global rollout of the first-generation model.

iPad mini


According to a research note from RBC Capital Markets analyst Doug Freedman, who is in China visiting supply chain sources, chipmakers are already making preparations for the second-generation iPad mini, reports CNET's Brooke Crothers.

"iPad Mini Gen-2: Apple's gen-2 iPad mini is getting pulled-in, and is likely to have several new suppliers, with TXN gaining content," Freedman wrote.

Crothers believes the term "pulled-in" implies that Apple may be moving up its production schedule for the mid-size tablet, but notes the information is of little use as no rumors have surfaced pertaining to the next-gen mini's release.

It appears that Texas Instruments, referred to as "TXN" in Freedman's note, will build on its already important presence as a component supplier for future iDevice products. It remains unclear what "new suppliers" will be added to the roster, though Apple has reportedly been looking for ways to diversify the supply of crucial internal components away from rival Samsung.

The report comes on the heels of a separate rumor that claimed Apple will be focusing its efforts on bumping the next-gen iPad mini's screen resolution to be more in line with current Retina display offerings like the fourth-generation iPad and iPhone 5.

Apple is still in the midst of completing a worldwide rollout, most recently debuting the 7.9-inch tablet to the Chinese market at the start of December. It was reported on Tuesday that the Chinese Telecommunication Equipment Certification Center granted network licenses for cellular-enabled versions of the iPad mini, with the units though to be launching soon through Apple partner carriers China Unicom and China Telecom.
post #2 of 69
Oh, an ANALYST!

Then it MUST be true.
"That’s brilliant. I can see this annoying some people, but what doesn’t these days?" - PMZ
Reply
"That’s brilliant. I can see this annoying some people, but what doesn’t these days?" - PMZ
Reply
post #3 of 69
They put the Anal in Analyst...
post #4 of 69
Quote:
Originally Posted by AppleInsider View Post

According to a research note from RBC Capital Markets analyst Doug Freedman, who is in China visiting supply chain sources, chipmakers are already making preparations for the second-generation iPad mini, reports CNET's Brooke Crothers.

"iPad Mini Gen-2: Apple's gen-2 iPad mini is getting pulled-in, and is likely to have several new suppliers, with TXN gaining content," Freedman wrote.

It appears that Texas Instruments, referred to as "TXN" in Freedman's note, will build on its already important presence as a component supplier for future iDevice products. It remains unclear what "new suppliers" will be added to the roster

Yo Mr. Freeman:



How to enter the Apple logo  on iOS:
/Settings/Keyboard/Shortcut and paste in  which you copied from an email draft or a note. Screendump
Reply
How to enter the Apple logo  on iOS:
/Settings/Keyboard/Shortcut and paste in  which you copied from an email draft or a note. Screendump
Reply
post #5 of 69
I still think Retina is unlikely with the same size and weight until 2014 because of Rogue 6 and the trailing year for the iPad mini ASIC but I hope I'm wrong.

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #6 of 69
Originally Posted by PhilBoogie View Post
Yo Mr. Freeman:

 

1000

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #7 of 69
Quote:
Originally Posted by Tallest Skil View Post

1000

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply

"The real haunted empire?  It's the New York Times." ~SockRolid

"There is no rule that says the best phones must have the largest screen." ~RoundaboutNow

Reply
post #8 of 69
Man, Apple is all over the shop. Not good. Glad I'm switching to Android.
post #9 of 69
Quote:
Originally Posted by SolipsismX View Post

I still think Retina is unlikely with the same size and weight until 2014 because of Rogue 6 and the trailing year for the iPad mini ASIC but I hope I'm wrong.

 

I also think retina is unlikely, mainly because retina is actually the only advantage of the $499 standard iPad now compared to the mini, and so there's no incentive for Apple to kill it's higher margin/revenue per unit product. 

 

But a premium mini model that cost $429 for 16gb with a close to 1080p display (and software update to downscale retina back to that resolution)? That'd be my bet. 

post #10 of 69
Quote:
Originally Posted by Zozman View Post

They put the Anal in Analyst...

Lol! Seems like some serious DOJ action needs to hit on these so called anal-yst's lately who seems to suspiciously put out a report that "Apple is pushing up production of the next iPad mini" retorts... Wasn't it just last week that "the iPhone 5s" is going into production for an early release?

