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Reuters: Retina iPad mini may not launch in 2013 due to supply constraints - Page 2

post #41 of 72
Quote:
Originally Posted by Captain J View Post

If this is true, it shows huge problems for Apple. Supply constraints have been a problem for Apple (iMac) in the past. If Apple with it's locked up vendors and billions of $ cash cannot get a working supply chain to build its products it has a serious problem.

 

Keeping supply a little tight at times is one of the oldest tricks in the book. There's a fine balance between have enough and having too much. Besides, seeing as they can't make their phones too far in advance and at the end of the day they don't know how many of each model people are going to order, making 9 million phones in a short period of time is not easy.

Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #42 of 72
Quote:
Originally Posted by Red Oak View Post


Well said

Let's hope Apple is buying back boatloads of its stock to take advantage of this massive discount

 

60B

Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #43 of 72
Quote:
Originally Posted by MattBookAir View Post
 

Who says a delayed mini release wasn't the plan all along. Apple certainly never declared any intention to release both a new iPad and mini at the same time.

 

They didn't, but it's safe to say it is going to happen and this story is full of shit.

Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #44 of 72
Quote:
Originally Posted by AdonisSMU View Post
 

This guy has been right a lot. People always want to doubt him though.

 

He's most recent prediction, the one about the MacBook Pro in June was wrong.

Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #45 of 72
Quote:
Originally Posted by Ireland View Post

The res is different. But it doesn't matter because we know hindsight will prove this story to be bullshit.
I doubt this is the case but I'd love it if Apple was doing this on purpose just to mess with people and then a couple weeks from now we get keynote where Apple shows off silver, gold and space gray retina mini's with touch ID. I think the competition would shit their pants if that happened.
post #46 of 72
Quote:
Originally Posted by Rogifan View Post

I doubt this is the case but I'd love it if Apple was doing this on purpose just to mess with people and then a couple weeks from now we get keynote where Apple shows off silver, gold and space gray retina mini's with touch ID. I think the competition would shit their pants if that happened.

Weren't they supposed to crap their pants last year?
"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
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"Few things are harder to put up with than the annoyance of a good example" Mark Twain
"Just because something is deemed the law doesn't make it just" - SolipsismX
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post #47 of 72

I wouldn't be surprised. One of the regrets from last year Tim had was releasing the new iMac too early and then having shortages. 

post #48 of 72
Quote:
Originally Posted by Rogifan View Post

How come other companies don't seem to have a problem making 7-8" tablets with retina like displays? According to AnandTech the new Nexus 7 gets 12 hours battery life. And Apple can produce 3.5", 4" and 9.7" retina displays but somehow 7.9" is impossible? Except it will magically become possible in 2014? Either Reuters is full of it or Apple has a real problem.

Reuters is full of it. Wasn't the 5S supply suppose to be constrained too? 5-7 MM 5s's later...
post #49 of 72
Quote:
Originally Posted by Captain J View Post

If this is true, it shows huge problems for Apple. Supply constraints have been a problem for Apple (iMac) in the past. If Apple with it's locked up vendors and billions of $ cash cannot get a working supply chain to build its products it has a serious problem. Can't make the product, people will buy crap products instead. Apple is best, but it's not better than nothing.

 

Yes, yes, we all know Apple is doomed. It's just a matter of time before they assume room temperature. Apple's problems are always HUGE aren't they? So huge they portend the impending Apple apocalypse every time they pop up. But somehow the company manages to slog along anyway. It is difficult, however, hauling around those garbage bags full of cash. Poor Apple. If only they had a supply chain genius at the helm. Oh wait...

post #50 of 72
I don't care when it comes out, I know I can't wait to get an iPad Mini!
post #51 of 72
Quote:
Originally Posted by jungmark View Post


Reuters is full of it. Wasn't the 5S supply suppose to be constrained too? 5-7 MM 5s's later...

 

"Grotesquely low" was one description used.  Supplies may have been tight, but "grotesquely low" was quite an exaggeration unless talking only about the gold and silver models.

 

My best guess:  Apple will hold a mid-October event announcing iPad 5 and iPad Mini 2.  iPad 5 will be available within 10 days of announcement.  iPad Mini 2 will have a release date one to six weeks after that.  (I'll go out on a limb and predict 11/15/13.)  As long as Apple gets it out by Black Friday they will hit the Christmas shopping season which I would think is super important for the Mini.  Oh, and the Mini 2 will have a retina display, A7/A7X, and Touch ID ... boom!

post #52 of 72
A 16GB iPad mini to complement the mini 2 with an upgraded SoC - A6 instead of A5 and available in the same anodized colours as the iPod touch, selling for below the $300 mark would be a big hit I think.
post #53 of 72
Quote:
Originally Posted by charlituna View Post

These 'delay' and 'supply' rumors happen with every iOS device launch. And never come to pass.

