“Rumors recently circulated in the touch-panel industry have claimed that yield rates of the in-cell touch panels at Japan Display, LG Display and Sharp – reportedly the panel producers for Apple’s next-generation iPhone – are too low to generate profits,” Siu Han and Jessie Shen report for DigiTimes.
“Apple reportedly even has offered subsidies – estimated at US$10-15 per panel produced – to the panel suppliers in order to encourage them to produce more and ensure stable shipments after the launch of its 2012 iPhone,” Han and Shen report. “The poor yield rate of in-cell panels is likely to cause certain disruption to Apple’s shipping schedule for the new iPhone, according to the rumors.”
Han and Shen report, “Among in-cell touch panel suppliers, Japan Display currently has the best yield rate at 50%, which, however, is still insufficient for the firm to make profits from the touch panel production, the rumors claimed. LGD has steadily improved its yield rate of in-cell panels, but remains incapable of ramping up production, the rumors said. Meanwhile, yield rates for the production of in-cell panels by Sharp have not been improved much and Apple has requested that Sharp undergo the validationprocess again, the rumors indicated… Due to the poor yield rates, combined shipments of in-cell panels for the upcoming iPhone are estimated at only 4-5 million units in July – far below Apple’s target of 20-25 million for all of the third quarter.”
Read more in the full article here.
Related articles:
Analyst: Apple to launch all-new iPod touch and iPod nano with thinner in-cell touch displays in September – July 24, 2012
WSJ: Apple’s next iPhone to feature thinner in-cell display – July 17, 2012
Photo of purported 4-inch ‘iPhone 5′ in-cell display surfaces – July 5, 2012
Wintek’s June sales plunge may signal Apple’s switch to in-cell iPhone touch screens – July 3, 2012
Next-gen iPhone to account for 70% of in-cell LTPS touch panels in 2012-2013 – May 29, 2012
Analyst: In-cell touch screens to slim Apple’s next-gen iPhone by 15% – April 23, 2012
Piper Jaffray’s Munster: Apple’s next-gen iPhone to be ‘Mother of all Upgrades’ (with video) – April 20, 2012
Apple next-gen iPhone likely to adopt in-cell touch screens by Sharp and Toshiba, say sources – April 20, 2012
What else is new..this as been an issue since the first iPad.
Every time a new release is due there are rumors of some component that will be supply constrained. Doesn’t usually last very long.
The rumors for Apple wannabe companies is that their sales are going to exceed expectation and you’re going to see them everywhere. For Apple it’s their production is going to fall short.
Here we go again….
Great way to boost sales, if one were to think quantity would be constrained for a while and you are one of those must have the latest and greatest people.
Stock manipulation?
I thought the same thing!
Let’s see. The use of in-cell display technology was most likely a rumor. And now that rumor is delayed due to another rumor. All in hopes of spreading AAPL supply and delivery FUD to devalue the stock. Nonsensical BOHICA.
Just more fucking FUD being spread by enemies of Apple.
*WARNING* Digitimes
Why isn’t that disclaimer at the top of every article MDN publishes from those dolts?