Ahead of Apple's 1PM ET iPad event (webcast, live blog), Cowen's Timothy Arcuri has joined Reuters in reporting retina iPad Mini (AAPL -0.6%) supplies will be light until 2014 due to display manufacturing issues.
Former Apple employee Jamie Ryan reports hearing from a couple of current employees Apple has prototyped an iPad keyboard cover similar to Microsoft's Surface Touch Covers. If Apple launches a keyboard accessory, it could be bad news for Logitech (LOGI +0.7%), whose Ultrathin iPad keyboard covers have sold very well.
Though multiple reports indicate Apple has slashed iPhone 5C production and upped 5S production, Localytics' latest activation data indicates the global ratio of in-use 5S to 5C units has fallen to 2.3:1, from 3.3:1 near launch time. In the U.S., the ratio has dropped to 1.9:1 from 3:1.
Localytics also reports the second and first-gen iPads (neither have retina displays) still respectively make up 38% and 8% of the global iPad base; many of those users might be keen on upgrading. The 3rd-gen model is said to be make up 19%, the 4th-gen 18%, and the Mini 17%.