- Apple is facing a delay in the shipment of the 12.9-inch iPad Pro model due to limited supply.
- The shortage is being experienced in the mini-LED component powering its display.
- The technology is being reported to be complex for production in large quantities.
Apple continues to face production issues with the mini-LED display technology supposed to power its 12.9-inch iPad Pro. The component is the single biggest reason why the new variant of iPad Pro is facing shipment delays.
Apple introduced two new iPad Pro models last month, both of which are powered by the company's M1 chipset. The smaller 11-inch variant comes with an LED-backlit Liquid Retina display that is found on, the earlier models of iPad Pro as well. The display is readily available, and hence supply for the iPad Pro 11-inch model is maintained.
The case, however, is different from the 12.9-inch iPad Pro model, which uses a mini-LED backlit Liquid Retina display. A Bloomberg report highlights that Apple suppliers are finding it difficult to make the mini-LED display technology in large quantities. This is significantly delaying production and shipments of the iPad Pro model to Apple's global markets.
This reason for shipment delay was also reported back in April when industry sources revealed that the new display technology is complex and difficult to mass-produce. Due to this, the availability of the 12.9-inch iPad Pro was delayed to July this year.
The new report highlights that the supply constraint persists and might be a reason for further delay in shipment of the new iPad Pro model.
Apple has further predicted a supply shortage in quarter 3 of 2021. Speaking to analysts during the recent earnings call, Apple CEO Tim Cook noted that the shortage would primarily impact the Mac and iPad lineups.
Cook highlighted "legacy nodes" as the biggest issue in the shortage, saying that predicting the impact is hard because of multiple players involved. It was revealed that the limited supply could cost the company somewhere between $3 billion to $4 billion in revenue for the fiscal third quarter.
The shortage will also be felt because of an increased demand for iPad and Mac that Apple has experienced for over a year. The demand surge is accredited to the rise in remote work since the pandemic last year, as well as Apple's transition to its M1 chipsets for the products.