Chinese Taiwan technology site DigiTimes reported on Wednesday that Apple iPad mini and iMac sales this year may be lower than the initial target, due to the impact of the parts supply shortage problem.
Sources familiar with the matter revealled, Apple iPad mini display panel makers output is low, and the backlight module manufacturers are facing with the predicament of limited supply, these two issues will impact on this year’s iPad mini sales.
The source said that AU Optronics and LG are providing display panel for iPad mini, but the former has suffered production problem, which caused its shipping percentage dropped to about 22% from the original target of 40%. Earlier there were reports said, the Apple’s current quarter’s iPad mini sales target is 10 million units, but because of the AU Optronics production standstill sake, it’s expected its sales will reach 600 million units as much as possible.
At the same time, the production of the new iMac also suffered a delay. LG is responsible for the production of display panel for the new iMac, but the company had to create a new manufacturing process for large-scale production of such component. Sources said that LG can only provide a limited number of component, which will lead to the sales of the iMac blocked. The 21.5-inch new iMac will be listed this week, and the 27-inch iMac will begin shipping in December.
The sales of iPad mini and iMac should increase early next year, when suppliers will produce more parts for these new devices, thereby increasing their own revenue. At the same time, the suppliers parts output should be able to improve to help Apple complete the sales target in the first quarter of next year. But in 2013 there may be other supply problem, which will focus on the chip. It’s reported that Samsung is clearly unwilling to provide chips for Apple iPad and iPhone, so TSMC will face the pressure of increasing capacity.