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Apple iPad Shipments to Reach 100 Million in 2013?

In 2012, Apple’s iPad continues to dominate tablet PC panel production. According to our Quarterly Large Area TFT Panel Shipment Report, panel makers including Samsung, LG Display, Sharp and Innolux will ship 70 million 9.7” iPad panels in 2012. Of those, 23 million will be iPad 2 XGA panels and 47 million will be new iPad QXGA panels, using both a-Si and oxide TFT technologies. While the new iPad was originally planned to replace the iPad 2, strong sales of the legacy model have continued, and panel makers have adjusted new iPad panel production downward while maintaining production of iPad 2 panels.

When Apple unveiled the iPad mini in October many criticized it’s $329 price as too expensive for a 7 segment tablet PC, given competition from other 7” tablet PCs, including Amazon Kindle Fire, Google Nexus, ASUS, and many private labels. However, there is always a strong base of customers who only want Apple products; recently, the iPad mini was voted one of the hottest consumer products of 2012 in Japan. The iPad mini immediately faced supply shortages for its 7.85” XGA display, supplied by AUO and LG Display. Originally, Apple planned to sell 6 million units in 2012; according to the Quarterly Small/Medium Shipment and Forecast Report, only 1.6 million panels shipped in Q3’12, but Apple is asking panel makers to ship more than 12 million in Q4’12 to fulfill the strong demand.

Panels for iPads are known to be hard to make, not only because of the high resolution and low power consumption requirements, but also because the wide viewing angle and high color saturation specifications require additional photomask steps in the manufacturing process. Standard a-Si TFT backplanes require 4 or 5 photomask steps, but the iPad and iPad mini panels require 6 to 7, and for panel makers with limited experience in IPS or FFS production, as many as 8 mask steps may be used. Increased mask steps means longer production times and lower yield rates.

In 2013, it is likely that Apple will adjust its product portfolio to meet the strong demand for the iPad mini. We believe that Apple is targeting total iPad shipments of 100 million in 2013, half accounted for by the iPad mini, and 40 million new iPad and 10 million iPad 2, as production continues at least until the middle of 2013. As our Quarterly Mobile PC Shipment and Forecast Report forecasts the 2013 tablet PC market to be over 170 million, if Apple hits its targets it will continue its domination at approximately 60% market share.

If the iPad mini volume is anything near 50 million units, Apple will need to find other panel suppliers in addition to AUO and LG Display, just as it always has three suppliers for the iPad panels. Leading candidates include Century in China, Innolux in Taiwan, as well as Panasonic LCD in Japan, which are all experienced at IPS technologies. At the same time, Apple will need to manage its iPad panel supply in the event that it parts ways with Samsung.

  • http://apple.blogarch.com/?p=3622 Report: Apple Prepping High-Res iPad Mini | Apple Product News

    [...] researcher David Hsieh predicted recently that “in 2013, it is expected that Apple will adjust a product portfolio to accommodate a [...]

  • http://www.snaggstuff.net/blog/?p=25053 Report: Apple Prepping High-Res iPad Mini | News & Opinion | PCMag.com | SnaggStuff.com Blog

    [...] analyst David Hsieh predicted recently that “in 2013, it is likely that Apple will adjust its product portfolio to meet the strong [...]

  • http://www.lexum.ru/2012/12/15/ipad-mini-to-outsell-ipad-get-retina-display-ipad-to-slenderize/ iPad mini to outsell iPad, get Retina Display? iPad to slenderize? | Laptop Service in Moscow

    [...] It was close. We Apple fanbois nearly had to endure an entire week without an iPad rumor, but as the week drew to a close those intrepid rumor-mongers at DigiTimes gifted us with two – in the same brief article, no less – and NPD Display Search added a third.… [...]

