“LG Display’s panel shipments for the 9.7-inch iPad dropped to 600,000 units in January 2012, down from six million units in the previous month, according to industry sources,” Rebecca Kuo and Alex Wolfgram report for DigiTimes.
“The sources said the drop is largely due to the growing popularity of the iPad mini as well as to increasing demand for low-priced tablets,” Kuo and Wolfgram report. “Additionally, January is traditionally a slow period for panel shipments, added the observers.”
Kuo and Wolfgram report, “The 90% on-month drop was a major contributing factor to LG Display’s overall performance in January, but the company is expected to see a rebound in its panel shipments for the 9.7-inch iPad during the second quarter due to an expected release of Apple’s next-generation iPad in the third quarter, the sources noted.”
Read more in the full article here.
What was it that TC said about reports concerning supply chain?
‘Our supply chain is to complex to interpret from a single report what is happening with production.’
In this report Digitimes did try to acknowledge that several different reasons could be responsible for the decline, but buried deeper in the report as they were, the headline is going to be the thing remembered by the unwashed/ignorant.
By “unwashed/ignorant” you mean people like Einhorn? Oh sorry, you didn’t mention greedy and useless.
…or BOTH 😀
“The sources said the drop is largely due to the growing popularity of the iPad mini as well as to increasing demand for low-priced tablets,”
WOW! I remember well when initial calls for a “mini” were demeaned by “pundits” (and from this site as well) almost to the point of being “anti-Apple”.
There is a place for the larger one but there is more “space” for the mini!
OMFreakinG Apple cancels 90% of all parts orders for iOS device production! Apple is doomed, Stock slashed to $100, They couldn’t compete with the surface pro and android. The final nail in Apples’ coffin was the LG acquisition of WebOS
Apple bear is gonna wake up . They will say iPad demand is slowing .
The Apple bear has not gone to sleep yet. He is on amphetamines this quarter.
Cue reports of immenit gloom and doom from the anal ysts……
And Raymond!