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  • Details Emerge on 2011 iPad

    As the new year approaches, there's a surge in rumors about the next-generation iPad. Consistent reports have indicated that the tablet will get a refresh ahead of its one-year anniversary in April, which would mean that production should start ramping up right about now. Rumors out of the Asian supply chain say that suppliers have been picked for the 2G iPad, and one financial analyst is claiming that the new model will have a "world-mode" chip that can run on both AT&T's and Verizon's networks.

    DigiTimes, the hit-or-miss electronics industry gossip newspaper out of Taiwan, says that Apple has chosen circuit board suppliers for the 2011 iPad. Production of any-layer high-density interconnect (HDI) circuit boards will begin at Ibiden, Tripod Technology and TTM Technologies in December, according to Ingrid Lee and Jessie Shen at DigiTimes, and four more suppliers will be added before shipments begin in February 2011.

    Meanwhile, Wedge Partners analyst Brian Blair said that the next-generation iPad will have a GSM-CDMA Qualcomm chip, allowing the same device to run on both the AT&T and the Verizon network, without having to buy a MiFi mobile hotspot. In a letter to his clients, Blair also said that his sources tell him that the new iPad will have a front-facing camera and a slimmer, unibody design. "The new iPad is thinner than the existing model and is essentially made from one piece of metal with no pins needed," Blair wrote. "We understand it requires a new type of manufacturing process as a result, similar to the company's unibody approach seen in MacBooks."

    Unsubstantiated rumors like these, of course, should always be taken with a grain of salt. However, the reports are broadly consistent with what's been reported for some months now, and make sense in terms of Apple's developing relationship with Verizon. A story in yesterday's Wall Street Journal, for instance, indicates that Verizon's 4G Long Term Evolution (LTE) network drew Apple's interest, and helped secure the deal allowing Verizon to carry the iPad.

    Source: AppleInsider
    This article was originally published in forum thread: Details Emerge on 2011 iPad started by Paul Daniel Ash View original post
    Comments 42 Comments
    1. Tyronal's Avatar
      Tyronal -
      Quote Originally Posted by mhollis View Post
      I think the real answer is a little more subtle than that. I believe Apple is learning a hard lesson with the iPhone.
      Their exclusivity agreement with AT&T is hurting sales, vs the Android-based phones, which are currently outselling the iPhone. Apple ought to have ended exclusivity last year, and that would have neatly ended any threat from Android. While Apple may have lost a march on the iPhone, but I don't think they want to do the same with the iPad.

      And I have to say, the whole iPad setup with AT&T billing your credit card in set amounts for set data transfers on a monthly basis is pretty cool, and a real breath of fresh air versus the two-year noose around your neck you have with a smartphone.

      But my point is, Apple's devices will lose in the market unless they are offered for use with multiple carriers. Opening the iPad universe rapidly to multiple carriers will keep Apple in the game. With tablet computing, Apple is scoring in that area by expressly NOT making their tablet into a limited-purpose business tool for suits. Instead, the iPad is set up with a few tools and a universe of apps, allowing the app makers to define what it is, what it can be and what it will be for it's users.

      Start from the point of popularity and let the businesses build out their own limited-function tools by using Apple's code building environment (which might make them interested in writing for --gasp!-- OS-X). So, the hospital app that lets physicians order patient treatment via WiFi network and check for drug interaction issues on the fly that maybe 1,000 people will use won't be the killer app (though it may save lives) and Grand Theft Auto may sell more iPads than the possibility that hospitals can use this device in medicine.

      Limiting the iPad (and the iPhone) to one carrier is a bad move. Freeing up the iPad (and iPhone) will increase sales.

      Oh and according to people on the inside at AT&T, they're laying off as fast as they can. And that bodes well for the iPhone, long rumored to be headed to Verizon, which will be the other phone company people love to hate.

      This primarily happens in the US not overseas. Most countries have always had (or have moved to) the iPhone/iPad on multiple carriers since the 3G, so that blows your argument right out of the water.
    1. mhollis's Avatar
      mhollis -
      The United States is not an insignificant market. While nobody outside of Apple and AT&T knows for sure, I'll bet the first term of exclusivity gave a lot to the telco. The more recent exclusivity agreements have seriously favored Apple.

      I'll bet AT&T will be relieved to no longer be in an exclusive arrangement with Apple because their data paths are really stressed by iPhone users in large cities. I have noticed that AT&T's advertisements of late are all about smart phones not made by Apple.

      I am not privy to Apple sales of iPhones in the US vs Europe and the rest of the world. But I would not be surprised to see the US market account for half of all iPhone sales.