“‘Samsung Electronics has won a contract worth $240 million from Apple to supply 3 million LCD panels used in the iPads,’ a high-ranking industry representative told The Korea Times, asking not to be identified,” Yoo-chul reports. “‘The most expensive component in the iPad is the display and touch-screen interface that costs $80 for all models. The 9.7-inch display is more than twice the size of the iPhone 3GS screen and costs five times as much,’ he said.”
“According to executives from Samsung Electronics and LG Display, the iPad touch-screen is mainly made by LG Display and Chimei Innolux Corp., which was created from the merger of Taiwan-based LCD makers Chi Mei Optoelectronics, Innolux Display and TPO displays,” Yoo-chul reports.
“Separately, Samsung Mobile Display ― a flat-screen joint venture between Samsung Electronics and Samsung SDI ― has been in deep talks to supply its LCD panels for Apple’s upcoming 4G iPhones and iPads, a company executive told the newspaper,” ,” Yoo-chul reports. “‘As far as I know, Apple will use the LCD panels for its next iPhone models. We are receiving related orders from Apple,’ the executive said, without elaborating further.”
Yoo-chul reports, “The LCD orders came a few months after Samsung’s biggest cross-town rival, LG Display, struck an $800 million deal with the U.S. company to supply 10 million LCD panels for the iPads.”
Full article here.
MacDailyNews Take: With that bright light shining, we’ll simply stand back and watch the analysts scatter back to their hiding places where the smarter ones will revise their iPad forecasts dramatically upwards.
