Research and Markets (http://bit.ly/PlcAHN) has announced the addition of the “Apple supply chain to enter mass production for a new 9.7-inch iPad (codename: XXXX) in August-September” report to their offering.
The market research firm anticipates Apple releasing a modified version of the 9.7-inch new iPad in 4Q12, in addition to the iPhone 5 and a 7.85-inch iPad mini. In that case, current 9.7 new iPad (codename: J2) production at Foxconn was 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, Research and Markets reiterates that the iPhone 5 and iPad mini display supply chain are likely to face in-cell panel or touch panel constraints in 3Q12, which may cause Apple to adjust down initial iPhone 5 and iPad mini supply projections for 2012.
Key Takeaways from the research:
1. Expecting Apple to launch a new 9.7 iPad to maintain a stronger sales momentum in 4Q12.
2. Apple may cut its 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.
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