Mingchi-Kuo-ipad-2013.

An analyst note from a usually reliable Ming-Chi Kuo (郭明錤) seemingly confirms our expectation that Apple will not announce new iPads on September 10th, but at a separate event later in the year.

The note makes supply chain forecasts suggesting that assembly production of the iPad 5 and iPad Mini 2 will start with low-volume production this month, and enter mass-production in the final quarter. If the tablets were to be announced on September 10th, we would expect them to be much further along the production cycle by now.

As expected, both iPad models are said to use the A7X processor, which should see be a particularly noticeable improvement on the existing A5-based Mini.

There were a couple of surprises in the note … 

First, it suggests that the rumored ‘low-cost’ non-Retina Mini will not be released until next year. The explanation offered is that 2014 was the original planned release date for all the new iPads, but that increasing competition in the market led Apple to bring forward the dates for the iPad 5 and iPad Mini 2. If that is true, Apple will probably continue to offer the current iPad minis at reduced prices. As a guide, look at Apple’s refurb prices on minis.

Second, the iPad 2 is apparently going to continue in production. We would have expected Apple to end production of the device at this point: that and the iPhone 4/4S are the only iOS devices still in production to use the old 30-pin connector (yes Classic iPod too) in place of the Lightning connector used on everything else. The iPhone 4 and 4S are rumored to be ceasing production as of the launch of the new iPhones. Purely speculation here: What if Apple were to create a new version of the iPad 2 with Lightning connector and slightly updated chipset to keep a lower cost, non-retina option on the table?

Foxconn is said to be the sole supplier of the iPad 5, with iPad Mini 2 production split between Foxconn and Pegatron.

UnboxTherapy has a new video claiming to show the backplate of the iPad Mini 2:

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

6 Responses to “KGI’s Ming-Chi Kuo provides details on new iPads coming in Q4”

  1. gpy (@gpy) says:

    So the keynote may go with this agenda:

    - Welcome and Thank you.
    - Incredible results on iOS sold devices
    - Incredible results on AppStore sales
    - Revamped Streaming Services (iTunes Radio)
    - An update on Maverick
    - Announcing Release of iOS7
    …see the new Ads
    - Announcing 5s (unified LTE)
    …see the new Ads
    - Announcing 5c (mainly for China market)
    …see the new Ads
    - New Apple TV
    - …no one more thing…
    My bet on duration 1:15min…

  2. Jim Dalrymple has already confirmed that there’s no ipad at the Sep 10 event long time ago….

  3. rettun1 says:

    That would be a lot of iPad models on the market:
    iPad 5
    Retina iPad mini
    iPad 2
    New Non retina iPad mini
    Old retina iPad mini

    I know it’s a good idea to have product strategy and have different classes of product, but I feel like that line up is a little cluttered. But I’m sure Apple will figure it all out and make sense of it

  4. mkimid says:

    New iPad 5 will have ~32Wh battery and will support 6~9 hours, and retina iPad mini with A7x, ~16Wh batttery, it just can support 4~7 hours runtime.