KGI Securities' Ming-Chi Kuo, who yesterday reported the next-gen iPhone and iPad Mini are...

KGI Securities' Ming-Chi Kuo, who yesterday reported the next-gen iPhone and iPad Mini are dealing with component yield issues, today writes the Mini's issues are due to Apple's (AAPL) use of a new touchscreen technology called GF2, which will allow the Mini to be thinner than the regular iPad (at least until the latter gets a refresh), and lighter than rival tablets. Kuo believes Mini shipments will begin in 1H October, and that the device will go on sale in late October. (earlier) (AllThingsD report)
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Comments (11)
  • AnecdotalEmpiricist
    , contributor
    Comments (79) | Send Message
    Ming-Chi Kuo has been described by Techcrunch as being "relatively on-point", which is pretty positive given all of the commentary on Apple's supply chain. My take: while not ideal, GF2 will be worth the wait. I don't care what quarter Apple sells them in, as long as the sell a lot of them ;)
    31 Aug 2012, 07:30 PM Reply Like
  • dmarilley
    , contributor
    Comments (896) | Send Message
    What are the GF2 touch functionality drawbacks?
    31 Aug 2012, 08:19 PM Reply Like
  • Mike Maher
    , contributor
    Comments (2862) | Send Message
    who makes the chip for the new screen?
    31 Aug 2012, 09:57 PM Reply Like
  • Riverrun
    , contributor
    Comments (263) | Send Message
    same old tune fiddle and guitar
    1 Sep 2012, 12:33 AM Reply Like
  • pman6
    , contributor
    Comments (270) | Send Message
    sell sell sell !
    1 Sep 2012, 01:55 AM Reply Like
  • Deja Vu
    , contributor
    Comments (1805) | Send Message
    Given that after September 16, defendants in patent cases can choose to have the cases heard by a panel of patent experts (instead of a lay jury) with deep expertise in engineering and patent law, I don't see much of future for Apple, who have already fallen significantly behind Samsung. What ever crippled products that Apple brings to the market will appeal to the "creative" baristas who like to queue up on sidewalks, but the broader majority have already chosen Android.
    1 Sep 2012, 08:51 AM Reply Like
  • chriscrimson98
    , contributor
    Comments (12) | Send Message
    Are you daft?
    1 Oct 2012, 07:13 PM Reply Like
  • oregondean
    , contributor
    Comments (107) | Send Message
    Unit market share is interesting when you are drinking with your buddies. As an investor/trader I'm more pleased to have margins in our favor - not just a little, but by a wide swath ... and the ecosystem (recurring revenues), and an awesome supply chain, an awesome retail approach, a family of complementary, devices, and the "buzz" (based on the best users experiences) that keeps folks lining up the night before to buy the new products.


    pman6 - thanks for selling, I'm buying.
    1 Sep 2012, 09:09 PM Reply Like
  • cdiez58
    , contributor
    Comments (7) | Send Message
    @oregondean you've made 48 pro Apple posts..and no other posts on other tech....not much street cred..Apple is a great results oriented company cant argue with their success...but like the derivatives market where so many genius's just about collapsed the free world Apple's time is just about out....(i mean crazy growth projections) Would not want to own it at $700 to $750. Grant it I got out too early...but out safely...
    1 Oct 2012, 03:17 PM Reply Like
  • Dialectical Materialist
    , contributor
    Comments (5080) | Send Message


    You don't need crazy growth projections to justify 750. 15% growth and a 15 PE (for a PEG of 1) would put AAPL at 760 in 12 months and 875 in 24 months. Doesn't seem too crazy. Especially considering they would have $250B in cash in 24 months all other things being equal. Sure, they may increase the buyback or dividend to dump some cash, but that only makes earnings even stronger.
    1 Oct 2012, 05:13 PM Reply Like
  • jocca
    , contributor
    Comments (243) | Send Message
    With 50 Billions cash earned for 2012, the P/E for AAPL stands at 12, not even forward but actual value. That is not even taking into account the cash they have on hand right now. The growth in 2013 will be up big again, given the refresh rate of both the iPhone, iPad, iPod, iMac and the portables. I will rather have AAPL than AMAZ with growth that is certainly not being monetized and an expanding P/E ratio that should ring an alarm bell the size of a whale.
    27 Oct 2012, 07:27 PM Reply Like
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