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WSJ: Retina iPad Mini production to start in Q4

  • "Mass production" of an iPad Mini (AAPL +0.9%) sporting a retina display made by Samsung (SSNLF.PK), Sharp (SHCAY.PK), and LG Display (LPL) will reportedly start in Q4. No word on whether the device will also launch in the quarter, or in Q1 2014, as others (I, II) have suggested.
  • 9to5 Mac just reported iOS 7 SDK code indicates a non-retina Mini is also on tap. Will Apple offer a non-retina model for less than $300 to take on cheaper, share-gaining, 7" Android tablets?
  • Recent reports have also indicated Apple, in spite of its obvious differences with Samsung, plans to continue using the company as a chip foundry partner (along with TSMC), and will rely on it to supply thin LCD glass.
  • AU Optronics (AUO +3%), which (together with LG Display) supplies LCDs for the current Mini, reportedly won't be a retina Mini supplier.
  • Previous: Misek hikes PT to $540
Comments (11)
  • chopchop0
    , contributor
    Comments (3137) | Send Message
     
    "Recent reports have also indicated Apple, in spite of its obvious differences with Samsung, plans to continue using the company as a chip foundry partner (along with TSMC), and will rely on it to supply thin LCD glass."

     

    Once a friend, now a frenemy. AAPL couldn't dump SSNLF if its life depended on it
    1 Aug 2013, 09:50 AM Reply Like
  • Jack Baker
    , contributor
    Comments (886) | Send Message
     
    Yes, they can. It will just take more time to get the manufacturing ducks in line. Eventually, Apple wlll completely sever the cord. Then what will Google and Samsung do without Schmidt taking intelligence from being on the Apple board and Samsung having insight into what components are going into new products? The copy-cat timeline will be stretched way out for both.
    1 Aug 2013, 10:51 AM Reply Like
  • chopchop0
    , contributor
    Comments (3137) | Send Message
     
    They'll come up with their own intelligence.

     

    Samsung already has with things like Smart stay, smart rotation, and the category of "phablets" Now there are rumblings of AAPL trying to catch up with larger phones.

     

    Google has been innovating android for years. Quite frankly, iOS looks dated in comparison. The notification system on android is light years ahead of it
    1 Aug 2013, 10:54 AM Reply Like
  • rocback
    , contributor
    Comments (975) | Send Message
     
    I see the Korean high schools must have let our early today. Right chopchop?

     

    http://bit.ly/166eTpv
    1 Aug 2013, 12:35 PM Reply Like
  • chopchop0
    , contributor
    Comments (3137) | Send Message
     
    Earlier than the Genius Bar, rocback.
    1 Aug 2013, 02:15 PM Reply Like
  • Ninja Trader
    , contributor
    Comments (633) | Send Message
     
    Great comment rocback!!

     

    Slamsung probably has more than a few analysts on their payroll also!
    1 Aug 2013, 09:35 PM Reply Like
  • what do I know
    , contributor
    Comments (1049) | Send Message
     
    Please don't mind, but I thought there is program to correct spelling mistake- your first word should be corrected. It is a big company.
    2 Aug 2013, 10:03 AM Reply Like
  • Ninja Trader
    , contributor
    Comments (633) | Send Message
     
    It was intentional, but then again, what do you know?
    2 Aug 2013, 04:04 PM Reply Like
  • szeducate
    , contributor
    Comments (79) | Send Message
     
    To use your main competitor as a major supplier is not a good thing. Every new advanced item Apple comes out with they get a chance to see it nuts and bolts view. Having Eric Schmidt on the Board of Directors is also not a smart idea. Does a smart company bring in the CEO of one of your major rivals and let him know what is coming down the pike. I would be out of business if I did that in my company.
    1 Aug 2013, 10:55 AM Reply Like
  • nfultz1
    , contributor
    Comments (67) | Send Message
     
    Eric Schmidt has not been on Apple's board since 2009. He originally joined long before Apple and Google were competitors. However, he should of left the board after they purchased Android in 2005.
    1 Aug 2013, 11:40 AM Reply Like
  • what do I know
    , contributor
    Comments (1049) | Send Message
     
    Mr. Eric Schmidt is not on Apple's Board.
    1 Aug 2013, 01:18 PM Reply Like
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