Ashok Kumar, an analyst at Rodman & Renshaw, claims Apple's iPad 2 will utilize a dual-core chip to compete with the BlackBerry PlayBook and upcoming Motorola tablet.
"Apple is on track to refresh the iPad by March and iPhone by late summer. A key component upgrade across these platforms will be a dual-core processor featuring a pair of 1GHz ARM Cortex A9 cores."
Kumar also notes that Apple is now meeting iPad demand say, "iPad supply has largely satiated demand and Apple can sustain quarterly shipments at around 6 million/quarter. At these levels, Apple would capture about half the forecasted market for 2011."
Commenting on the Verizon iPhone, Kumar says, "iPhone volumes could also be maintained at the 15 million/quarter level through next year. The launch at Verizon could support an incremental 8 million units."
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"Apple is on track to refresh the iPad by March and iPhone by late summer. A key component upgrade across these platforms will be a dual-core processor featuring a pair of 1GHz ARM Cortex A9 cores."
Kumar also notes that Apple is now meeting iPad demand say, "iPad supply has largely satiated demand and Apple can sustain quarterly shipments at around 6 million/quarter. At these levels, Apple would capture about half the forecasted market for 2011."
Commenting on the Verizon iPhone, Kumar says, "iPhone volumes could also be maintained at the 15 million/quarter level through next year. The launch at Verizon could support an incremental 8 million units."
Read More