Seems to me this is either Samsung or others who use this "hold and bait strategy" trying to blunt Apples sales..No different than "anal-yst's" calling sales figures and projections based on little or no factoid.

I mean how do you guess that the iPhone 5 isn't selling well based on rumors of lowered parts orders for next quarter? And how is it that they are worried about lowered margins when there is no historical data on the mini as of yet? I mean if the mini sells double projections but the iPad 4 sells a bit less, margins won't be affected one bit because of VOLUME. Add in the iPad 2... Technically this is the first holiday season of THREE iPad models being avail. Duh. Not one anal-yst mentions that metric. Duh.

From my own checks at retail and around circles here in L.A. The 5 and minis are selling incredibly well in fact. It seems the mini is getting a delayed buzz once it's target market saw it, bought it, and n fact loved it -- to the dismay of oh so many that said it would flop - suffering from retin-itis. I seriously think Apples playbook is working just fine actually.
post #11 of 69
Quote:
Originally Posted by drobforever View Post

 

I also think retina is unlikely, mainly because retina is actually the only advantage of the $499 standard iPad now compared to the mini, and so there's no incentive for Apple to kill it's higher margin/revenue per unit product. 

 

But a premium mini model that cost $429 for 16gb with a close to 1080p display (and software update to downscale retina back to that resolution)? That'd be my bet. 

 

Apple won’t saddle devs with some weird or non-sharply-doubled res: the Mini is the same DPI as the iPhone 3GS. The retina Mini (some day) will be the same DPI (and probably re-use the same manufacturing process) as the iPhone 4-5 screen. Identical res to the larger iPad (much greater than 1080p).

 

But I agree that it’s not coming soon, much as I want it!

 

You have a good solution for the price problem—make it a high end model but keep non-retina models on the low end. Just like Apple does with the iPad itself (and used to with the iPhone). But I think it will work this way:

 

- Current iPad Mini drops in price to become a new low-end price point. Apple loves to have their cheaper models be “designed for free” by re-using previous higher-end models. Which makes a lot of sense.

 

- Retina iPad Mini will take over the current price points.

 

As for timing? I CAN believe Apple MIGHT shift to a 6-month product cycle, but I don’t think a Mini with retina will come in 6 months. Even a year would surprise me: I predict 2014. The Mini demands not just a low price, but battery life—and battery life with a SMALL (thin and light) battery. Hard to make that happen with a power-hungry retina display AND the GPU needed to make it drive all those pixels fast. Apple will meet that challenge (the iPhone 5 already seems impossible on those same issues) but I’m pessimistic about the timing. Next fall at the earliest, I say; Fall 2104 at the latest. Spring 2014 likely.

 

I’d love to be wrong because I need a 128GB retina Mini in the worst way....

post #12 of 69
Pulling in the 2nd gen iPad Mini would probably make it even less likely that it'll have a retina display. It's not like there's been a breakthrough in display or battery tech in the last 2 months since the iPad Mini was announced and there isn't likely to be one in the next few months for a pulled in release. With the iPad 5 expected to be redesigned to be thinner and lighter, if the iPad Mini 2 becomes thicker and heavier to accommodate the Retina display that really cuts into the point of the iPad Mini.

I'm still holding that a 2nd gen iPad Mini will use a 28nm A6 (either a 28nm Samsung shrink or a 28nm TSMC test chip) with a 1024x768 IPS screen but laminated to the cover glass and with full color gamut and increased contrast to cut reflections and enable each pixel to be more distinct even though there aren't more of them.

March 2013 when iPads normally are released would be too short (only 5 months). I'm guessing a pulled in release means a June WWDC launch. I could see an iPad 5 with A7 and Rogue and an A6 iPad Mini 2 coming out in June. That'll be a 8 month product cycle which is similar to the cycle seen between the iPad 3 and 4.
Edited by ltcommander.data - 12/18/12 at 11:10pm
post #13 of 69
Quote:
Originally Posted by sr2012 View Post

Man, Apple is all over the shop. Not good. Glad I'm switching to Android.

"switching"??  You mean like in the near future??

Man, based on your post history Mr. Drive-by Fandroid Troll, you can't even troll properly.  Buzz off.

post #14 of 69
Quote:
Originally Posted by SolipsismX View Post


 

His name is Mr. Doug FreeDman. The analyst.
post #15 of 69
Quote:
Originally Posted by sflocal View Post

"switching"??  You mean like in the near future??

