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Mac OS Ken

Mac OS Ken: 01.22.2013

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 22 January 2013

⏱️ 12 minutes

🧾️ Download transcript

Summary

Report: Production of 9.7-inch iPad Displays Slows to a Crawl at Sharp; No Drop at LG or Samsung Report (Three Times Removed) Has Apple Working on a 4.8-inch Phablet to Be Released By June iPad-mini Shortages Persist While Full-Sized iPad Supply is Plentiful Barrons: Wells Fargo Analyst Sees Better Second-Half of 2013 in Store for Apple While UBS Analyst Looks to Apple’s “Next Big Thing” UBS Analyst Lowers Apple Target from $700 to $650 Based on New CIRP Survey Silicon Valley Execs - Including Apple CEO Cook - to Answer Questions in No-Poaching Court Case Ashton Kutcher, Josh Gad and wil.i.am to Present on Macworld/iWorld Opening Day Fred Armisen to Talk Apple Technology and Creativity at Macworld/iWorld 2013 on February 1

Transcript

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0:00.0

This is Mac OSKIN.

0:10.0

Assessing the state of the iPad.

0:09.0

Assessing the state of the iPad, a strange iPhone rumor three times removed, and next

0:18.2

week's Macworld is bringing a bit of Star Power.

0:21.3

It's Tuesday, January 22, 2013. I'm Ken Ray and this is news from Maco

0:27.8

S. Ken. Brought to you by yours truly and supported by listeners like you subscribers to MacoS

0:34.7

can Day six more information is available at MacoS can

0:38.8

dot Squarespace dot com this show is also supported by the MacOS Can Podcast App for the iPhone, iPad, and iPod Touch,

0:48.0

available in the App Store now for $2.99.99.

0:53.3

Secret sources have things to say about Apple, this time related to the full-sized iPad.

0:58.4

Reuters ran a piece on Friday saying that Sharp has all but stopped making 9.7 inch screens for the iPad.

1:06.0

This is according to two unnamed sources.

1:09.0

Reuters speculates the move could have to do with demand shifting on Moss to the iPad mini, though the sources don't seem to want to commit to that.

1:17.0

Quoting the most concrete statement in the piece, Sharp's iPad screen production line at its kamayama plant in Central Japan has fallen to the minimal level to keep the line running this month after a gradual slowdown began at the end of 2012 as Apple manages its inventory, the industry sources with knowledge of Sharp's production plans told Reuters.

1:37.0

A number of potential reasons for the slowdown are listed in the

1:45.0

possibility of a seasonal drop in demand, the possibility of a switch to another supplier, the possibility of a shift in the balance of sales to the iPad many,

1:49.0

or the possibility of an update in the design of the product.

1:54.8

So the most we know is that full-sized screen production has slowed down though wherefore we know not and since this is

1:59.3

apparently coming from unnamed people outside of both companies.

2:03.2

We don't even really know that for sure.

2:05.3

Additionally, secret sources tied to LG display and Samsung display,

2:09.3

both of which also make 9.7 inch iPad displays, say there's been no slowdown in production for those suppliers.

...

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