  • http://www.thetechcentral.com/wireless/apple-could-shift-50-million-ipad-minis-next-year-pack-mini-2-with-retina/ Apple could shift 50 million iPad minis next year, pack mini 2 with Retina | The Tech Central – Technology News, Latest Gadgets, Latest Reviews & Opinions

    [...] The first comes from David Hsieh, vice president, Greater China Market for NPD DisplaySearch, an analytics firm that specializes in display supply chain and display-related industries, in a recent blog post. [...]

  • http://allcom.se/?p=40178 Apple could shift 50 million iPad minis next year, pack mini 2 with Retina | allcom.se

    [...] The first comes from David Hsieh, vice president, Greater China Market for NPD DisplaySearch, an analytics firm that specializes in display supply chain and display-related industries, in a recent blog post. [...]

  • http://www.macgasm.net/2012/12/14/ipad-mini-outselling-ipad-4-expected-to-ship-50-million-units-in-2013/ iPad Mini Outselling iPad 4, Expected To Ship 50 Million Units in 2013

    [...] people still can’t seem to stop themselves from buying the thing. A report by analyst company NPD DisplaySearch has said that currently, the iPad mini is selling units much faster than its larger iPad 4 [...]

  • http://www.need2review.net/content/apple-could-shift-50-million-ipad-minis-next-year-pack-mini-2-with-retina/ Apple could shift 50 million iPad minis next year, pack mini 2 with Retina – Need2review | Need2review

    [...] The first comes from David Hsieh, vice president, Greater China Market for NPD DisplaySearch, an analytics firm that specializes in display supply chain and display-related industries, in a recent blog post. [...]

  • http://www.my-host.co.uk/apple-related/?p=173617 iPad Shipments Expected To Reach 100M In 2013, And iPad Mini Will Account For Half [Report] | Apple Related

    [...] Source: DisplaySearch [...]

  • http://www.needawebsite.eu/samples/et/?p=21817 iPad mini to outsell iPad, get Retina Display? iPad to slenderize? | et

    [...] It was close. We Apple fanbois nearly had to endure an entire week without an iPad rumor, but as the week drew to a close those intrepid rumor-mongers at DigiTimes gifted us with two – in the same brief article, no less – and NPD Display Search added a third.… [...]

  • http://cpapublic.net/news/2012/12/apple-could-shift-50-million-ipad-minis-next-year-pack-mini-2-with-retina.html Apple could shift 50 million iPad minis next year, pack mini 2 with Retina | News daily everyday – Cpapublic.Net

    [...] The first comes from David Hsieh, vice president, Greater China Market for NPD DisplaySearch, an analytics firm that specializes in display supply chain and display-related industries, in a recent blog post. [...]

  • http://univtechno.com/apple-shift-50-million-ipad-minis-year-pack-mini-2-retina-9-7-version-lose-weight/ Apple could shift 50 million iPad minis next year, pack mini 2 with Retina 9.7″ version might lose some weight | Universal Techno Park

    [...] The first comes from David Hsieh, vice president, Greater China Market for NPD DisplaySearch, an analytics firm that specializes in display supply chain and display-related industries, in a recent blog post. [...]

  • http://www.extra-ict.co.uk/?p=4560 iPad mini to outsell iPad, get Retina Display? iPad to slenderize? | Extra ICT Ltd

    [...] at DigiTimes gifted us with two – in the same brief article, no less – and NPD Display Search added a third.… Categorized under: IT News. Tagged with: no [...]

  • http://www.butingtech.com/apple-could-shift-50-million-ipad-minis-next-year-pack-mini-2-with-retina-2/ Apple could shift 50 million iPad minis next year, pack mini 2 with Retina | Butingtech Technology Buzz

    [...] The first comes from David Hsieh, vice president, Greater China Market for NPD DisplaySearch, an analytics firm that specializes in display supply chain and display-related industries, in a recent blog post. [...]

  • http://techno-vision.net/2012/12/ipad-shipments-expected-to-reach-100m-in-2013-and-ipad-mini-will-account-for-half-report/ Techno Vision – iPad Shipments Expected To Reach 100M In 2013, And iPad Mini Will Account For Half [Report]

    [...] Source DisplaySearch [...]

