Apple keeping the LCD supply chain busy
TweetFollow Us on Twitter

Apple keeping the LCD supply chain busy

By David Hsieh, DisplaySearch

Apple products such as the iPad, and iPhone continue to stress the LCD supply chain, given their cutting-edge performance specifications and strict quality control, according to the DisplaySearch research group.

There is a saying in the LCD business that Apple might be the most knowledgeable company about LCD manufacturing and technologies that is not an LCD manufacturer. However, Apple’s business is attractive to the LCD supply chain because it offers high volumes of a single model, which enables production stability.

At the same time, Apple displays offer higher ASPs due to the specifications (such as slimness, light weight, high resolution, low power consumption, high color saturation and wide viewing angle). In order to secure allocations and technology access, Apple has been investing in the LCD supply chain in Asia, particularly down payments to LCD panel makers for strategic supply agreements.

The LCD supply chain (including panel makers, component suppliers, subcontract manufacturing companies) has started to gear up for Apple: in the second half of 2012, Apple will launch three new products (a first): iPhone 5, iPad Mini and New iPad refresh model. These mobile devices will require displays with high resolution, slim form factor, light weight and low power consumption. And certainly, these features are keeping the LCD supply chain very busy.

DisplaySearch’s estimates of near-term production for these Apple products are shown in the table. The LCD supply chain companies involved in the Apple new products include Corning, Japan Display, LG Display, Sharp, AUO, Chimei Innolux, Samsung, Radiant, Coretronic, TPK, Wintek as well as Foxconn.

 Each of these products will present challenges to the LCD supply chain. First, the iPhone 5: while not disclosed publicly yet, many believe the panel size will be increased to 4.0-inch from 3.5-inch in the iPhone 4S, while the resolution remains at 326 ppi. The technology breakthrough will be the in-cell touch sensor integration, which presents a big challenge for LCD suppliers to maintain good yield rates.

The iPad mini is expected to launch in Q4’12 as well. Compared to the iPad, the smaller 7.85-inch screen is targeting the segment of the market currently addressed by Amazon, Samsung, and Google. The ultra slim form factor and low power consumption LCD is the key, as well as the film type projective capacitance touch panel.

Third is the iPad 2. Apple’s original plan for the new iPad was to phase out the iPad 2, but it seems the LCD supply chain is continuing production through the end of this year.

The last is the new iPad and a refreshed model of the new iPad. The new iPad leads the tablet PC market with its high resolution (9.7-inch QXGA with 200+ ppi) and high color saturation. However, Apple is working with the LCD supply chain to refresh the display, including revising the LED backlight design for cost reduction, refining the thermal solution, reducing the weight by replacing some components, and fine tuning the panel transmittance for lower power consumption.

In our various reports, we forecast that iPad 2 shipment will be 21M in 2012, iPad 3 will be 43M, and the iPad mini will be 8M. For iPhone 4S, we expect the 2012 shipment will be 105 million, and iPhone 5 will be 35 million.

All of these panels are recognized as difficult to make in a stable yield rate and will take away some LCD capacity. The bright side for the LCD supply chain is the high technology hurdles of Apple’s mobile product help to digest some capacities and enhance the ASP. However, the dark side is that as Apple products have become more popular, many end users are postponing purchases in anticipation of the new releases, while other products are impacted, and their brands’ orders to the LCD supply chain may be reduced.

The dynamic indicates that Apple’s business is like a dual-edged blade for the LCD supply chain. But with the company launching so many new products in 2H’12, engaging many first tier LCD suppliers, we can expect the LCD industry to become very dynamic once again.
(Hseih is the vice president, Greater China Market for DisplaySearch and is a noted expert in TFT LCD and LCD TV research and analysis throughout Asia.


