In the sphere of Apple, most analysts are generally full of it. KGI Securities analyst Ming-Chi Kuo is one of the exceptions; when he says something’s happening, there’s a pretty good chance it actually is.
Now, Kuo’s supply chain checks have indicated that the end of the year might be a rough one for Apple: not only is Kuo not anticipating a new iPad mini this year, but he’s forecasting serious supply issues at the launch of the iPhone 5S.
Kuo did not elaborate too much on what was causing issues with manufacturing the iPhone 5S, although earlier reports placed the problem on the fingerprint sensors Apple is anticipated to introduce with the model. Kuo says production won’t truly ramp up until October or November, so expect Christmas to be busy for the iPhone 5S. However, Kuo does say that the budget iPhone Lite will debut in September, as expected.
On the iPad front, Kuo says not to expect a Retina iPad mini this year, or indeed, any new iPad mini at all. Instead, Apple will simply debut the iPad 5 later this year, and in 2014, bring out not just the Retina iPad mini, but a cheaper version of the iPad 5. Interesting.