  • http://www.ipaddisti.it/ipad-mini-andra-ancora-meglio-nel-2013.html iPad Mini andrà ancora meglio nel 2013

    [...] schermo touch da 7.9 pollici ha una risoluzione di 1024 x 768 pixel, la stessa dell’iPad 2. [Via]Altri articoli che ti potrebbero interessareNel 2013 pronto l'iPad Mini con schermo RetinaSecondo [...]

  • http://www.teknoblog.com/mobil/ipad-sevkiyatlari-2013te-100-milyona-ulasabilir.html iPad sevkiyatları 2013′te 100 milyona ulaşabilir

    [...] >> DisplaySearch Etiketler: 2013, Apple, david hsieh, displaysearch, dördüncü nesil ipad, ipad, ipad 2, ipad [...]

  • http://www.informationweek.com.mx/movilidad/apple-duplica-pedidos-de-pantallas-para-ipad-mini/ Apple duplica pedidos de pantallas para iPad Mini | InformationWeek México

    [...] tamaño, como la Amazon Kindle Fire, Google Nexus y ASUS, entre otras marcas”, escribió David Hsieh, de NPD. Muchos de estos dispositivos de la competencia cuestan $199 dólares o [...]

  • http://diariodeapple.com/doble-racion-de-ipad-mini-por-favor/ Doble ración de iPad Mini, por favor » Diario de Apple

    [...] interpretado las previsiones de los analistas con una posición muy conservadora. Ahora, según el Display Search Blog, los pedidos de estas pantallas se han duplicado para poder soportar la [...]

  • http://www.appappapps.com/blog/23959-ipad-mini%e9%9c%80%e6%b1%82%e6%af%94apple%e4%bc%b0%e8%a8%88%e9%82%84%e9%ab%98-%e9%a0%90%e8%a8%882013%e5%b9%b4%e4%bd%94%e6%89%80%e6%9c%89%e5%94%ae%e5%87%baipad%e4%b iPad mini需求比Apple估計還高, 預計2013年佔所有售出iPad一半 | Appappapps.com Blog

    [...] iPad mini 總銷量將達到 5,000 萬部,足足佔了所有 iPad 的一半。   source DisplaySearch     無論你是 iPhone / iPad 還是 Android 用家,我們都有最適合你的資訊! [...]

  • http://www.macworld.com.au/news/high-ipad-mini-demand-sees-apple-increase-7in-display-orders-82979/ High iPad mini demand sees Apple increase 7in display orders – Macworld Australia

    [...] DisplaySearch analyst David Hsieh reports that Apple had originally planned to sell six million of its iPad minis in 2012. Now, Apple has [...]

  • http://trendingnet.com/apple-could-shift-50-million-ipad-minis-next-year-pack-mini-2-with-retina/ Apple could shift 50 million iPad minis next year, pack mini 2 with Retina | TrendingNet

    [...] The first comes from David Hsieh, vice president, Greater China Market for NPD DisplaySearch, an analytics firm that specializes in display supply chain and display-related industries, in a recent blog post. [...]

  • http://www.displaysearchblog.com/2013/02/smaller-tablet-pcs-to-take-over-in-2013/ Smaller Tablet PCs to Take Over in 2013? | DisplaySearch Blog

    [...] panel shipment data may be an indicator for 2013, starting with Apple’s product mix shift. As we noted in December, Apple had planned to sell 40M iPad minis (7.9”) and 60M iPads (9.7”) in 2013. However, the [...]

  • http://chicagogeek.wordpress.com/2013/02/28/ipad-mini-sales-overtaking-ipad-sales-faster-than-apple-expected/ iPad Mini Sales Overtaking iPad Sales Faster Than Apple Expected | chicagogeek

    [...] December, NPD estimated that Apple would sell 40 million iPads minis and 60 million iPads during 2013, but the January [...]

