Apple quietly launched the iPad Mini with Retina display yesterday, and while it’s accepting in-store pickups and online orders, it doesn’t yet have a huge stock of the tablet in its retail stores.
Several industry analysts have suggested this is due to shortages of the 7.9-inch Retina display, and as a result one analyst, Rhoda Alexander from IHS iSuppli, believes Apple will ship just about 2 million of the tablet during the fourth quarter of this year. The shortages, which have been rumored to be the result of Sharp IGZO display burn-in problems, are expected to ease up in the first quarter of next year, however.
“We maintain our iPad Mini R (Retina) shipments forecast of around 2.2 million units for 4Q13,” KGI Securities analyst Ming-Chi Kuo said in a recent report. “Considering production yield improvement at the supply chain, we forecast shipments will grow 102% QoQ in 1Q14 to 4.5 million units.”
We think, as a result of the component shortages for the iPad mini with Retina display, Apple is really going to push for sales of its iPad Air this holiday season, considering there’s bountiful supply of that tablet. Hopefully we won’t see too many delays for the smaller device, though increased demand could, as Alexander said, push shipment times back by weeks.