It's stock value games and analysts etc covering their butts. They have been pushing the idea of a retina mini for weeks and now they are getting nervous that they were wrong. But it's against their code of conduct to ever actually say they were wrong so they are setting up an explanation for why it might not happen in case it doesn't.

These folks don't have any info to back up anything. If there in no retina display it's because Apple never intended to do it this year. And yet Apple will still likely sell record millions on launch etc

That's why I started with "If"

On the other hand supply issues were definite with the iMac last year. There may be supply issues with the 5s on the fingerprint scanner.
post #54 of 72
Quote:
Originally Posted by Ireland View Post

Keeping supply a little tight at times is one of the oldest tricks in the book. There's a fine balance between have enough and having too much. Besides, seeing as they can't make their phones too far in advance and at the end of the day they don't know how many of each model people are going to order, making 9 million phones in a short period of time is not easy.

Even Cook cited supply issues with the iMac and acknowledged is caused sales of iMacs to go way down. Apple doesn't need to keep supplies tight as they sell at a fixed price whether they have 1 million or 10 million units available.
post #55 of 72
Quote:
Originally Posted by lkrupp View Post

Yes, yes, we all know Apple is doomed. It's just a matter of time before they assume room temperature. Apple's problems are always HUGE aren't they? So huge they portend the impending Apple apocalypse every time they pop up. But somehow the company manages to slog along anyway. It is difficult, however, hauling around those garbage bags full of cash. Poor Apple. If only they had a supply chain genius at the helm. Oh wait...

Try reading. I started with "If". Look it up in a dictionary.

Second, google Tim Cook's comments on the iMac and it's supply issues. Oh wait, Apple isn't perfect?
post #56 of 72
Originally Posted by christopher126 View Post
I wouldn't be surprised. One of the regrets from last year Tim had was releasing the new iMac too early and then having shortages. 

 

 

Announcing, not releasing. Had they so much as given preorders during that entire quarter they didn’t, people probably would have felt a little better about it. Still, they should have held off the announcement, at least for a while. “And it ships today!” is one of Apple’s most powerful weapons.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

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Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already f*ed.

 

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post #57 of 72
Quote:
Originally Posted by Constable Odo View Post

Supply constraints? Maybe. Maybe not. But if there really are supply constraints, don't blame suppliers. Blame Tim Cook. Supply chain control is only thing he's supposed to be good at and he can't even carry that out properly. Larry Page of Google got the HD displays on their Nexus 7 on time. Jeff Bezos of Amazon was able to get the HD displays on their Kindle HDXs on time. Which CEO is going to get their HD panels late? Mr. Tim "Late Again" Cook. It figures. Google's share price is still climbing. Amazon's share price is still climbing like no tomorrow. Tim Cook gives Wall Street another reason to keep Apple's share price in the red for 2013.

It's getting almost impossible for Apple to give Wall Street any reasons to boost Apple's share price. From an OS that makes users vomit to supply constraints, it's always something getting screwed up at Apple. Tim Cook might as well take the blame because he's the CEO. Apple is sitting on a mountain of cash and can't figure out how to ramp up production quickly enough. It's not like Tim Cook didn't know Christmas was coming this year. There'll be no return of Apple's share price to $700 this year. It will be lucky to get to $500 with a stiff tailwind. Thanks, Tim. You left Apple shareholders holding an empty bag again.

 

You're too nervous to mess around in the stock market.

 

And does anyone seriously believe this 'vomit' crap? If using the iPhone makes you vomit then it's probably more to do with the bottle of Tequila you drank while you were playing Angry Birds.

post #58 of 72

Waiting to buy four 32GB space gray retina ipad minis........and waiting......and waiting.

 

It'll be worth it though

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Help! I'm trapped in a white dungeon of amazing precision and impeccable tolerances!

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post #59 of 72
Quote:
Originally Posted by Rogifan View Post


OK I'd love to see Apple PR explain all that to consumers who will have ads shoved in their face and read reviews telling them that the Kindle and Nexus 7 devices have much better displays and are cheaper. If there really are these incredible engineering issues that Apple and their display partners haven't been able to solve for then I hope Apple doesn't update the mini this fall (except swapping slate for space gray) and just knocks down the price.

 

What are they supposed to do? Invent unicorn-powered batteries that can power a 35% bigger retina display (vs. the Nexus 7) for the same volume without reducing battery life or making the device heavier or thicker? Pay billions to compensate for the lower yields of a bigger screen to be able to produce 10 millions of them but reducing their margins to zero and then look at their stock value go down toward zero?

 

I guess Apple is doomed then because they can't compete on price with profitless products from Google and Amazon?

