DisplaySearch Stories November 19, 2013

The Korea Times is reporting that a “first tier display supplier” is already manufacturing a 12.9 inch panel for iPads. According to the report, Apple is looking to bring the bigger iPad to market sometime “early next year”…

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DisplaySearch Stories November 13, 2013

Report: Apple’s iWatch will come in 1.3″ & 1.7″ models to accommodate men & women wrist sizes

DisplaySearch has a bit of a hit and miss track record when it comes to Apple product launches. The research firm often lands itself square in the analyst category with some pretty out there predictions of  12-inch MacBooks and 65-inch 4K Apple TVs, and today it adds yet another to the list by claiming at a press conference in Taiwan today Apple is planning 1.7-inch and 1.3-inch models of its rumored iWatch. The KoreaHerald reports that DisplaySearch’s David Hsieh claims the various OLED display sizes will be to accommodate the differences in male and female wrist sizes. The report adds that Apple has put its TV efforts on hold to work on the wearables:

“It appears that Apple’s long-rumored TV plans, which were far from concrete anyway, have been put on hold again, possibly to be replaced by a rollout of wearable devices.”

Keep in mind DisplaySearch has changed its prediction since its report last month: It previously predicted 1.3 and 1.63inch models.

According to DisplaySearch, that means any Apple TV plans for the second half of next year have now been delayed.

While we can’t confirm any of DisplaySearch’s info from its report today, Apple is indeed experimenting with wearables. Earlier this year we reported that the product was currently being developed by a team of Apple executives, sensor, and fitness experts.

DisplaySearch Stories November 11, 2013

Analyst: iTV plans put on hold for wearables debut in 2014

As evidenced by TV supply chain sources, Apple could be prioritizing wearable technology and delaying a true Apple TV launch during 2014. That’s according to analyst Paul Gagnon of DisplaySearch who believes Apple was positioned to debut a true iTV in the latter half of next year, but has put that plan on hold due to content deals still in development.

For Apple to have a successful television product for the living room, it needs to achieve three goals:

Sell enough units to generate sufficient content purchasing points, especially among households who do not yet own Apple TV set-top boxes.

Offer a unique point of differentiation to capture market share from leading TV manufacturers such as Samsung and Vizio, while at the same time being able to sell the products for a high enough price to deliver typically high Apple margins.

Create follow-on replacement purchases to keep hardware sales from flat-lining once household penetration peaks.

DisplaySearch Stories November 1, 2013

New report reiterates iPad mini screen supply shortages at Sharp and LG, Samsung brought onboard to aid production

According to a DisplaySearch analyst report published in the Nikkei, via CNET, both LG and Sharp are having trouble ramping production of the iPad mini’s 7.9inch Retina display.

The report states that Sharp is struggling to produce any level of output at all. This corroborates with a Digitimes report from earlier this week. Apparently, Sharp’s Oxide TFT process is to blame for the low yield rates.

DisplaySearch Stories October 11, 2013

There are a couple of analyst rumors doing the rounds at present that are best described as … questionable.

First, we have Brian White claim (via VentureBeat) that the key focus of the long-rumored iWatch is as a control for home automation systems.

As an Apple supplier, our contact offered insight into the “iWatch” and described this potential new device as much more than an extension of your iPhone but as a multi-purpose gateway in allowing consumers to control their home (i.e., heating/cooling, lights, audio, video, etc.)

You may recall that Mr White is a man who likes his remotes: he predicted back in April that the Apple HDTV (which he always claims is going to be released in the next quarter or two) would be controlled by an iRing …  expand full story

DisplaySearch Stories September 7, 2012

Apple’s new products will keep the display supply chain busy for the rest of 2012

DisplaySearch analyst David Hsieh noted today that Apple’s upcoming product launches and refreshes will keep the LCD supply chain in Asia very occupied during the remainder of 2012.

The DisplaySearch blog explained:

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 (above). 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.

Apple’s business appeals to the LCD supply chain for various reasons related to production stability, but the displays are very technologically specific and present many challenges. As Hsieh further noted, Apple requires light and slim displays with high resolution, minimal power consumption, maximum color saturation, etc.:

…the iPhone 5: while not disclosed publicly yet, many believe the panel size will be increased to 4.0” from 3.5” 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” 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.

Due to these requirements, Apple has been investing in Asia’s LCD supply chain, according to Hsieh, specifically giving down payments to LCD panel makers for “strategic supply agreements.” Apple’s business is a “dual-edged blade,” but suppliers cannot ignore a company with such engaging product launches.

Get the full report at DisplaySearch.

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