Let's set aside the fact that there is no real evidence that the Next iPad mini has actually been delayed. The Retina display does indeed demand not only more battery power but a more powerful processor, which also adds greater demand on the battery. Apple "solved" this in the third-generation iPad by increasing the battery size (along with adding a more powerful processor). No one has really explained how that can be done in the iPad mini, while maintaining the overall quality of the higher-resolution display.
Kuo recycles the belief held by some that Apple is planning a "low-cost iPad mini model," but it won't be shipping until "December at the earliest."
But he then adds this assessment of the low-cost model: "For the sake of gross profit, the model may not be much cheaper than current iPad mini, which means less appeal to consumers. As such, we think Apple is unlikely to launch the product this year."
What seems unlikely to The Rollup is that Apple would ever release a "low-cost" product that is "not much cheaper" than the current model, thereby guaranteeing that it will have "less appeal" to consumers. Isn't a low-cost model supposed to appeal to more consumers, just by being cheaper?
Kuo's opinions are the shaky foundation for massive Narrative Structures created by iOSpherians, such as "Chris P." writing at PhoneArena.
"Here's the thing with analysts and their analyses you either despise them, or you don't," he begins. "What do they know, right? And that's fair, given how often they're way off. But this time it's slightly different KGI Securities analyst Ming-Chi Kuo has issued a research note to clients that has fallen into the hands of AppleInsider, giving a rather complete forecast on what wares we can expect to come from Cupertino by the end of the year. Why is it slightly different? Well, Kuo actually has a rather 'stellar' (as stellar as it can get when it comes to making predictions) track record and most rumors actually support his call."
Think about that: most rumors support his prediction. Once upon a time, that would have been a reason to question a prediction, not accept it.
PhoneArena uses Kuo's predictions to spin an entire tapestry of unfounded speculation about how Apple is plagued by production problems and technical challenges and delays for its next phone and tablet products. One needs only a dollop of imagination to picture what it must be like right now at One Infinite Loop: haggard, drawn, weary Apple engineers cringing as CEO Tim Cook, frothing at the mouth, screams at them to get their s**** together and don't they understand what the word "deadline" means?