 

Yes I can see them dropping the price on the non-retina mini if they don't release the retina version this year, but Apple has almost always been undercut by price and specs of competing products anyway, this is nothing new.

post #60 of 72
Quote:
Originally Posted by daphreev View Post

I don't care when it comes out, I know I can't wait to get an iPad Mini!

You just contradicted yourself in the space of a single sentence.
Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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Citing unnamed sources with limited but direct knowledge of the rumoured device - Comedy Insider (Feb 2014)
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post #61 of 72
Quote:
Originally Posted by VL-Tone View Post

Yes I can see them dropping the price on the non-retina mini if they don't release the retina version this year, but Apple has almost always been undercut by price and specs of competing products anyway, this is nothing new.

I would agree with this when we're talking about specs for specs sake. But I don't put a retina display in that category, Just today Dell announced a new Ultrabook with Macbook Pro like high res display and 13 hour battery life. Which begs the question, could Apple product a rMBP in an Air like form factor? Because it appears that Windows OEM's aren't having problems doing it with Ultrabooks.
post #62 of 72
Quote:
Originally Posted by Rogifan View Post

I would agree with this when we're talking about specs for specs sake. But I don't put a retina display in that category, Just today Dell announced a new Ultrabook with Macbook Pro like high res display and 13 hour battery life. Which begs the question, could Apple product a rMBP in an Air like form factor? Because it appears that Windows OEM's aren't having problems doing it with Ultrabooks.

Lenovo too
http://www.engadget.com/2013/09/11/lenovo-thinkpad-business-notebooks-haswell/
melior diabolus quem scies
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melior diabolus quem scies
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post #63 of 72
Quote:
Originally Posted by Rogifan View Post

I would agree with this when we're talking about specs for specs sake. But I don't put a retina display in that category, Just today Dell announced a new Ultrabook with Macbook Pro like high res display and 13 hour battery life. Which begs the question, could Apple product a rMBP in an Air like form factor? Because it appears that Windows OEM's aren't having problems doing it with Ultrabooks.

Again who says they can't. Just because they haven't doesn't mean they can't.
post #64 of 72
Quote:
Originally Posted by lkrupp View Post
 

 

Yes, yes, we all know Apple is doomed. It's just a matter of time before they assume room temperature. 

That sounds like a cool saying. What does it mean? Did you make it up or is it a common saying my parents neglected to teach me?

post #65 of 72
Quote:
Originally Posted by VL-Tone View Post
 

 

What are they supposed to do? Invent unicorn-powered batteries that can power a 35% bigger retina display (vs. the Nexus 7) for the same volume without reducing battery life or making the device heavier or thicker? 

Also keep in mind that the iPad mini has a somewhat wider body compared to the Nexus 7. Moreover, the newer chipset ought to be more efficient; this is the main reason the Nexus 7 achieves its results despite having a smaller battery compared to the first generation model.

post #66 of 72
Quote:
Originally Posted by Rogifan View Post


I would agree with this when we're talking about specs for specs sake. But I don't put a retina display in that category, Just today Dell announced a new Ultrabook with Macbook Pro like high res display and 13 hour battery life. Which begs the question, could Apple product a rMBP in an Air like form factor? Because it appears that Windows OEM's aren't having problems doing it with Ultrabooks.

 

You're talking about the Dell XPS 11, which at $999 only includes an i3 and 80GB of SSD (vs. i5 and 128GB on the Air), and features a wonderful "capacitive touch" keyboard and that will be shipping in unknown quantities in November? How many of these will they sell? Dell may be able to move a lot of $400 15" laptops, but I'm not sure this thing will be a raging success that necessitate mass-production.

 

And unless I'm mistaken, that high-res Lenovo Thinkpad Gatorguy linked to weights 5.45 pounds(!) and only has 6 hours of battery life. The latest Samsung high-res laptops announced a couple of months ago weight something in between the Air and the Pro, with the price of the Pro, and don't really have the 12h battery life that was "mistakenly" put in their confusing press release.

 

And we still don't know anything about the Haswell MacBook Pros, which may well be thinner and lighter to the point of being close to the Air.

post #67 of 72
Quote:
Originally Posted by d4NjvRzf View Post
 

Also keep in mind that the iPad mini has a somewhat wider body compared to the Nexus 7. Moreover, the newer chipset ought to be more efficient; this is the main reason the Nexus 7 achieves its results despite having a smaller battery compared to the first generation model.

 

But the mini is also thinner (7.2mm vs. 8.56mm), so in volume they're roughly equal. Actually, if you just go with the height x width x depth measurements, the iPad mini has a smaller volume than the 2013 Nexus 7. (The Nexus is slightly more curved on the back, so that's why I said "roughly equal").

