Following several reports this month and hints from Tim Cook that Retina iPad mini stock could be in short supply when the device launches next month, the hit and miss DigiTimes reports today that the shortages are due to limited supply of displays from Apple’s supplier Sharp. Specifically, the report claims that Sharp’s “Oxide TFT process is seeing low yield rates” leading to a less than ideal supply of 7.9-inch Retina panels. Sharp accounts for around 40% of the displays for iPad mini with Retina display production, while LG Display is providing the other approximately 60%, according to the report: expand full story
shortage October 30, 2013
shortage December 7, 2012
shortage November 2, 2012
iPad mini officially went on sale at 8 a.m. this morning and reports are already starting to flow in that many Apple Stores have sold out of initial stock. Topeka Capital’s Brian White released a note to clients this morning (via BusinessInsider) that noted all models of iPad mini sold out in just over two hours at Apple’s flagship Fifth Avenue New York City store. Before today’s launch, shipment dates for Apple’s online pre-orders of the device had been pushed back, while shipment dates for pre-ordered LTE models of the device were recently removed.
Now reports indicate stores in the United Kingdom, Singapore, Canada, and many other states from Alabama to Hawaii have sold out of initial supplies.
@markgurman better do it now. We are all out of whites. We only got like a 100 minis and 900 retinas.—
madfruitstandemploye (@madfruitstand) November 02, 2012
It’s unclear just how much stock Apple had delivered to its various stores and resellers, but we noted earlier today that lines were much smaller than usual at many locations. The lines were most likely due to the fact today’s launch included just the Wi-Fi-only model, but it looks like Apple is still not able to meet demand in many locations. Some stores were rumored to get about 100 units, as noted in the tweet above, while we heard bigger stores received as many as 300.
It’s also not yet clear if supply of the new iPad mini will be held back by similar manufacturing troubles and supply constraints of which Apple is now experiencing with iPhone 5 and the new iMacs leading into the holidays.
Judging by the collection of tweets that we put together below, Apple is quickly selling out of initial iPad mini stock in many locations around the globe. Most stores are not expecting additional shipments today: