Apple announced today that it has sold 3 million new iPads in less the four days of availability, calling it the "strongest iPad launch yet."
CUPERTINO, California―March 19, 2012―Apple® today announced it has sold three million of its incredible new iPad®, since its launch on Friday, March 16. The new iPad features a stunning new Retina™ display, Apple’s new A5X chip with quad-core graphics, a 5 megapixel iSight® camera with advanced optics for capturing amazing photos and 1080p HD video, and still delivers the same all-day 10 hour battery life* while remaining amazingly thin and light. iPad Wi-Fi + 4G supports ultrafast 4G LTE networks in the US and Canada, and fast networks around the world including those based on HSPA+ and DC-HSDPA.**
“The new iPad is a blockbuster with three million sold―the strongest iPad launch yet,” said Philip Schiller, Apple’s senior vice president of Worldwide Marketing. “Customers are loving the incredible new features of iPad, including the stunning Retina display, and we can't wait to get it into the hands of even more customers around the world this Friday.”
Apple didn't announce first weekend sales numbers for the iPad 2 as they were in extremely short supply, but the company sold more than 300,000 of the original iPad on its first day, and it took 28 days to move the first million iPads.
The iPhone 4S sold 4 million units in its first weekend, with a much lower (to the customer) price point and wider availability. Considering the tremendous success Apple has seen with the iPhone 4S, the launch of the iPad 3 was very strong indeed.
With the 3rd Generation iPad now out in the wild, we are starting to see more benchmarks comparing the new iPad to the iPad 2 and other devices.
Insanely Great Mac provides this nice overview video comparing both graphics and processor benchmarks between the new iPad, iPad 2 and original iPad.
They found that the extra Quad-Core GPU power found in the new iPad seems to primarily allow the new iPad preserve performance on the new Retina Display rather than providing any significant boost in the experience over previous devices. The new iPad, however, is pushing 4-times the number of pixels as the iPad 2, so you do get a distinct visual improvement, but raw framerates seem to be near identical on the tested benchmarks. Benchmarks, of course, are rather artificial measures of performance, and developers may find other differences between the two devices depending on the circumstance.
Meanwhile, LaptopMag pitted the 3rd Generation iPad against the NVIDIA Tegra 3. Apple specifically claimed that the new iPad's A5X chip had 4x the graphics performance as the Tegra 3. They did find, in at least one graphics benchmark, the iPad 3 did exceed the Tegra 3 by a comparable factor:
CPU (Processor) speed, however, was a different story. The Tegra 3's Quad-Core CPU did beat out the new iPad's Dual-Core CPU:
Apple specifically boosted the new iPad's graphics processing unit (GPU) from Dual-Core to Quad-Core in the A5X chip, but kept the same Dual-Core central processing unit (CPU) as the previous generation. The unreleased A6 chip is believed to be Apple's next generation Quad-Core CPU which is still in the pipeline.
One of the biggest changes in the new A5X is the sheer size of the die. The A5X is 310% larger than the A4, the processor in the iPhone 4 and the original iPad. Each of the four GPU cores take up a huge chunk of the A5X, each GPU core is larger than the individual ARM cores of the CPU.
For fans of die photos, Chipworks is also offering a 1200px wide unmarked die photo of the A5X to be used as iPad wallpaper.
Comparison, though color differences hard to capture in screenshots
DisplayMate has published an extensive "shoot out" between the new iPad, the iPad 2 and iPhone 4. Aside from the much discussed resolution improvements of the 3rd Generation iPad, DisplayMate also confirms that the new screen also has much better color reproduction than the previous generation model.
Apple has taken the very good display on the iPad 2 and dramatically improved two of its major weak points: sharpness and color saturation – they are now state-of-the-art. ... But there’s more…the new iPad’s picture quality, color accuracy, and gray scale are not only much better than any other Tablet or Smartphone, it’s also much better than most HDTVs, laptops, and monitors. In fact with some minor calibration tweaks the new iPad would qualify as a studio reference monitor.
