LG Display ▪ March 5, 2012

Mockup by CiccareseDesingn

In recent months, the increasingly unreliable Digitimes seems quite confident that “Apple is likely to launch a 7.85-inch iPad.” recent report from the publication in December claimed a 7.85-inch iPad would begin production in Q2 2012 with a launch for the fourth quarter following a “new iPad” (presumably iPad 3) in Q1. The reports keep surfacing today with Digitimes pointing to a report from United Evening News and Oled-Display referring to a “Samsung Securities” document from December that mentions a 7-inch iPad.

Starting with the Samsung document, the company claimed Apple is planning to launch a new 7-inch “iPad mini” in Q3 after the release of iPad 3 in Q1:

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LG Display ▪ January 1, 2012

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Various reports throughout the year claimed LG is providing the television behind the Apple HDTV.  However, nothing conclusive has surfaced.

As far as the big display makers are concerned, Apple’s relationship with LG is probably the strongest.  LG makes iPod Touch and iPhone Retina Displays, some iPad displays, and Apple secured a $500 million dollar investment in LG displays in 2009. The net investment was a temporary exclusive on panels for the 27-inch display that Apple’s iMacs and Thunderbolt Displays now use. Sony also makes OLEDs, but it does not have a strong relationship with Apple – at least as far as displays are concerned. The other big OLED maker is Samsung, and it is currently tangled with Apple in patent disputes.

With that said, look at the things that will be shown at the Consumer Electronic show. They have a 4 mm bezel -that is half the thickness of an iPhone 4S- and weighs in at a paltry 16.5-pounds. In addition, things like “1,000 times faster than LED/LCD displays” and “infinite contrast ratio” makes this sound like one of the best displays of 2012.

(Full sized images and the press release are below.):

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LG Display ▪ November 22, 2011

Mere hours after we verified the connection between DigiTimes display predictions and the J2 prototype found in iOS 5 code strings, DisplaySearch analyst Richard Shim told CNET that production of a QXGA 10-inch 2048-by-1536 Retina Display for iPad 3 “has started”, as previously hinted:

It’s happening – QXGA, 2048×1536. Panel production has started [for the next-generation iPad]. There’s three suppliers. […] It takes a couple of weeks for the production to go to the ODMs (the manufacturers). Then the manufacturer puts them in the housing. Then, that goes off to shipment. We could start seeing finished devices produced in December. And then being ready to be shipped in January. With volumes gearing up in February and March

J1 and J2 are code-names DigiTimes outed as next-generation iPad models allegedly in the works for 2012. Acknowledging possible issues with volume manufacturing of such a high-resolution display, the analyst stressed Apple should be able to meet targets because it is sourcing parts from three display manufacturers: Samsung Electronic, LG Display and Sharp.
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LG Display ▪ October 26, 2011

LG Display ▪ September 9, 2011

A new report from Taiwan Economic News claims Apple’s main supplier Foxconn has significantly upped its iPad 2 shipment estimates from 14 million to  20 million units for Q3. The report notes this marks a significant “42.8% increase from its original projection” made in July. This confirms previous reports for third quarter estimates we told you about last week.
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LG Display ▪ July 24, 2011

Smarthouse has a particularly bad reputation when it comes to Apple rumors, especially when they involve OLEDs.  But we’ll bite on their latest because it is so tantalizing.

There is also speculation that Apple has held discussions with LG Display the Company that makes display screens for MAC products, about the possibility of getting access to a new 55 LG OLED panel that will be used in a new Apple TV that will be capable of delivering music, Video & TV shows over an IP network.

On Friday LG said that they will launch a limited production OLED TV late in 2012.

There are no shortage of people advocating for an integrated Apple television, but certainly the leader is Piper Jaffray’s Gene Munster who expects one next year.

As far as the big display makers are concerned, Apple’s relationship with LG is probably the strongest.  LG makes iPod Touch and iPhone Retina Displays and Apple secured a $500 million dollar investment in LG displays in 2009.  The net of that was a temporary exclusive on the panels for the 27-inch display that Apple’s iMacs and now Thunderbolt Displays now use.  Sony makes OLEDs as well but doesn’t have a strong relationship with Apple, at least as far as displays are concerned.  The other big OLED maker is Samsung, who is now tangled with Apple in patent disputes.

If Apple does do a TV, it will likely have some sort of game-changer tech innovation that Apple could exclusively own for a period of time.  A 55-inch OLED would probably qualify even though yields will be low and prices will be astronomical during the ramp up.

We’re still not convinced, however. expand full story

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