Apple Reportedly Looking to Push Monthly iPad Production to 3 Million
According to a new research note from Morgan Stanley analyst Katy Huberty, Apple's manufacturing partners are now pushing out two million iPads per month, with Apple urging them to boost production to three million per month for the fourth quarter of this year.
Says Huberty, "Apple recently indicated to its suppliers a desire to move to 3 million per month in C4Q10. This implies a run rate of 36 million in CY11, close to the current 40 million supply chain forecast."
Huberty's comments suggest that the 2-million production rate is a new milestone, although a report from early July claimed that Apple was planning for about 2.3 million units that month. A few weeks earlier than that, Apple was claimed to have been shooting for production rates of 2.5 million per month by the end of the year, and today's report suggests that Apple has continued to increase its targets in order to meet strong demand for the tablet device.
Apple's increased iPad production has apparently finally helped the company to close the supply-demand gap, with shipping date estimates for orders placed through its online store dropping rapidly over the last several weeks before reaching the minimum "within 24 hours" level just last weekend.
The rapid decrease of shipping estimates had led to questions about whether increased production or sagging demand was driving the supply-demand ratio into balance, but it appears that Apple's continued increases in production are at least a major factor in achieving equilibrium.
Popular Stories
We've still got months to go before the new iPhone 17 models come out, but a combination of dummy models and leaks have given us some insight into what we can expect in terms of camera changes.
Apple is adding new camera features, and changing the design of the camera bump for some models. You might be skeptical of dummy models, but over the years, they've proven to be a highly accurate...
Apple's former design chief Jony Ive long dreamed of an iPhone with a truly all-screen design, and his wish might finally become reality in a few more years.
The Information today cited multiple sources who said that at least one new iPhone model launching in 2027 will have a truly edge-to-edge display. The device's front camera and Face ID system would both be placed under the screen....
Apple's rumored iPhone 17 Air model will have "worse" battery life compared to previous iPhone models, according to a paywalled The Information report.
In internal testing, Apple determined that the percentage of users who will be able to use the iPhone 17 Air for a full day without needing to recharge the device throughout the day will be between 60% and 70%, according to the report. For...
In its press release for the new Pride Band today, Apple said that iOS 18.5 is "upcoming," following more than a month of beta testing.
We expect the iOS 18.5 Release Candidate to be released this week, and this should be the final beta version, barring any last-minute bugs or changes. The software update should then be released to the general public next week.
iOS 18.5 is a relatively...
Apple plans to release its first foldable iPhone next year, according to several reporters and analysts who cover the company.
In his Power On newsletter today, Bloomberg's Mark Gurman said the foldable iPhone will offer two key advantages over other foldable smartphones.
First, he said the foldable iPhone will have a "nearly invisible" crease when unfolded. This means the device's...
Despite being more than two years old, Apple's AirPods Pro 2 still dominate the premium wireless‑earbud space, thanks to a potent mix of top‑tier audio, class‑leading noise cancellation, and Apple's habit of delivering major new features through software updates. With AirPods Pro 3 widely expected to arrive in 2025, prospective buyers now face a familiar dilemma: snap up the proven...
Apple's two-generations-away iPhone 18 Pro models will likely feature under-screen Face ID, according to The Information.
The paywalled report today cited a source who said the iPhone 18 Pro and iPhone 18 Pro Max will have only a small hole in the top-left corner of the screen, to accommodate the front-facing camera, with all Face ID hardware moved under the screen.
With under-screen Face ...
Starting in 2026, Apple plans to change the release cycle for its flagship iPhone lineup, according to The Information. Apple will release the more expensive iPhone 18 Pro models in the fall, delaying the release of the standard iPhone 18 until the spring.
The shift may be because Apple plans to debut a foldable iPhone in 2026, which will join the existing iPhone lineup. The fall release...
