By Tiernan Ray
DigiTimes’s Yenting Chen and Joseph Tsai this morning offer a surprisingly detailed autopsy of the state of Apple’s (AAPL) rumored “iPad 3,” a supposed upgrade to the 10-inch tablet computer that was expected to carry a higher-resolution display.
The authors write that Apple has canceled existing orders, and that source of the “delay” appears to be a problem with obtaining adequate yield of the displays at suppliers Sharp (6753JP), Samsung Electronics (SSNLF) and LG Display (LPL), citing anonymous “sources from the upstream supply chain.”
Apple shares this morning are down $1.26, or 0.3%, at $382.15.
In a related piece, Tsai and co-author Monica Chen write that competing tablet makers Hewlett-Packard (HPQ), Motorola Mobility (MMI), Samsung, Acer (2353TW), Asustek (2357TW), and Research in Motion (RIMM) are all seeing lower sales relative to their build orders for tablets, and are expected to cut prices starting in September, leading to a “price war.” The authors cite anonymous “sources at notebook players.”