Besides the color reproduction, they found the new iPad to be slightly less reflective than the iPad 2, but still felt there could be much improvement in this category.
They suggest that with the accuracy and picture quality, the new iPad could find itself used in many new professional level applications.
This case is a bit of a odd product, but might appeal to iPhone owners looking for something a little more unique. The $22 Mug is a rubber case that adds a coffee mug-esque handle to the back of the iPhone. The most useful feature of the case is the ability to use the handle as a built-in stand, as shown in the video below.
Strangely, the Mug completely blocks the rear camera, but offers full access to all the other ports. The case, from South Korea, is available in white, pink, green, yellow, blue, and purple.
The U.S. Federal Aviation Administration is reexamining regulations banning the use of digital devices like the iPad or Amazon Kindle during taxi, takeoff and landing of commercial aircraft. Passengers are banned from using electronics while the aircraft is under 10,000 feet, but pilots and crew are allowed to use their iPads during all phases of flight. This is especially important because many airlines are replacing pilot flight bags with iPads to reduce weight and save money.
When I called the F.A.A. last week to pester them about this regulation — citing experts and research that says these devices could not harm a plane — the F.A.A. responded differently than it usually does. Laura J. Brown, deputy assistant administrator for public affairs for the F.A.A., said that the agency has decided to take a “fresh look” at the use of personal electronics on planes.
Good news for some, but there are some peculiar quirks to the FAA's bureaucratic approval process. Under current guidelines, individual tablet models will need to be tested separately -- on each different aircraft model. The iPad, iPad 2 and iPad 3 will be individually tested, each on a separate flight, on an empty plane, for the Boeing 737, 747, 757, etc. Smartphones are not being considered for approval, which will be good news for those hoping to keep the skies a relatively quiet place.
The F.A.A. said it is exploring how to bring together electronics “manufacturers, consumer electronic associations, aircraft and avionics manufacturers, airlines, pilots, flight attendants and passengers” to figure out how to allow greater use of these electronics on planes. That’s a lot of people, organizations and bureaucracy to juggle. Plus the money to do this testing is going to have to come from somewhere.
We are a long ways off from seeing iPads in use during takeoff and landing, but the fact that the FAA is willing to consider changing the regulations is very promising.
AT&T has issued a brief statement indicating that it set a new single-day record for iPad sales and activations, but stopping short of providing any hard numbers.
On Friday, March 16, AT&T set a new single-day record for its iPad sales and activations, demonstrating robust demand for the new iPad on the nation's largest 4G network, covering nearly 250 million people.
The announcement comes after Apple also said it saw a "record weekend" for the new iPad, which launched on Friday, March 16th.
Neither company has released the exact number of sales or activations.
The Wall Street Journal reports that Sharp Corporation is still trying to ramp up production of displays for Apple's new iPad and expects to start shipments "as soon as possible".
The panels are to be used in Apple Inc.'s new iPad, according to people familiar the matter. The first batch of the U.S. company's newest tablet, released Friday, were not equipped with Sharp's LCD panels after the Japanese company faced difficulty in customizing the screens according to Apple's requirements, one of the people said last week
There has been some debate about Apple's suppliers for the new iPad display. The initial batch seems to be supplied solely by Samsung, but both Sharp and LG are reportedly expected to provide displays as well.
Despite a single display supplier, Apple seems to have been able to produce enough inventory of the new iPad to avoid sell-outs despite what Apple described as a "record weekend".
Left to Right: iPad 3, iPad 3 (Yellow), iPad 2 (via Fry-man22)
Since the 3rd Generation iPad's launch, response to the new high resolution Retina display has been quite positive. There have been sporadicreports of defective yellow-tinged displays (see above) that have prompted some replacements. The new iPad screen has been described as slightly "warmer" than the iPad 2 screen, but comparison shots show a much larger difference in what are believed to be defective screens.
