Apple’s goal of producing 45 million iPads is ‘out of reach,’ analyst says

By on May 17, 2011 at 12:00 PM.

Apple’s goal of producing 45 million iPads is ‘out of reach,’ analyst says

According to Business Insider, a report from FBR analyst Craig Berger claims that Apple’s goal of producing 40-45 million iPads is “out of reach.” Apple’s current second-quarter production target is 6.2 million iPad units, but that may not be possible due to production issues with Hon Hai, Berger said. As a result, actual iPad production could drop to 5.2 million units during the third quarter. Similarly, Berger argues that Apple may face production issues from the March earthquake in Japan, particularly in relation to touchscreen displays. Berger’s report is on a par with a recent DigiTimes article that suggested Apple would have a hard time manufacturing enough iPhone 4 and iPad 2 units to meet demand due to material and labor shortages at Foxconn. More →

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iPhone 5, iPad 2 delayed according to rumors

By on February 22, 2011 at 8:30 AM.

iPhone 5, iPad 2 delayed according to rumors

According to two independent notes issued on Tuesday, both of Apple’s flagship iOS products for 2011 may be delayed. First, FBR Capital Markets analyst Craig Berger claims that the next-generation iPhone may be delayed until September. “For the iPhone 5, we continue to hear that a July launch is unlikely, with various casing suppliers and touch suppliers still ramping up, with some chip vendors not having yet received firm iPhone 5 orders, and with other sockets like the image sensor (most likely going to Omnivision exclusively, but with some potential for Sony to split that socket) still in flux,” Berger wrote in a note to investors. “Given these factors, we think a September launch is more likely, off from Apple’s traditional iPhone launch schedule, but giving the firm more time to enhance its next-generation instant communications on the phone.” Berger also claims that Apple intends to build 100 million iPhone handsets during the 2011 calendar year, up from FBC’s previous estimate of 75 million. More →

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