“TPK Holding and Wintek are expected to see their shipments of touch panels for iPhones decline 15-20% sequentially in the second quarter in the second quarter, as iPhone 4S is moving into the final stage of its product life cycle, and Apple is likely to adopt in-cell touch solutions for its next-generation model, according to industry sources,” Siu Han and Steve Shen report for DigiTimes.

“Combined shipments of touch panels from TPK and Wintek to Apple in the second half of 2012 will equal one-third of shipments the two companied shipped in the first half, the sources estimated,” Han and Shen report.

Read more in the full article here.