Rabu, 06 Juli 2011

Apple Prepping an iPad 2 'Plus'

An analyst with FBR Capital Markets claims to have received word that Apple is building an iPad 2 ‘Plus’ before ordering production of the iPad 3.

Reminiscent of iPhone 4S rumors, and quite unlikely to materialize, the rumor is that component makers have received request-for-quotes (RFQs) from Apple for an 'iPad 2 Plus'.


"There are some indications from the supply chain that Apple may look to introduce an 'iPad 2 Plus' device as they put out request for quotes from various component suppliers for this marginally different device," FBR Capital Markets analyst Craig Berger wrote in a note to clients.

"We now hear that component makers have received request-for-quotes (RFQs) from Apple for an 'iPad 2 Plus', though no production schedule has yet been confirmed with suppliers," he wrote.

Reportedly, the key differentiator is a screen that boasts increased pixel density.

The current matrix is 132 pixels per inch (ppi). This will reportedly be increased to 250-300 ppi for the 'iPad 2 Plus', according to FBR Capital Markets.

By comparison, the iPhone 4's Retina display has 326 pixels per inch.

"While we find this new commentary interesting, we await more confirming data points from other supply chain contacts before fully believing a new iPad device is coming in 2011," the analyst said, according to the International Business Times.

He believes Cupertino is on track to sell 10 million iPads in the second quarter of 2011, and 16.5 million units in the third quarter.

Targeted annual builds of 40 to 45 million units seem very likely, with total iPad builds of 32.5 million units during the first three quarters of 2011, the analyst reportedly said.

Apple has also placed orders for five million touch sensors for the iPad 2 which begin shipping this month, according to DigiTimes, a Taiwanese source with multiple ties in the industry.

"Given the volatility seen in iPad build data of late, we will continue to monitor field checks for any positive or negative revisions," Berger concluded.

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