“The second generation iPad is expected to hit the market at the end of the first quarter of 2011,” Kuo and Yu report. “Suppliers in the supply chain are estimated to start shipments in the first quarter.”
Kuo and Yu report, “It is understood that Coretronic is the only BLU supplier of CMI for iPad 2, while LG Display is getting iPad 2 BLUs from Coretronic and Radiant Opto-Electronics.”
Read more in the full article here.
[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]
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OK, now I’m raising my AAPL target price a dime.