Apple cancels iPad 3 supply orders for 2011

Last Friday TiPb heard that while Apple had considered releasing iPad 3 as early as this fall, it ultimately wasn't going to ship until the now traditional spring timeframe. Now the intermittently reliable Digitimes is reporting that Apple has cancelled orders with suppliers for iPad 3 parts for this fall.

Apple was originally set to launch its iPad 3 in the second half of 2011 with a supply volume of 1.5-2 million units in the third quarter and 5-6 million in the fourth quarter, but Apple's supply chain partners have recently discovered that the related figures have all already been deleted, the sources pointed out.

Further, we theorized part of the reason could be the costs and yield rates of the reported 2048x1536 Retina Display, which Digitimes

The sources believe that the yield rate of the 9.7-inch panel that feature resolution of 2,048 by 1,536 may be the major reason of the supply delay since such panels are mainly supplied by Japan-based Sharp with a high price and Apple's other supply partners Samsung Electronics and LG Display are both unable to reach a good yield.

They also report that backlighting and other issues with the Retina Display may also be playing a part. If Digitimes proves accurate, it'll be interesting to see if the other part of our tip pans out -- that iPhone 5 is set for October 7.