Analyst: iPad Pro and Apple Pencil hit by production issues

“KGI Securities analyst Ming-Chi Kuo says Apple is seeing less than satisfactory output of iPad Pro’s massive 12.9-inch display, the tablet’s main draw,” Mikey Campbell reports for AppleInsider. “Kuo says Sharp is currently the sole supplier for Pro’s high-resolution screen, though Samsung is expected to lend a hand before the end of 2015.”

“As many iPad Pro buyers are well aware, Apple Pencil was in strictly limited supply at launch, with current ship-by times pegged at four- to five-weeks,” Campbell reports. “Confirming industry whispers, Kuo says assembly of the complex device is not going as smoothly as planned.”

“Kuo breaks down supply chain allotments, noting TSMC is manufacturing all A9X processors. Radiant is supplying 100 percent of iPad Pro’s backlight modules, Parade is the lone display timing controller supplier and GIS accounts for 75 percent of all touch module and LCM assemblies,” Campbell reports. “Longtime partner Foxconn is once again taking lead on putting all the pieces together.”

Full article here.

MacDailyNews Take: Can beleaguered Sharp, which has been running on fumes for years now, do anything right?

Hon Hai considering $1.7 billion stake in Sharp LCD business; to ask Apple to invest a ‘few hundred million’ – September 28, 2015
Hon Hai offers to buy Sharp’s LCD business, wants Apple funds – September 21, 2015
Apple suppliers Sharp, Foxconn in talks for LCD joint venture – August 24, 2015
Beleaguered Sharp’s problems present an opportunity for mighty Apple – May 15, 2015
Apple display supplier Sharp warns on ability to stay afloat after $1.9 billion loss – May 14, 2015
Apple iPhone display supplier Sharp boosts operating profit – August 1, 2014
Sharp dedicates entire LCD plant to Apple – June 30, 2014
Hon Hai in no hurry to finalize Sharp deal – June 26, 2013
Sharp to replace chairman, president after losses – May 14, 2013


  1. Suddenly got notification today that the Pencil and Keyboard will arrive tomorrow, exactly a week after the iPad Pro arrived on the 13 Nov. It was slated to arrive on 3-10 Dec when the order was placed.

  2. Ordered Apple Pencil within 90 seconds of the Buy option becoming available, and ordered another 90 seconds later. Both have not yet shipped and list Nov. 20-30 as arrival estimates. Picked up both iPad Pros that morning. Not judging, just saying.

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