  • http://www.wintomac.com/ipad-mini-sales-overtaking-ipad-sales-faster-than-apple-expected/ iPad Mini Sales Overtaking iPad Sales Faster Than Apple ExpectedWinToMac | WinToMac

    [...] December, NPD estimated that Apple would sell 40 million iPads minis and 60 million iPads during 2013, but the January [...]

  • http://www.ifhone5.com/ipad-mini-sales-overtaking-ipad-sales-faster-than-apple-expected/ iPad Mini Sales Overtaking iPad Sales Faster Than Apple Expected

    [...] December, NPD estimated that Apple would sell 40 million iPads minis and 60 million iPads during 2013, but the January [...]

  • http://gigaom.com/2013/03/01/ipad-mini-and-other-small-tablets-could-outsell-large-slates-in-2013/ iPad mini and other small tablets could outsell large slates in 2013 — Tech News and Analysis

    [...] panel shipment data may be an indicator for 2013, starting with Apple’s product mix shift. As we noted in December, Apple had planned to sell 40M iPad minis (7.9”) and 60M iPads (9.7”) in 2013. However, the [...]

  • http://www.techtings.co.uk/ipad-mini-and-other-small-tablets-could-outsell-large-slates-in-2013/ iPad mini and other small tablets could outsell large slates in 2013 ← techtings

    [...] panel shipment data may be an indicator for 2013, starting with Apple’s product mix shift. As we noted in December, Apple had planned to sell 40M iPad minis (7.9”) and 60M iPads (9.7”) in 2013. However, the [...]

  • http://goodygate.com/ipad-mini-and-other-small-tablets-could-outsell-large-slates-in-2013/ iPad mini and other small tablets could outsell large slates in 2013 « GoodyGate

    [...] panel shipment data may be an indicator for 2013, starting with Apple’s product mix shift. As we noted in December, Apple had planned to sell 40M iPad minis (7.9”) and 60M iPads (9.7”) in 2013. However, the [...]

  • http://www.dailytechtrend.com/2013/03/01/ipad-mini-nexus-7-and-others-could-outsell-larger-tablets-businessweek/ IPad Mini, Nexus 7, and Others Could Outsell Larger Tablets – Businessweek | DailyTechTrend

    [...] panel shipment data may be an indicator for 2013, starting with Apple’s product mix shift. As we noted in December, Apple had planned to sell 40M iPad Minis (7.9”) and 60M iPads (9.7”) in 2013. However, the [...]

  • http://www.ipadminideals.org.uk/record-sale-of-ipad-mini-over-the-ipad/ Record Sale of iPad Mini Over the iPad

    [...] DisplaySearch Noted that Business Analyst of the Apple had originaly expected to sell 40 million iPad minis and 60 million iPads this year, but according to current scenario the reality seems to be reverse. Now Apple is expecting that to sell 55 million iPad Minis and 33 million iPad. [...]

  • http://www.cafe59.net/ipad-sevkiyatlari-2013%e2%80%b2te-100-milyona-ulasabilir.html iPad sevkiyatları 2013′te 100 milyona ulaşabilir | Cafe59.Net Sesli Sohbet Sesli Chat – Sesli Sohbet Siteleri, Sesli Sohbet Sitesi, Sesli Mynet Sohbet, Sesli Chat Sohbet, Sesli Sohbet Chat Siteleri, Sesli Sohbet Kanalı

    [...] >> DisplaySearch Etiketler : Apple Ipad, Bir, Bu, David Hsieh, Displaysearch, Eden, Ilk, milyona, Nin, Pazar, [...]

  • http://itpp.wpengine.com/2012/12/17/is-apple-prepping-a-new-retina-display-ipad-mini-for-2013/ Is Apple prepping a new Retina display iPad mini for 2013? | ITProPortalITProPortal.com

    [...] analyst David Hsieh, for instance, opined in a recent blog that “in 2013, it is likely that Apple will adjust its product portfolio to meet the strong [...]