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.