Community Search:
MacTech Search:

Software Updates via MacUpdate

OmniPlan 3.0 - Robust project management...
With OmniPlan, you can create logical, manageable project plans with Gantt charts, schedules, summaries, milestones, and critical paths. Break down the tasks needed to make your project a success,... Read more
Yummy FTP 1.11 - FTP/SFTP/FTPS client fo...
Yummy FTP is an FTP + SFTP + FTPS file transfer client which focuses on speed, reliability and productivity. Whether you need to transfer a few files or a few thousand, schedule automatic backups, or... Read more
Tweetbot 2.1 - Popular Twitter client. (...
Tweetbot is a full-featured OS X Twitter client with a lot of personality. Whether it's the meticulously-crafted interface, sounds and animation, or features like multiple timelines and column views... Read more
MacPilot 8.0 - Enable over 1,200 hidden...
MacPilot gives you the power of UNIX and the simplicity of Macintosh, which means a phenomenal amount of untapped power in your hands! Use MacPilot to unlock over 1,200 features, and access them all... Read more
Typinator 6.7 - Speedy and reliable text...
Typinator turbo-charges your typing productivity. Type a little. Typinator does the rest. We've all faced projects that require repetitive typing tasks. With Typinator, you can store commonly used... Read more
Adobe Lightroom 6.2 - Import, develop, a...
Adobe Lightroom is available as part of Adobe Creative Cloud for as little as $9.99/month bundled with Photoshop CC as part of the photography package. Lightroom 6 is also available for purchase as a... Read more
ForeverSave 2.1.4 - Universal auto-save...
ForeverSave auto-saves all documents you're working on while simultaneously doing backup versioning in the background. Lost data can be quickly restored at any time. Losing data, caused by... Read more
VueScan 9.5.27 - Scanner software with a...
VueScan is a scanning program that works with most high-quality flatbed and film scanners to produce scans that have excellent color fidelity and color balance. VueScan is easy to use, and has... Read more
AirPort Utility 6.3.6 - Set up and manag...
Note: Most recent release available only within OS X 10.11 El Capitan update. Use AirPort Utility to set up and manage your Wi-Fi network and AirPort base stations, including AirPort Express, AirPort... Read more
Quicksilver 1.3.1 - Application launcher...
Quicksilver is a light, fast and free Mac application that gives you the power to control your Mac with keystrokes alone. Quicksilver allows you to find what you need quickly and easily, then act... Read more

Super Sharp (Games)
Super Sharp 1.1 Device: iOS Universal Category: Games Price: $1.99, Version: 1.1 (iTunes) Description: Your finger has never been so sharp! Cut with skill to complete the 120 ingenious physics levels of Super Sharp and become a cut... | Read more »
Assembly - Graphic design for everyone...
Assembly - Graphic design for everyone 1.0 Device: iOS Universal Category: Photography Price: $2.99, Version: 1.0 (iTunes) Description: Assembly is the easiest most powerful design tool on the App Store. Create anything you can... | Read more »
YAMGUN (Games)
YAMGUN 1.0 Device: iOS Universal Category: Games Price: $2.99, Version: 1.0 (iTunes) Description: The invasion has begun! Protect the walls of the citadel against waves of enemies! But watch out, you will soon run out of ammo...... | Read more »
Royal Bounty HD (Games)
Royal Bounty HD 1.0 Device: iOS Universal Category: Games Price: $4.99, Version: 1.0 (iTunes) Description: New World Computing Approved "Hi Guys! looks good so far! keep up the good work. I worked on HoMM 3 and 4 creating all of the... | Read more »
Swords & Crossbones: An Epic Pirate...
Swords & Crossbones: An Epic Pirate Story 1.0 Device: iOS Universal Category: Games Price: $4.99, Version: 1.0 (iTunes) Description: | Read more »
Camel Up (Games)
Camel Up 1.0.0 Device: iOS Universal Category: Games Price: $4.99, Version: 1.0.0 (iTunes) Description: | Read more »
The Martian: Bring Him Home (Games)
The Martian: Bring Him Home 1.0 Device: iOS Universal Category: Games Price: $2.99, Version: 1.0 (iTunes) Description: Based on the best selling novel and critically acclaimed film, THE MARTIAN tells the story of Astronaut Mark... | Read more »
This Week at 148Apps: September 21-30, 2...
Leap Into Fall With 148Apps How do you know what apps are worth your time and money? Just look to the review team at 148Apps. We sort through the chaos and find the apps you're looking for. The ones we love become Editor’s Choice, standing out above... | Read more »
Tweetbot 4 for Twitter (Social Networki...
Tweetbot 4 for Twitter 4.0 Device: iOS Universal Category: Social Networking Price: $4.99, Version: 4.0 (iTunes) Description: *** 50% off for a limited time. *** | Read more »
Mori (Games)
Mori 1.0 Device: iOS Universal Category: Games Price: $2.99, Version: 1.0 (iTunes) Description: Stop, rewind and unwind with Mori. Time is always running, take a moment to take control. Mori is an action puzzle game about infinitely... | Read more »

