Reports are piling up that the retina iPad Mini (AAPL +1.1%) launch is getting pushed back to Q1 '14, and that an incremental Mini update (faster CPU, thinner form factor) may arrive later this year. NPD's Richard Shim made such a prediction last month, Taiwan's Economic Daily News issued a similar report last week, and now Digitimes has joined the fray, stating a 2014 launch is "likely." Meanwhile, Jefferies' Peter Misek says iPhone 5S production will start later this month, in time for a late-Sep./early Oct. launch. He thinks total iPhone build plans are at the high end of a 25M-30M range for calendar Q3, and at 50M-55M for calendar Q4, and that the mix has shifted strongly towards a low-cost iPhone. (bezel-free iPad) (Wedge Partners)