Based on recent supplier checks, the second-generation iPad may depend heavily on 3G models. Concord Securities analyst Ming-Chi Kuo now understands that 3G iPads may represent approximately 62 percent of the five million next-generation iPad units in production for the initial launch batch.
Reports indicate that the most popular iPad 2 is the HSPA-based model, code named ‘K94′, which at 46 percent (2.3 million) exceeds that of the WiFi only model (‘K93′) at 1.9 million.
A further 16 percent, or 800,000 units, represent EVDO-based iPads (‘K95′). Carrier support for this model would be from CDMA-based companies such as Verizon in the USA or Telus/Bell in Canada.
This shift reflects the increasing interest of 3G devices. While the WiFi-only iPad is likely stay, at least in some capacity due to its lower price and production cost, it seems that the next-generation iPad lineup may be 3G focused even though iPhone owners will have access to the new Internet tethering feature in iOS 4.3, Personal Hotspot.
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Posted under: iPad Rumours