Price Scanner via

Save up to $350 with Apple refurbished iMacs
Apple has Certified Refurbished iMacs available for up to $350 off the cost of new models. Apple’s one-year warranty is standard, and shipping is free: - 27″ 3.5GHz 5K iMac – $1949 $350 off MSRP - 27... Read more
Mac Pros on sale for up to $300 off MSRP
B&H Photo has Mac Pros on sale for up to $300 off MSRP. Shipping is free, and B&H charges sales tax in NY only: - 3.7GHz 4-core Mac Pro: $2818.99, $181 off MSRP - 3.5GHz 6-core Mac Pro: $3699... Read more
5K iMacs on sale for up to $150 off MSRP, fre...
B&H Photo has the 27″ 3.3GHz 5K iMac on sale for $1899.99 including free shipping plus NY tax only. Their price is $100 off MSRP. They have the 27″ 3.5GHz 5K iMac on sale for $2149, $150 off MSRP... Read more
Twelve South Redesigns BookArc For Today’s Sm...
Twelve South has announced a redesigned version of their very first product, BookArc for MacBook. Tailored specifically for the newest generation of MacBooks, BookArc holds the new, smaller Apple... Read more
Phone 6s Tips & Tricks – Tips Book For iP...
Poole, United Kingdom based Tap Guides Ltd. has announced the release and immediate availability of iPhone 6s Tips & Tricks, an in-depth eBook available in the iBookstore that’s priced just $2.99... Read more
13-inch 2.5GHz MacBook Pro on sale for $994,...
Best Buy has the 13″ 2.5GHz MacBook Pro available for $994.99 on their online store. Choose free shipping or free instant local store pickup (if available). Their price is $105 off MSRP. Price valid... Read more
Is The iPad Pro Really A Serious Laptop Repla...
Probably not, at least for productive professionals and other power users. Steve Jobs declared that we’d entered the “post-PC Era” with the advent of the original iPad in 2010, a phrase we don’t hear... Read more
Wednesday Deal: 13-inch Retina MacBook Pros f...
Adorama has 13″ Retina MacBook Pros on sale for up to $130 off MSRP. Shipping is free, and Adorama charges sales tax for NY & NJ residents only: - 13″ 2.7GHz/128GB Retina MacBook Pro: $1199.99 $... Read more
uBar 3.0 for Mac OS X – Custom Dock Replaceme...
Brawer Software has announced the release of uBar 3.0, an important update to their popular app and window manager for Mac OS X. uBar allows users to position it whichever side of the screen they... Read more
13-inch 2.5GHz MacBook Pro (refurbished) avai...
Apple has Certified Refurbished 13″ 2.5GHz MacBook Pros available for $829, or $270 off the cost of new models. Apple’s one-year warranty is standard, and shipping is free: - 13″ 2.5GHz MacBook Pros... Read more

Jobs Board

*Apple* Retail - Multiple Customer Support P...
Job Description:Customer SupportSpecialist - Retail Customer Service and SalesTransform Apple Store visitors into loyal Apple customers. When customers enter the Read more
Software Engineer, *Apple* Watch - Apple (U...
…the team that is revolutionizing the watch! As a software engineer on the Apple Watch team, you will be responsible for building world-class applications and frameworks Read more
*Apple* Online Store UAT Lead - Apple (Unite...
**Job Summary** The Apple Online Store is a fast paced and ever evolving business environment. The User Acceptance Testing (UAT) lead in this organization is able to Read more
Hardware Systems Integration Engineer - *App...
**Job Summary** We are seeking an enthusiastic electrical engineer for the Apple Watch team. This is a design engineering position that entails working with Read more
Touch Validation Design (EE) - *Apple* Watc...
**Job Summary** Help launch next-generation Touch Technologies in Apple products. The Touch Technology team develops cutting-edge Touch solutions and technologies that Read more
All contents are Copyright 1984-2011 by Xplain Corporation. All rights reserved. Theme designed by Icreon.