Man, based on your post history Mr. Drive-by Fandroid Troll, you can't even troll properly.  Buzz off.

LOL, have you actually seen my post history? "Switching" because I have an iPad3, iPhone5, iPhone4. Now using my Xperia S as my main phone and Nexus 7 as main tablet. Still using Mac for computer.

Hence in the process of switching, still learning a lot about Android.

Did I call anyone names? No, just discussing what's going on.

In reference to the iPad mini, what does it say that Apple themselves are perhaps concerned the iPad mini may not face the challenges of 7" Android tablets coming out 2013-2014? Personally I didn't like the iPad mini screen, and without Scott Forstall I am doubtful about iOS improving at a decent rate. Rock solid stable, yes, but starting to become somewhat dated for more-than-casual users.

I await a legitimate response from you.
post #16 of 69
I have always seen the specification of the Mini as a 'xmas special'. Time will tell.
post #17 of 69

I agree with this article, http://www.asymco.com/2012/12/06/does-s-stand-for-spring/ , about semi-annual refresh rates on iDevices going forward. Time will tell, but I hope this pans out.

post #18 of 69
Quote:
Originally Posted by gijoeinla View Post


Lol! Seems like some serious DOJ action needs to hit on these so called anal-yst's lately who seems to suspiciously put out a report that "Apple is pushing up production of the next iPad mini" retorts... Wasn't it just last week that "the iPhone 5s" is going into production for an early release?
Seems to me this is either Samsung or others who use this "hold and bait strategy" trying to blunt Apples sales..No different than "anal-yst's" calling sales figures and projections based on little or no factoid.
I mean how do you guess that the iPhone 5 isn't selling well based on rumors of lowered parts orders for next quarter? And how is it that they are worried about lowered margins when there is no historical data on the mini as of yet? I mean if the mini sells double projections but the iPad 4 sells a bit less, margins won't be affected one bit because of VOLUME. Add in the iPad 2... Technically this is the first holiday season of THREE iPad models being avail. Duh. Not one anal-yst mentions that metric. Duh.
From my own checks at retail and around circles here in L.A. The 5 and minis are selling incredibly well in fact. It seems the mini is getting a delayed buzz once it's target market saw it, bought it, and n fact loved it -- to the dismay of oh so many that said it would flop - suffering from retin-itis. I seriously think Apples playbook is working just fine actually.

Many good & interesting points, i think they are anal-ysts because of where they get their information :p

what bugs me is something i read everywhere online, random places.
The sill idea that, what has apple done to innovate in phones & tablets?, big deal, the iPad mini is just a small iPad 2, but that samsung are real market leaders, the galaxy S3 (even tho everything about it was predictable by the rest of the android market) was somehow a cool & new idea (even tho 2 weeks earlier the HTC one X came out, which is the S3 basically cloned) 
This seems to be because of samsungs PR. they aren't innovating in anything but the public love them & the word that apple is evil is what people seem to think, apple need to work on this, pretty badly, its hitting sales i think.
Samsung use new media, facebook & stuff pretty well, word of mouth, everyone wants to be different & apple is 'the man' apparently, everyone wants to be unique but they go about it the same way :p 
You guys might think im nuts, but this is what im seeing around me. 
 

post #19 of 69
Apple is going aggressive on all tablet manufacturers to dominate the market.
post #20 of 69
Quote:
Originally Posted by Zozman View Post

They put the Anal in Analyst...

That's clever. Never heard that one before. :D

post #21 of 69
Quote:
Originally Posted by BoxMacCary View Post

Does this mean the schedule's now thus ....?
PRODUCT RELEASE MONTH
iPadMini March
iPad October
I hate to think so, 'cause I skipped iPad 3 & 4 because of the weight & the long charge times.
If I have to wait until October 2013 for iPad 5,
then that means I'll be stuck using a 2-generation old iPad for almost another year ....
I mean, don't get me wrong -- my iPad 2 has served me quite well.
It even runs the latest graphically intensive [like the highly disappointing "Modern Combat 4", for example
& presumably, "Real Racing 3"] games flawlessly.
It's just that, you know ....
If I don't have the latest iPad, I feel left out, somehow.
Plus, 2 1/2 years using the same iPad's wayyy too long.


