Apple’s New iPad Costs at Least $316 to Build, IHS iSuppli Teardown Shows

Another iPad release day spurs another round of teardowns, and at least one cost estimate.
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Voices

Apple, Suppliers Test Tablet With Smaller Screen

Apple Inc. is working with component suppliers in Asia to test a new tablet computer with a smaller screen, people familiar with the situation said, as it looks to broaden its product pipeline amid intensifying competition and maintain its dominant market share.

Seven Questions for Seagate CEO Steve Luczo About the Effects of the Thailand Floods

Flooding in Thailand has killed more than 600 people, devastated the Thai economy and caused one of the most significant supply chain disruptions to the computer industry in a generation.
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How Thrilled Is Texas Instruments to Have Its Chips in the Kindle Fire?

Very thrilled. Chipmaker TI does something that chip companies practically never do: It says how happy it is to have Amazon as a customer.
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Ready for a Shortage of Hard Drives?

Flooding in Thailand has hammered one of the world’s two major manufacturers of hard drives especially hard. Early estimates say supply this quarter could drop by nearly a third.
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Apple’s iPhone 4S Cracked Open, Money Spills Out

Research house IHS iSuppli has opened up Apple’s iPhone 4S to see who’s in and out among its suppliers and to estimate how much it cost to make.
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Voices

Apple Developing New iPad

Apple Inc. is working with component suppliers and its assembler in Asia for the trial production of its next generation iPad from October, people familiar with the situation say, as it looks to stay ahead of the competition in the fast-growing tablet computer market.

Report: Apple Supply Chain Struggling to Meet iPad 2 Orders

The March earthquake and tsunami in Japan caused little in the way of supply chain troubles for Apple in its last quarter. The next may be different.

Apple Battles "Mother of All Backlogs" With $11 Billion in Purchase Commitments

Apple may not have any particular plans for its cash abundance beyond the preservation of capital, but it’s not letting the $65.8 billion it had on hand at the end of the first quarter burn a hole in its pocket, either. The company continues to use it for supply chain investments, locking up component resources in an increasingly competitive market.

Apple Supply Chain on Solid Ground Despite Japan Quake

If Apple’s second-quarter iPad 2 sales missed Wall Street expectations, it wasn’t because of supply-chain troubles following the earthquake and tsunami in Japan. Remarkably, those catastrophes didn’t disrupt the company’s component supplies in the second quarter at all.