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Kuo: shipments of Apple iPad mini 2 with Retina display to grow 102% in Q4

Posted: , by Alan F.

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Kuo: shipments of Apple iPad mini 2 with Retina display to grow 102% in Q4
Whenever KGI analyst Ming-Chi Kuo says something related to Apple, you need to listen. The analyst is extremely well-connected. Consider the analyst's comments last January, when he said that the new iPhone would contain a fingerprint scanner embedded in the home button (score one for the analyst there). He added that Apple would release a low-priced model made from polycarbonate, be available in 6 colors and resemble the Apple iPhone 5. Okay, that isn't a perfect match, but considering that this forecast was made nearly 8 months before the phones were unveiled, you have to give Kuo some credit. Besides, internally the Apple iPhone 5c is almost a perfect match for the iPhone 5.

So now that we've established Kuo's bonafides, we should take note of his forecast made Tuesday about the Apple iPad mini with Retina display. The tablet, which was launched today, will see a 102% increase in shipments for the first quarter of 2014 from the current three month period. That should mean that 4.2 million units of the slate should ship in the three months from January through March. The Apple iPad mini with Retina display features a 7.9 inch panel with resolution of 2048 x 1536 which works out to a pixel density of 324ppi. That compares with the original Apple iPad mini which features a 1024 x 768 resolution on the 7.9 inch glass. Overall, that works out to a pixel density of 162ppi.

"We think current tablet products can, generally, sufficiently meet entertainment needs. As they are very cheap already, lowering prices won't effectively stimulate demand. Only new applications, which will bring about new growth momentum, will be able to solve the structural problems the sector faces."-Ming-Chi Kuo, analyst, KGI Securities

With the boost to iPad mini with Retina display shipments, Kuo sees overall iPad shipments rising to 23.1 million units during the holiday quarter for a 64% sequential gain in shipments. But the analyst sees iPad shipments hitting the breaks in the opening three months of 2014 with shipments falling 42% quarter-to-quarter in the first quarter, bringing the total down to 13.3 million. The expected decline in Q1 will most likely come from a huge drop off in demand after the holiday season, and a drop off specifically in shipments of the Apple iPad Air to 6 million from 10.5 million during the prior quarter. Kuo says that the reduced shipments for the iPad Air in the first quarter will be due to cannibalization from the iPad mini with Retina display along with changes in the tablet sector.

Kuo sees the two non Retina display slates on Apple's roster, the Apple iPad mini and the Apple iPad 2, reporting month-over-month declines of 72% and 82% respectively in Q1 shipments to 2.4 million and .3 million unit respectively. As a result, the analyst expects that Apple will EOL the aging iPad 2 in the first quarter of 2014.

The Apple iPad mini with Retina display will have a great Q4 according to KGI analyst Kuo

The Apple iPad mini with Retina display will have a great Q4 according to KGI analyst Kuo


source: AppleInsider

17 Comments
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posted on 12 Nov 2013, 21:53 4

1. alpinejason (Posts: 251; Member since: 06 Sep 2011)


i'm sure they will sell out like always

posted on 12 Nov 2013, 21:56 3

2. DaHarder (Posts: 133; Member since: 10 Oct 2009)


... and ?

The real question is how receptive consumers will be the Apple's exorbitant pricing for the iPad Mini.

iPad Mini 16gb (no GPS)... US 299.00 = Simply Ridiculous

iPad Mini 2 16gb (No GPS)... US 399.00 = Utterly Ridiculous!

iPad Mini 2... storage upgrades = US 100.00 = Absolutely Ridiculous.

iPad Mini 2... price to add GPS/LTE - Ridiculously F_cking Ridiculous!

Nice device, but it's just NOT that much 'nicer' than other small-form-factor tablets that offer far better value e.g. Nexus 7 (US 349.00 for almost identical pixel density and 32gb with GPS and LTE).

posted on 12 Nov 2013, 22:08

3. squallz506 (banned) (Posts: 1075; Member since: 19 Oct 2011)


The iPad 2 costs $399 which makes the iPad mini 2g a great deal, right?

posted on 12 Nov 2013, 22:54 2

4. woodshop20 (Posts: 459; Member since: 14 Sep 2013)


The Tegra Note 7 is $199 as well. The Tegra 4 in that thing is even more powerful than the Mini 2 and has a pressure-sensitive stylus too.

Just goes to show the extent at which Apple is milking its customers. And to think fanboys still back them!

posted on 12 Nov 2013, 23:08

5. joey_sfb (Posts: 1973; Member since: 29 Mar 2012)


Its good i do admire Apple fans devotion. Some even sell organs sell children to buy gadget.

