Apple has just announced the cancellation of iPad 2 HD version’s release. This means that Apple is looking at 1,000,000 iPad 2 units waiting to be dismantled. According to certain statements, we believe that Apple is planning to launch iPad 3 instead.
According to Peter Misek:
1) iPad 2 HD was canceled (~1M units retooled); 2) Sooner-than- expected iPad 3 launch in late Jan; 3) Retail inventory caution due to potential demand slowdown; 4) Some production shift to Brazil. We see 29M iPads shipped in H2 vs. 14M in H1. We trim our 2011 global tablet forecast from 70M to 65M.
A new wave of rumors for iPad 3 has started now that the iPhone 5 release is eminent by the mid of October and rumors about the next generation iPhone are settling down. If the iPad 3 rumors are in fact legit, then we way be looking at a possible release of the iDevice sooner than expected, maybe in the first quarter of the coming year.
We will keep you updated about the stories that are going to start building up with this extraordinary and unexpected news.