Doug Freedman, an RBC Capital Markets analyst, who is
currently touring chip companies in China provides a note which is kind of
unclear, saying that “Apple’s gen-2 iPad mini is getting pulled-in”. If you ask
me, “pulled-in” could suggest that Apple is moving forward with the intro of
the second-generation iPad Mini. It would me more helpful if we actually knew
the time when the new iPad Mini is scheduled to ship in the first place.
However, we must not get to excited about this since the current device is yet
in short supply.
The note also says that the “TXN is gaining content”. As far
as I know, TXN refers to Texas Instruments Incorporated which collaborated with
Apple in the past by supplying various components which include touchscreen
line drivers.
