Apple Reportedly Looking to Push Monthly iPad Production to 3 Million
According to a new research note from Morgan Stanley analyst Katy Huberty, Apple's manufacturing partners are now pushing out two million iPads per month, with Apple urging them to boost production to three million per month for the fourth quarter of this year.
Says Huberty, "Apple recently indicated to its suppliers a desire to move to 3 million per month in C4Q10. This implies a run rate of 36 million in CY11, close to the current 40 million supply chain forecast."
Huberty's comments suggest that the 2-million production rate is a new milestone, although a report from early July claimed that Apple was planning for about 2.3 million units that month. A few weeks earlier than that, Apple was claimed to have been shooting for production rates of 2.5 million per month by the end of the year, and today's report suggests that Apple has continued to increase its targets in order to meet strong demand for the tablet device.
Apple's increased iPad production has apparently finally helped the company to close the supply-demand gap, with shipping date estimates for orders placed through its online store dropping rapidly over the last several weeks before reaching the minimum "within 24 hours" level just last weekend.
The rapid decrease of shipping estimates had led to questions about whether increased production or sagging demand was driving the supply-demand ratio into balance, but it appears that Apple's continued increases in production are at least a major factor in achieving equilibrium.
Popular Stories
Apple turns 50 this year, and its CEO Tim Cook has promised to celebrate the milestone. The big day falls on April 1, 2026.
"I've been unusually reflective lately about Apple because we have been working on what do we do to mark this moment," Cook told employees today, according to Bloomberg's Mark Gurman. "When you really stop and pause and think about the last 50 years, it makes your heart ...
Apple plans to announce the iPhone 17e on Thursday, February 19, according to Macwelt, the German equivalent of Macworld.
The report, citing industry sources, is available in English on Macworld.
Apple announced the iPhone 16e on Wednesday, February 19 last year, so the iPhone 17e would be unveiled exactly one year later if this rumor is accurate. It is quite uncommon for Apple to unveil...
In the iOS 26.4 update that's coming this spring, Apple will introduce a new version of Siri that's going to overhaul how we interact with the personal assistant and what it's able to do.
The iOS 26.4 version of Siri won't work like ChatGPT or Claude, but it will rely on large language models (LLMs) and has been updated from the ground up.
Upgraded Architecture
The next-generation...
While the iOS 26.3 Release Candidate is now available ahead of a public release, the first iOS 26.4 beta is likely still at least a week away. Following beta testing, iOS 26.4 will likely be released to the general public in March or April.
Below, we have recapped known or rumored iOS 26.3 and iOS 26.4 features so far.
iOS 26.3
iPhone to Android Transfer Tool
iOS 26.3 makes it easier...
The iPhone 18 Pro Max will feature a bigger battery for continued best-in-class battery life, according to a known Weibo leaker.
Citing supply chain information, the Weibo user known as "Digital Chat Station" said that the iPhone 18 Pro Max will have a battery capacity of 5,100 to 5,200 mAh. Combined with the efficiency improvements of the A20 Pro chip, made with TSMC's 2nm process, the...