 

Not sure what you mean about "the new chipset", even if Apple puts a new more efficient chipset (which obviously they'll have to do), they still have to power up a 35% larger screen compared to the Nexus.

post #68 of 72
Quote:
Originally Posted by VL-Tone View Post
 

 

Not sure what you mean about "the new chipset", even if Apple puts a new more efficient chipset (which obviously they'll have to do), they still have to power up a 35% larger screen compared to the Nexus.

I meant that although the higher res display uses more power, the other components of the Nexus 7 use less. So the power consumption balances out in the end. See the "platform power consumption" chart: http://www.anandtech.com/show/7231/the-nexus-7-2013-review/2

post #69 of 72
Quote:
Originally Posted by pedromartins View Post
 

Again the same BS as the iPhone and Appleinsider is going to publish it all over again?

 

- supply constraints (stock drops),

- leaks (stock drops),

- lack of interest from the public (stock drops),

- interest rises (stock drops),

- release of the device (stock drops),

- bad jokes, Apple is dead, some analyst lose hope on Apple  (stock drops),

- Awesome sales proving all previous stuff was a made up lie  (stock goes up 2 dollars),

- Analysts analyse lines and amount of time for things to go out of stock ( (stock drops),

- Apple gives amazing numers (stock goes up 2%),

- Analysts are proving wrong, but still attack Apple's numbers  (stock drops),

- Nothing happens....  (stock drops).

- Carl Icahn eats (Stock goes up).

 

repeat.

 

Lol good post.  Same BS that they put out about the 5s.  Analysts just like to here themselves talk.  They really have no clue.

Even when Tim Cook warns them they dont listen:

 

Quote:
 Months of rumors about order cuts and so forth, so let me take a moment to comment on these. No comment on any particular rumor. 

I suggest its good to question the accuracy of any kind of rumor about build plans. Even if a particular data point were factual, it would be impossible to interpret that data point as to what it meant to our business. The supply chain is very complex and we have multiple sources for things. Yields can vary, supplier performance can vary. There is an inordinate long list of things that can make any single data point not a great proxy for what is going on.

Analysts dont want the truth.  Truth is boring.  Lies sell better, and garner more "clicks".

post #70 of 72
I agree with the volume issue. Whatever Apple decides to include in the new iPad mini 2 will need tens of millions of components to handle the fall rush. It's easier to produce a new product when less massive quantities need to be created for sale. Remember last fall when Apple prematurely announced the new iMacs, which weren't really available in volume until the new year. I actually had to wait until March to get mine. So, if Apple can't produce the volumes it needs of a completely new mini, I expect we'll see something using current components at reduced prices to handle the fall.

Concerning the retina display issue specifically, Apple will probably be gluing the display and the cover glass glass together to keep it as thin as possible, in addition to making other changes to keep the power usage down. If Apple was willing to make a thicker device, it could probably easily crank out a new mini with off-the-shelf components, which offers the option to include a much larger battery, but that's not its way. Apple engineers its products, it doesn't throw them together.

- Dave Marsh
iMac Intel 27" 3.4GHz, iPad Air 64GB, iPhone 5 32GB

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- Dave Marsh
iMac Intel 27" 3.4GHz, iPad Air 64GB, iPhone 5 32GB

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post #71 of 72
Quote:
Originally Posted by VL-Tone View Post

You're talking about the Dell XPS 11, which at $999 only includes an i3 and 80GB of SSD (vs. i5 and 128GB on the Air), and features a wonderful "capacitive touch" keyboard and that will be shipping in unknown quantities in November? How many of these will they sell? Dell may be able to move a lot of $400 15" laptops, but I'm not sure this thing will be a raging success that necessitate mass-production.

And unless I'm mistaken, that high-res Lenovo Thinkpad Gatorguy linked to weights 5.45 pounds(!) and only has 6 hours of battery life. The latest Samsung high-res laptops announced a couple of months ago weight something in between the Air and the Pro, with the price of the Pro, and don't really have the 12h battery life that was "mistakenly" put in their confusing press release.

And we still don't know anything about the Haswell MacBook Pros, which may well be thinner and lighter to the point of being close to the Air.
No, actually I was referring to the XPS 15.
http://www.theverge.com/2013/10/2/4793836/dells-new-xps-15-aims-to-be-the-king-of-portable-windows-machines#comments
post #72 of 72
Quote:
Originally Posted by jungmark View Post

Again who says they can't. Just because they haven't doesn't mean they can't.
I didn't say they couldn't. I wish they would. If I could wring some of the conservatism out of Apple I would. 1tongue.gif

Anyway I'll be disappointed if we get non-retina mini this year because Apple thinks they can squeeze another year of sales out of the device without having to go retina. If there really are engineering issues then I hope they don't update the mini (and pretend they had no intention of releasing a retina mini this year) only to update it again in 4-6 months with retina.
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