IGZO ▪ October 17, 2012

We heard reports in the past that Apple passed on Sharp’s IGZO display tech for the third-generation iPad due to Sharp not having the tech ready in time. Going with Sharp’s IGZO tech would have allowed for a thinner display assembly, a brighter display with less LEDs, and the ability to use a smaller battery or extend battery life specs as a result. It could have also helped shave off some of the increased weight and depth of the new iPad. These are all things we witnessed first hand when we got up close and personal with a few IGZO demos at IFA this year.  Sharp is announcing today its first 7-inch tablet to use the display technology, claiming the 1,280-by-800 IGZO display allows for 2.5 times the battery life from the tablet’s 2,040mAh battery (via ComputerWorld).

With the iPad mini launch coming later this month, it is a possibility the tech is finally ready for Apple to take advantage. Sharp also has 10-inch and 13-inch variants of the IGZO displays, but the 7-inch would of course make a lot of sense for iPad mini given what we already know about the device. Apple’s ability to increase battery life, or simply have the ability to use a smaller battery (in a smaller form factor) while maintaining battery life specs, is just one benefit. Another big benefit for Apple would be narrow borders: rumor has it—which is something we also talked about a lot in the past—the iPad mini will have a much narrower border than previous-generation iPads. Sharp told us its IGZO LCDs can be built with a bezel under 2mm, and it was showing off a demo display with a 1.75mm border at IFA. That would definitely fit the bill for the narrow-border, one-handed experience we expect from iPad mini. expand full story

IGZO ▪ September 1, 2012

We had the opportunity to spend a lot of time with Sharp today at its IGZO display booth. While they would not say which Apple products would incorporate their new displays, they did seem to insinuate these were the best displays on the market, and Apple is the type of company that uses the best displays.

So why are these the best?

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IGZO ▪ July 3, 2012

A few reports have floated around today that we are filing under rumor. The first comes from a Digitimes report that claimed Apple suppliers are prepping for mass production of a new Retina iMac scheduled for July with a possible October unveiling. We told you in May that Retina iMacs were likely on the way when higher-resolution iMac display panels were spotted in Apple’s supply chain before the unveiling of the new Retina MacBook Pro at WWDC in June. Apple quietly updated the Mac Pro lineup after the event, and then it confirmed a redesigned Mac Pro was in the works for 2013, but we have heard nothing official from Apple on future iMacs.

We heard a lot about a possible 7-inch or 7.85-inch iPad, and today there are more roughly translated reports, coming from Chinese publication MyDrivers.com (via UnwiredView), that claim Apple has a 7.85-inch iPad using a Sharp IGZO panel. There have been several reports in recent months claiming Apple is working on the device, and the The Wall Street Journal reported in February that Apple was testing displays roughly 8-inches in size. Apple looks to be at least testing these screen sizes, but we have no solid proof that anything is planned as of yet. Previous reports indicated a possible October launch for a 7-inch iPad under $250. expand full story

IGZO ▪ May 24, 2012

Reuters reported today, while citing Japanese business daily Nikkei, that Sharp will supply its technology to Hon Hai for a new Foxconn plant that will produce panels for devices like Apple’s iPhone. The move follows an investment from Foxconn’s parent company Hon Hai Precision in March, which agreed to buy 46.48-percent of Sharp’s LCD plant in Japan and $844 million in new shares for an 11 percent stake of the company.

TOKYO (Reuters) – Japan’s Sharp Corp will supply technological know-how to Taiwan’s Hon Hai Precision Industry Co for a plant in China that will produce panels for Apple Inc’s iPhone and other consumer electronics products, the Nikkei business daily said on Thursday.

As for what technology Sharp will provide, the report only specified it will be “aimed at improving quality management” at a future plant in Chengdu. Sharp will reportedly receive “tens of billions of yen in fees” through the partnership, and it announced plans today to buy back Sony Corp’s 7.04-percent stake in its Sakai, Japan-based plant.

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IGZO ▪ April 5, 2012

Jefferies & Co.’s Peter Misek has been one of the most outspoken analysts about Apple’s rumored HDTV product. He first said in November that Sharp was preparing its production lines for the “iTV” and then last month claimed production of up to 5 million units could begin by May with a product launch by Q4 2012. In this morning’s note to clients (via Barron’s), Misek once again claimed television components have begun shipping to Apple’s panel suppliers in Asia and upped his price target to $800 based on “increased confidence” that Apple will indeed launch the product this year. He is also now claiming the product will be dubbed “iPanel.”

Misek said on a recent trip to Asia he saw “polarized films, filters and IGZO components” headed to Apple suppliers in small quantities. Another reason for Misek’s increased confidence is the announcement that Hon Hai Precision will buy a 10 percent stake in Sharp Display. He explained:

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