“The company plans to transfer part of the capacity of its 6G fab in Kameyama from LTPS to IGZO production in the fourth quarter of 2018, said the sources,” Kuo and Shen report. “The 6G plant currently has a production capacity of 25,000 substrates a month for production of LTPS panels. By fourth-quarter 2018, only 15,000 substrates will be available for LTPS panels, while the remaining 10,000 substrates will be shifted for production of IGZO panels, according to IHS Markit.”
Kuo and Shen report, “Sharp will adjust the ratios of LTPS and IGZO panels at its 6G fab, depending on market demand, said the sources, noting that Sharp is aiming to secure IGZO panel orders from Apple for its iPad devices.”
Read more in the full article here.
MacDailyNews Take: This could be a banner year for iPads, with unit sales growth having resumed already and more growth in the offing if reports of a lower-priced entry-level iPad are true.
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