“Shipments of 9.7-inch tablet PC panels collapsed, falling from 7.4 to 1.3M, while 7-inch and 7.9-inch panel shipments grew rapidly, from 12 to 14M. Shipments of 10.1-inch panels grew only slightly,” Hsieh reports. “The January panel shipment data may be an indicator for 2013, starting with Apple’s product mix shift.”
Hsieh reports, “As we noted in December, Apple had planned to sell 40M iPad minis (7.9-inch) and 60M iPads (9.7-inch) in 2013. However, the reality seems to be the reverse, as the iPad mini has been more popular than the iPad. We now understand that Apple may be planning to sell 55M iPad minis (7.9-inch) and 33M iPads (9.7-inch) in 2013.”
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