My guess will be a iPad4s first before a new mini.  Tim Cook may update both in April with mini as a minor update.  iPad5 can be smaller (there is a lot of border) and lighter using the same styling as iPhone 5 and mini.  If they can make the high powered iPad operating with less heat, it would be ideal. 

post #22 of 69
Analyst's predictions are moot at best and null generally, given that today's tech is yesterday's news. The phone/tablet you buy today was designed in 2010 and the intervening period between design and sale is filled with a host of tooling, component assembly, scheduling and distribution considerations ie you can only buy obsolete tech. This lag is inevitable unless you opt for smaller incremental improvements and shorter production runs - which is what Apple appears to be doing, but which mitigates against big innovative steps which take much longer to develop(lead time) and become harder to incorporate into an existing product on a shorter incremental improvement schedule. We are more likely to see major innovative changes in a completely new product/form factor.
The binary argument that Apple lags Android has some merit but only if you view Android as one phone, which of course is nonsensical. In the real world, Android is a series of manufacturers with overlapping feature sets, each with a similar 'lag' compared to their competitors in the Android space. It's impossible for one phone to have everything at any one moment in time.
post #23 of 69
I really like the mini I have now, but I'm all in if a retina mini becomes available next year....

MacBook Pro 13, MacBook Air 11, The "new" iPad 64GB WiFi & iPhone 4S

Reply

MacBook Pro 13, MacBook Air 11, The "new" iPad 64GB WiFi & iPhone 4S

Reply
post #24 of 69

While releasing a new model soon wouldn't be unprecedented for Apple, it's still not something they do often.  The only time I recall them releasing a new model within 3-4 months of another is with the iMac G5/iMac Intel (October and December, I believe).  But that was a chip switch, so it probably is an outlier.  

I can only please one person per day.  Today is not your day.  Tomorrow doesn't look good either.  
Reply
I can only please one person per day.  Today is not your day.  Tomorrow doesn't look good either.  
Reply
post #25 of 69

Starting development now could mean a May or, most likely, June release to have it ready for the summer school buying season. I see that as totally possible.

na na na na na...
Reply
na na na na na...
Reply
post #26 of 69
Some of this "they are going to update everything again in the Spring" stuff is actually starting to sound real to me, but I wonder what the reaction will be if they actually do it?

Wouldn't the fact that Apple could update any product you buy from them in less than half a year be a negative in terms of the buying decision? Apple has always sold "the next cool thing" of "the latest cool thing." If you can't be sure you're going to have the latest model for any longer than a few months what's the point?

I know people are going to argue that it's really about what product fits your needs and not what's cool or trendy, but people aren't rational. A lot of folks do buy Apple stuff just to have the latest whatever.

Monkeying with that seems like it might be a bad idea. Raising the expectation that a product has to be updated every six months is also a dangerous road IMO.
post #27 of 69

According my sources, Sammy still produces crap.

 

Why does anyone believe analysts anymore. Don't investors know analysts are analysts because they failed at their own businesses.

post #28 of 69
While we could all discuss how valid the opinion if an analyst is ad infiniteum, it does raise bring something up I've been thinking about.

Can we agree that the iPad 4th generation release was our of left field?
Let us also suppose that the iPad is the only decent, emphasis on decent, tablet out there with proper manufacturer support, in terms of OS updates and user experience.

If Apple starts revising its products more frequently than the annual basis we were use to before iPad 4, does it risk devaluing its own brand?
post #29 of 69
Quote:
Originally Posted by ombra2105 View Post

If Apple starts revising its products more frequently than the annual basis we were use to before iPad 4, does it risk devaluing its own brand?

 

Judging from the number of people that still buy the previous generation model of phone or pad even though a new model is about to arrive, I'd have to say "no". People either don't care or they are not aware. Either way it seems to point to a non problem.

 

Of course the media could always make it a problem.

na na na na na...
Reply
na na na na na...
Reply
post #30 of 69
Originally Posted by rsdofny View Post
iPad5 can be smaller (there is a lot of border)…

 

You don't get it at all.


Originally Posted by island hermit View Post
Judging from the number of people that still buy the previous generation model of phone or pad even though a new model is about to arrive, I'd have to say "no". People either don't care or they are not aware. Either way it seems to point to a non problem.