During today's financial conference call, one analyst asked if Apple would be issuing a press release about last weekend's launch sales numbers for the iPad. Apple refocused the conversation back on their dividend announcement but did reveal that they had a "record weekend" and were "thrilled with it."
Apple launched the new iPad in 10 countries on Friday, March 16th. The iPad saw long lines in some areas, though Apple was able to retain stock in many U.S. locations. Apple has yet to release actual sales numbers for the initial launch. The initial iPad sold 300,000 units in the first day and went on to sell 1 million units by 28 days. The iPad 2 initial sales numbers were never released, though long lines and sales shortages were common in the weeks after its launch.
Apple has issued a press release indicating that it plans to initiate a dividend and share repurchase program commencing later this year.
Subject to declaration by the Board of Directors, the Company plans to initiate a quarterly dividend of $2.65 per share sometime in the fourth quarter of its fiscal 2012, which begins on July 1, 2012.
Additionally, the Company’s Board of Directors has authorized a $10 billion share repurchase program commencing in the Company’s fiscal 2013, which begins on September 30, 2012. The repurchase program is expected to be executed over three years, with the primary objective of neutralizing the impact of dilution from future employee equity grants and employee stock purchase programs.
“We have used some of our cash to make great investments in our business through increased research and development, acquisitions, new retail store openings, strategic prepayments and capital expenditures in our supply chain, and building out our infrastructure. You’ll see more of all of these in the future,” said Tim Cook, Apple’s CEO. “Even with these investments, we can maintain a war chest for strategic opportunities and have plenty of cash to run our business. So we are going to initiate a dividend and share repurchase program.”
“Combining dividends, share repurchases, and cash used to net-share-settle vesting RSUs, we anticipate utilizing approximately $45 billion of domestic cash in the first three years of our programs,” said Peter Oppenheimer, Apple’s CFO. “We are extremely confident in our future and see tremendous opportunities ahead.”
Apple expects to spend $45 billion over three years with the program..
Apple is providing a live streaming of the conference call to discuss its plans beginning at 6:00 a.m. PDT on Monday, March 19, 2012 at www.apple.com/quicktime/qtv/call31912. We'll provide ongoing updates to this article as the conference call takes place.
Conference Call Updates
- iPhone. Eventually all handsets will be smartphones. Enormous potential - Amazing start with iPad. With launch of new iPad, things just getting better. We believe the tablet market will exceed the PC market eventually. - We are innovated at an incredible pace. App ecosystem, iCloud, Siri. - Also investing in distribution around the world, and direct enterprise sales force. - Substantial amounts of cash, both domestically and abroad. - Used some for R&D, acquisitions, strategic pre-payments, retail, and building out of infrastructure. You will see more of these in the future. - Still have plenty of cash to run our business. - Initiate a Dividend and Share repurchase. Thought very carefully about our cash balance. - Innovation is our most important objective. - This decision will not close any doors for us. - Details dividend and share repurchase program as described above. - Continue to assess and review program regularly.
Peter Oppenheimer
- Apple's cash has increased for all the right reasons and we've been very disciplined with the use of our cash. - $98 billion in cash in the Dec quarter. ~$64 billion outside the U.S. - In thinking about our cash - Want to maintain flexibility to take advantage of investment opportunities - 1. Current income for our longterm shareholders - 2. Increase attractiveness to a broader investment base - 3. Preserve value from employee equity dilution. - Repurchase of shares to offset issuing of employee equity grants. - $45 billion in domestic cash in the first three years of the program - Remain confident about the future of our business.
Q&A
Q: Any growth of dividend expected? A: In consultation with the board, we will review our dividend payments regularly.
Q: Last quarter you talked about many more things to come, can you reiterate more about the confidence of the product pipeline. A: We actually do love to announce new products, we just don't do it in conference calls. Growth speaks for itself and I am extremely confident in our future pipeline. Our customers will be incredibly pleased with what's coming out.
