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iPad 3 rumor rollup for the week of Feb. 14

John Cox | Feb. 16, 2012
March Madness is already infecting the iOSsphere in February, as rumors ignite about launching the Next iPad in just three weeks.

The Journal argues that the two carriers "banking heavily on LTE to attract new subscribers and to get existing subscribers to upgrade to more lucrative monthly smartphone and tablet contracts." Presumably that means upgrading from a lower-end 3G phone used mainly for voice, and adding some kind of cellular data plan. An LTE iPad could help them "drum up demand for the faster service, in the way the original iPhone dramatically increased demand for 3G wireless data plans."

Another reason to encourage the shift, according to the story, is that LTE networks are up to 50% more efficient than today's more widely deployed 3G networks, which means carriers can do more with the same amount of spectrum.

Apple orders 65 million higher-def iPad 3 displays

Sites like 9to5Mac picked up a Chinese language post at China Times which claims that Apple has ordered 65 million displays for iPad 3, with a pixel density of 264 pixels per inch.

China Times sources for the "report" are people in Apple's Asian supply chain and "South Korean media news." In other words, other rumors.

Despite this, 9to5Mac's Jake Smith generously calls the China Times post a "report" and observers that "Apple ordered a whopping 65 million 264PPI Retina displays from both LG and Samsung. Both have reportedly already begun production, as well. It is not clear if this number includes orders from Sharp, who is rumored to be building displays from the iPad 3."

The real unanswered question here is clearly: who is NOT building displays for iPad 3?

As is the case with nearly everyone, Smith doesn't actually quote from China Times. And with Google Translate, we know why. Here's the opening: "According to the Apple supply chain vendors and the South Korean media news, Apple commissioned by Samsung and LGD iPad3 retina panel (Retina Display) has been the mass production stage, this year's panel purchases of at least 65 million, on behalf of Apple iPad3 shipments this year...."

"For comparison," Smith helpfully adds, "Apple ordered 40 million displays for the iPad 2. Today's report indicates a substantial 60 percent to 70 percent increase over iPad 2. If these reports are true, Apple is thinking big for its new tablet."

Even if these "reports" are false, Rollup's guess is that Apple is thinking big for its new tablet.

The iPad 3 is known to Jonathan S. Geller

In a Valentine's Day post for readers of Boy Genius Report (or "BGR, the three biggest letters in tech☺, Jonathan S. Geller led with the headline, "What I know about the iPad 3," which might suggest that the three biggest letters in tech are actually JSG.


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