Apple seems to have maxed out capacity at its Taiwanese component suppliers thanks to strong projected sales of the new Haswell-powered MacBook Pros while the low display yields from Sharp may cause launch shortages of the company’s upcoming Retina iPad mini according to dual reports from Taiwan. Digitimes is saying that Apple’s MacBook Pro suppliers in Asia are hesitant to increase their ability to manufacture parts for the laptops despite capacity problems because they are wary of a sudden downward shift in volume. The publication goes on to note the following:
…most of the suppliers are unwilling to expand capacities on concerns that Apple may stop taking its ordered shipments suddenly like it did in the fourth quarter of 2012.
Digitimes continued by reporting that the second-gen iPad mini may face supply constraints due to low yields of its Retina display panels from secondary supplier Sharp. LG, which is the tablets’ primary display supplier with 60% of the orders, is not facing the same issues. The report continues to add to a pile of mounting evidence pointing to limited availability of the Retina iPad mini when it launches later in November. Just recently, Apple CEO Tim Cook, said that it was “unclear” whether the company would have enough units of the tablet for the holiday quarter while several analysts predicted similar constraints.
Source: Digitimes via AppleInsider