Q: Did board discuss how to put to use the international cash? A: We've got plenty of u.s. cash to invest and pay dividend and initiate stock buyback. Big tax burden to repatriate the international cash and we've expressed that disincentive to Congress.
Q: Methodology on stock splits? A: We have looked at, and the current information that we have would suggest that there is very little support that it helps the stock. However, we are in a unique position and at a unique point in time and this is something that we continue to look at. And if we reach the decision that its in the best interest of Apple and its shareholders, then we would do it.
Q: Press release on how the new iPad did? A: Record weekend. We are thrilled with it, but not the time during this call.
Apple issued a media alert indicating that it would be holding a conference call on Monday, March 19th at 6 a.m. PDT/9 a.m. EDT. The conference call will "announce the outcome of the Company’s discussions concerning its cash balance."
Tim Cook, Apple’s CEO, and Peter Oppenheimer, Apple’s CFO, will host a conference call to announce the outcome of the Company’s discussions concerning its cash balance. Apple® will not be providing an update on the current quarter nor will any topics be discussed other than cash.
As of Q1 2012 results, Apple had $96.7 billion in cash and marketable securities, up $16 billion from the prior quarter.
Apple's growing stockpile of cash reserves has been the subject of much speculation. When questioned during the Q1 2012 results, Cook said that Apple was "actively discussing" uses of the cash balance and that they are "not letting it burn a hole in our pocket."
Following the release of the third-generation Apple TV late last week, one forum member at XBMC.org has performed a teardown of the device, revealing a number of details about its internals.
As Apple notes on the tech specs page for the new Apple TV, the device utilizes a unique single-core A5 system-on-a-chip, an upgrade from the A4 package found in the previous generation but lacking the dual-core processor found in the A5 chip used in the iPad 2 and iPhone 4S. The Apple TV teardown reveals a typical-looking A5 chip at first glance, carrying date codes suggesting it was manufactured during the seventh week of 2012, or mid-February.
The processor inside the new Apple TV's A5 package is identified as APL2498, indicating a variation on the APL0498 processor found in the standard dual-core A5. The part number for the RAM included in the chip suggests that it is a 512 MB chip from Hynix, a boost from the 256 MB of RAM found in the A4 package on the previous-generation Apple TV.
As for flash storage, the format of the part number stamped on the chip implies that it is an 8 GB part from Toshiba, meaning that the device carries the same storage capacity as found in the previous-generation model. Given that the Apple TV is a streaming-only device, on-board storage is only required to support the operating system and buffering of streaming content.
There had been some speculation that Apple could boost the on-board storage in order to handle larger 1080p content supported on the updated model, but it appears that Apple still views 8 GB as sufficient given limited increases in file size for 1080p content. Maintaining 8 GB of on-board storage undoubtedly also helps Apple maintain the $99 pricing on the Apple TV given other improvements such as the A5 chip.
Finally, the new Apple TV appears to contain a second antenna that was not present in the previous-generation model, although it is unclear exactly how the new antenna is being used to improve performance.
Alongside today's release of OS X 10.8 Mountain Lion Developer Preview 2, Apple also seeded the first pre-release version of OS X 10.7.4 to developers for testing. The release arrives as Build 11E27.
Apple has reportedly asked developers to focus their testing efforts on Address Book, Graphics, iCal, Mail and Printing in the new build, which also contains one documented known issue related to playing purchased iTunes content through QuickTime.
A separate pre-release version of OS X Server 10.7.4 is also available.
Dustin Curtis points out that in the latest developer seed of OS X Mountain Lion, Apple now requires OS X Apps to get explicit permission to access your address book information.
The move mirrors recent changes made to iOS which will also ask the user for permission for an App to access their contact data. The change in policy came after it was revealed that some iOS apps were quietly collecting and transmitting customer address book data without their permission.
At the time, Apple issued this statement:
“Apps that collect or transmit a user’s contact data without their prior permission are in violation of our guidelines,” Apple spokesman Tom Neumayr told AllThingsD. “We’re working to make this even better for our customers, and as we have done with location services, any app wishing to access contact data will require explicit user approval in a future software release.”
