panels

Following reports this morning from Macotakara that claimed Sharp would be supplying display panels for a next-generation iPad, a conflicting report from Korean publication Electronic Times Internet News (via PatentlyApple) claimed Sharp “failed to pass Apple’s approval process for mass production.” The report also claimed Samsung and LG already kicked production for iPad 3 panels into full capacity as of the beginning of this year:

It has been confirmed that Samsung Electronics and LG Display will supply LCD panels for Apple’s iPad 3, which is scheduled to be unveiled as early as in Q1 this year. Sharp was originally known to be developing display panels, but reportedly failed in initial supply.

According to the report, Apple is planning on placing orders for 65 million LCD panels for iPad 3 during 2012. It also claimed Samsung and LG would be supplying 5 million displays in the first quarter to meet demand for the device’s launch. Although there is obviously no way to verify this, and the publication does not exactly have a track record for breaking Apple news, the report does mention the same XQGA (2048×1536) display as Macotakara’s. The report cited only an “industry source.”

Expand
Expanding
Close

Digitimes is reporting Apple has turned to manufacturers other than LG Display (specifically Samsung and Chimei Innolux) due to issues with the 9.7-inch panel they’ve been producing for the iPad 2. Apparently LGD was not only unable to meet its July orders by approximately 1 million units, but also failed to meet Apple’s requirements in impact tests.

Due to the manufacturing issues with LGD, Digitimes reports they have now turned to alternate supplier (and rivals in the tablet market) Samsung. However, this may be only a temporary solution to the supply problems, as the report is quick to point out Samsung is directly competing with the iPad 2 with their Galaxy Tab 10.1 (the same device Apple just received a preliminary injunction for to halt sales in the EU).

According to the report:

“Samsung’s Galaxy Tab has head-on competition with the Apple iPad 2 in the end market. This would prevent Apple from sourcing more panels from Samsung.”

This might be an indication that Apple is focused on transitioning away from Android-related manufactures, if for no other reason, simply to avoid having to rely on their competition to supply vital components. Doesn’t look like LG’s  $500 million display deal with Apple will be getting extended anytime soon, and a recent lawsuit launched against Apple (linked back to LG) certainly doesn’t help either.

Expand
Expanding
Close