Only in Apple world.

posted on 13 Nov 2013, 02:41

9. ardent1 (Posts: 1983; Member since: 16 Apr 2011)


Apple products aren't cheap, and there clearly aren't for those are living paycheck to paycheck.

However, Apple products have LOWER cost of ownership due to high resale values. Most of the Android products cost less to buy, but due to high obsolesce risk, they end up being expensive to own. I spent $300 on an android smartphone and it's practically worthless so it was $300 down the drain. So I had to learn the hard way.

If you could only afford a tablet for less than $100, then go to Walmart and you will find numerous Android tablets to fit your budget. Or, try to find a BN Nook tablet, which is what I recommend for those buyers who are budget constrained.

posted on 13 Nov 2013, 06:59 1

15. Finalflash (Posts: 1133; Member since: 23 Jul 2013)


Yea, I buy Apple phones to sell them back. Because that is literally the only use for them after you use them and find out what they are capable of. Then I buy a droid and use it for several years and then keep it as a backup when I get a new one.

All jokes aside, I suggest you Apple die-hard idiots start demanding better products for the price you pay, otherwise you will keep getting rehashes from 2010. Seriously, it costs you nothing to just call out the 1GB of ram you've had for 2 years now. Maybe they will actually listen and give you an upgrade. Maybe even ask for twice anodized aluminum for your casing so you don't have to buy a cheap plastic case for another $50 to keep the premium locked away. If it is a good product, so be it, praise it for those aspects. But if there is something wrong with it, call it out, because you can't fix something unless you admit its broken.

posted on 13 Nov 2013, 06:56

13. darkkjedii (Posts: 9280; Member since: 05 Feb 2011)


Hey woodshop see post #9

posted on 13 Nov 2013, 07:02

16. darkkjedii (Posts: 9280; Member since: 05 Feb 2011)


It'll be worth $50 when you go to sell it, a mere 6 months later. My iPad 3 was $699. I moved it for $400...20 months later. Apple products have the highest resale value dude, and since we techies love to upgrade, that's important. I see you conveniently always leave that out. Hmmmmm?

posted on 13 Nov 2013, 06:23

12. darkkjedii (Posts: 9280; Member since: 05 Feb 2011)


We know the prices dude, we follow tech too, those don't follow don't come here. Millions will be sold, despite your hating.

posted on 12 Nov 2013, 23:14 1

6. nctx77 (Posts: 286; Member since: 03 Sep 2013)


Broke @$$ android fanboy that's jealous other people can afford something they can't = PRICELESS!!!

posted on 12 Nov 2013, 23:39

8. guest (Posts: 89; Member since: 13 Jun 2012)


LOL I have gone through the Note 2, HTC One, iPhone 5 and now have the Nexus 5 all since January. I bought the Nexus 7 32gb and just bought the iPad Mini with Retina display this morning. Most android users can buy whatever we want we just don't feel like paying out the nose for last years technology. I went back to the iPhone 5 for a month just to switch it up and it was a painful regression. Android just flows better. Looking forward to getting the iPad mini 2 even though I am perfectly happy with my Nexus 7. I think I am just addicted to peeling off that factory screen protector on new devices. What's really interesting is that the 16 and 32 GB WiFi of the iPad mini 2 are still showing that they ship in 1-3 days. Which is strange if they are going to be selling like hotcakes and everybody says that there is a supply chain problem .

posted on 13 Nov 2013, 02:49

10. ardent1 (Posts: 1983; Member since: 16 Apr 2011)


I'm different. I buy Apple products for my cash-challenged buddies. It all started with the iPod Touch 4G, it was my first Apple product. That was an amazing product -- within a month, I bought two more iPod Touch 4G to share with my friends (and, it was also their first Apple product). They both still have the iPods and are still using them. I got the 5S, so my iPod is now a backup.

I am picking up a few Apple Mini's as X-Mas gifts -- $300 isn't a lot of money for people whose been really good friends for a long time. Some have kids so it will made a big difference.

posted on 13 Nov 2013, 06:58

14. darkkjedii (Posts: 9280; Member since: 05 Feb 2011)


Woodshop thinks everyone's broke dude. +1

posted on 13 Nov 2013, 07:46

17. darkkjedii (Posts: 9280; Member since: 05 Feb 2011)


LMAOOOOO sites full of em

posted on 12 Nov 2013, 23:29 1

7. gaurang (Posts: 94; Member since: 16 Nov 2012)


omg... who cares...

posted on 13 Nov 2013, 02:53

11. ardent1 (Posts: 1983; Member since: 16 Apr 2011)


I checked out the new iPad Mini and the retina display is just gorgeous. The fonts are much sharper. On the display table, I was able to compared both versions side by side and the difference is very noticeable at close distances.

If you are holding the tablets a couple of feet away, then the difference isn't that profound.

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