An estimate based on chatter among touch-panel suppliers seems way out of line
Several sites early Wednesday picked up a report from Taiwan-based DigiTimes that suppliers of 9.7 inch iPad touch-panel screens had received orders from Apple (AAPL) totaling 65 million units for 2011 -- 35 million for LG Display and 15 million each for Samsung and Chimei Innolux.
DigiTimes, which has good sources in Apple's Asian supply chain, regularly publishes credible MOREPhilip Elmer-DeWitt - Dec 29, 2010 7:11 AM ET
Digging out of the news that piled up while New York was getting socked with a snowstorm
Here's what we found Monday night when we finally made our way from Boston back to Brooklyn: 6-foot drifts, unplowed streets and a pile of unsorted Apple (AAPL) headlines. The top news:
A brief report from DigiTimes that Apple has upped its iPhone shipment goal for the quarter that started Sunday from 19 million to MOREPhilip Elmer-DeWitt - Dec 28, 2010 6:02 AM ET
Reports from Apple's Asian suppliers hint at lighter, more affordable machines
An item in Thursday's DigiTimes offers an early glimpse at Apple's (AAPL) plans for its flagship computer line in 2011. The details -- based on reports from unnamed "upstream component makers" -- are sparse:
At least four new MacBook Pro models with a "slight" change in chassis design
A new iMac with a different screen size and a presumably lower price point MORE
That's the target, according to the latest reports from Apple's Chinese supply chain
A report in DigiTimes early Tuesday that Foxconn has been ordered to begin shipping the next generation iPad within the next 100 days -- with initial shipments to reach 400,000 to 600,000 units -- sparked a flurry of headlines suggesting that Apple (AAPL) had shortened its production cycle and might start selling the iPad 2 before the end MOREPhilip Elmer-DeWitt - Dec 7, 2010 8:22 AM ET
Sales estimates range from 35 million to 100 million, with the biggest slice going to Apple
In his debut performance in this week's Barron's, where he replaces the venerable Eric Savitz (now at Forbes), Tiernan Ray provides a useful round-up of Wall Street tablet sales estimates for 2011.
Only trouble is, the estimates vary so widely you don't whether to laugh or cry.
On the low end, Citigroup estimates sales of 35 million, MOREPhilip Elmer-DeWitt - Nov 27, 2010 12:50 PM ET
Its Asian supplier is said to be opening 50 new productions lines to meet demand
DigiTimes, the Taipei-based daily that covers the Far Eastern electronics markets like the Sporting News covers baseball, reported Tuesday that Apple (AAPL) has stepped up production of the iPad in China.
The item is unsourced and like all supply-chain reporting should be treated as a rumor. But according to unnamed "sources from upstream component makers" Foxconn has MOREPhilip Elmer-DeWitt - Nov 23, 2010 1:10 PM ET
And 24 million by the end of 2010, according to a new report out of Taiwan
DigiTimes, a Taipei-based tech daily with a rich supply of anonymous tipsters among Apple's (AAPL) Pacific Rim suppliers, issued a detailed report Monday about the next generation iPhone that actually quotes a source by name.
This is presumably the same fourth-generation iPhone -- or one much like it -- that was left in a Redwood City MOREPhilip Elmer-DeWitt - May 17, 2010 10:27 AM ET
Don't hold your breath. What to make of the latest rumors out of Asia.
The hearts of more than a few Verizon subscribers skipped a beat Thursday with a rumor out of Taiwan that Apple (AAPL) had ordered a huge number of iPhones equipped with CDMA modems -- the cellular technology supported by Verizon's (VZ) network.
AT&T (T) and most overseas carriers use an incompatible technology called GSM that drives Apple's current MOREPhilip Elmer-DeWitt - May 14, 2010 10:31 AM ET
Steve Jobs' next big thing is being retooled, Asian supply-chain sources report
Live by the rumor, die by the rumor. Or at least go on life support.
The Apple (AAPL) tablet computer that all Silicon Valley has taken as a given -- but no one outside of Cupertino seems to have seen -- won't be arriving early next year, as widely rumored, and may not appear until the second half of 2010.
This MOREPhilip Elmer-DeWitt - Nov 19, 2009 6:18 AM ET
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