 

That's not for you (us) to decide, though. It's for the resellers to decide the valuation.

 

And if you'll notice, resell values have dropped by 30-40% since the Intel transition. They held their value for far longer before. 

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #31 of 69
Quote:
Originally Posted by Tallest Skil View Post

 

That's not for you (us) to decide, though. It's for the resellers to decide the valuation.

 

And if you'll notice, resell values have dropped by 30-40% since the Intel transition. They held their value for far longer before. 

 

He/she was asking if it devalues the "brand". The Intel transition didn't devalue Apples brand, people are buying more Macs than ever before and Apple is still in the top 5 for brand recognition.

 

Based on people continuing to buy right up to the introduction of a new product I was putting my money on "no" because [a lot of] people don't seem to care that Apple is introducing a new product, for whatever reason.

 

Over time that could change and/or the media could make people care.

na na na na na...
Reply
na na na na na...
Reply
post #32 of 69
Quote:
Originally Posted by sr2012 View Post

Man, Apple is all over the shop. Not good. Glad I'm switching to Android.

 

Odd comment. What does "all over the shop mean" and why does this make you glad to switch to Android? Because they have such a singular focus, I guess. lol.gif

 

This report is nice fodder for speculation but it's all a little loose and based on speculation of what we think is the release cycle and then tatters of comments from suppliers... There's no official release cycle and we've only accepted some particular rough dates by connecting dots of previous releases.

 

iPhone gets released October for a while doesn't mean it will always be released then. That goes double for a product that's fresh and new.

 

Even the iPad has had an "out of cycle" release but those who feel betrayed only feel that way because they think that Apple has some covenant to release on their schedule.

post #33 of 69
@ddawson I just don't have that confidence in Apple anymore.
post #34 of 69
Quote:
Originally Posted by sr2012 View Post

@ddawson I just don't have that confidence in Apple anymore.

 

That says more about you than it does about Apple.  1smile.gif

na na na na na...
Reply
na na na na na...
Reply
post #35 of 69
Originally Posted by island hermit View Post
He/she was asking if it devalues the "brand". The Intel transition didn't devalue Apples brand, people are buying more Macs than ever before and Apple is still in the top 5 for brand recognition.

 

Part of brand value is resell value.

 

Otherwise Android and Sony have the same brand value as Apple in their respective categories.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
Reply
post #36 of 69
I hope it is true. I'm jonesing for a retina mini. But if not, I will get a new iPad 4/5 and give my iPad 3 to my wife or kids. Hard to go back to non retina...
post #37 of 69
Quote:
Originally Posted by allenbf View Post

I hope it is true. I'm jonesing for a retina mini. But if not, I will get a new iPad 4/5 and give my iPad 3 to my wife or kids. Hard to go back to non retina...

 

I'm wondering if Apple would have 2 models... retina and non retina... spreading out the pricing even more.

na na na na na...
Reply
na na na na na...
Reply
post #38 of 69

Well,

 

I Apple can pull of a Retina Display in the Mini without making it thicker or heaver, it would be a smash hit...  

 

Heck it already is a smash hit....  It would have to be a super duper smash hit....

 

I personally think a Retina Mini is about a ear away.  This is based only on the pace at which battery energy density has been improving over the last few years....

post #39 of 69
Quote:
Originally Posted by Tallest Skil View Post

 

Part of brand value is resell value.

 

Otherwise Android and Sony have the same brand value as Apple in their respective categories.

 

So you are saying that you think a change in the release schedule will devalue Apple's brand?

na na na na na...
Reply
na na na na na...
Reply
post #40 of 69
Quote:
Originally Posted by GTR View Post

Oh, an ANALYST!
Then it MUST be true.

They are banking on the idea that Apple is moving to a roughly six month schedule based on this Fall update, rather than it being assign they are shifting the yearly update.

And they could be correct.

But I find it suspect when they start adding new companies as suppliers without any justification of why said company is a possible contender.

A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

Reply

A non tech's thoughts on Apple stuff 

(She's family so I'm a little biased)

Reply
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: General Discussion
AppleInsider › Forums › General › General Discussion › Rumor: Apple moving up next-gen iPad mini production, release date still unknown