The policy now appears to extend to OS X Mountain Lion as well as iOS. Users can later manage these permissions in a new "Privacy" tab in System Preferences.
One feature promised in OS X Mountain Lion was the ability to sync Safari tabs between different devices. Macworld reported it in their Mountain Lion Preview, but was unable to actually find the feature in their early build.
And although I couldn’t find this feature in the version I tested, Apple says that Mountain Lion will bring the ability to sync Safari tabs to iCloud, so your open browser tabs can sync between Macs.
The features seems to be now implemented in the Developer Preview 2 that was released tonight. We received this screenshot which shows the feature button in Safari:
The feature is believed to sync open tabs between Macs and iOS devices, providing you with a relatively seamless browsing experience across devices.
Update: Here's an image of it working across two Macs.
Apple today seeded the second preview version of OS X Mountain Lion to developers, building upon the initial developer version released one month ago.
As noted by The Next Web, Apple has also posted an extensive list of known issues alerting developers to various bugs and missing features that have yet to be addressed.
OS X Mountain Lion is Apple's next major operating system version and is scheduled for release in "late summer". The release will offer greater integration with iCloud, as well as a number of new feature including some drawn from iOS.
Earlier today, we pointed to some teardown tidbits from Chipworks regarding the new iPad, including the observation that the A5X system-on-a-chip is being manufactured by Samsung and is using the same 45-nm process used for the A5 package in earlier devices. Also noted was a significant increase of about 36% in the area of the A5X compared to the A5.
UBM TechInsights has now started stripping down the A5X, revealing the floorplan for the package. Among the notable observations is the amount of area taken up by the quad-core graphics found in the A5X, a significant boost from the dual-core graphics found in the A5.
What should be noted is that the processor cores from ARM are identical in look but the extra real estate on the processors (the A5 measures at approx. 120 mm^2 vs. the A5X which measures at 163 mm^2) is accounted for by the the PowerVR SGX543MP4 GPU cores, of which they are paired in groups of two and then symmetrically opposed to each other.
By our calculations, the graphics cores take up roughly 25% of the A5X's surface area alone, compared to just 10% for the ARM cores that make up the application processor. The floorplan also reveals a number of other enhancements for the A5X, including additional DDR interfaces and architecture to support the boost in graphics horsepower.
The most interesting -- though perhaps unsurprising -- discovery is that Apple has apparently reused cameras from prior products for both the front and rear cameras on the new iPad. The rear camera, pictured above, appears to be the same 5 megapixel CMOS Image Sensor that was used in the iPhone 4.
That unit was the Omnivision OV5650. The OV5650 is the second generation back illumination (BI) technology from OmniVision. This 5 Mp camera features 1.75 µm pixels, and is designed to deliver DSC quality in a mobile phone application. The sensor supports HD (1080p) video at 60 fps. Apple specifications for the new iPad also tout the same specification. So the analysis we have just completed… drum roll please... says that the 5 Mp back illuminated CMOS Image Sensor in the new iPad is the same, it is the Omnivision OV5650 (die mark OV290BF).
The front camera in the new iPad is the 0.3 megapixel Omnivision OV297AA unit seen previously in the iPad 2 and the old camera-equipped iPod Nano. Chipworks notes that this isn't the first time Apple has recycled parts into new products, and that the strategy keeps costs and technological risks low.
Chipworks has a few other notes from the teardown, as well, including the observation that Apple is dual-sourcing DRAM for the iPad 3. iFixit's unit utilized DRAM from Elpida, while Chipworks' unit has DRAM from Samsung.
Additionally, Samsung is the foundry for the A5X processor and Apple is again using the company's 45nm CMOS manufacturing process. The A5X's die is 36.5% larger than its predecessor, measuring 162.94 mm^2 versus 119.32mm^2 for the A5. Chipworks is continuing to examine the A5X and promises additional cross-section photos soon.
