New panels from AU Optronics may hint at upcoming 4K Apple displays

By Cody Lee on Nov 26, 2013

The new Mac Pro, which Apple first introduced at WWDC, is capable of driving up to 3 4K displays simultaneously. This is something the company has mentioned several times, leading to speculation that it has a 4K-flavored display on the way.

Although such a product hasn’t materialized yet, some new evidence has surfaced this week that could indicate it’s still on the way. Apparently, Apple supplier AUO is currently making 27-inch and 33-inch 4K thunderbolt-compatible display panels… Read More


Ongoing challenges forcing Apple to buy Retina iPad mini screens from Samsung?

By Christian Zibreg on Jul 23, 2013

Run for years by the then op-chief Tim Cook, Apple’s supply chain has become the stuff of the legend. Would-be watchers naively believe deciphering Apple’s next move is as easy as keeping tabs on the chatter coming out of Asia’s supply chain. Tim Cook, of course, begs to differ: on one of conference calls, Apple’s boss cautioned investors against drawing conclusion from any one data point as the company’s supply chain is a very complex beast.

So here’s something for investors and fans to chew on: ET News reported Tuesday that Apple is considering tapping Samsung Display to produce low-power Retina screens for the upcoming second-generation iPad mini because AU Optronics (AUO) was unable to deliver. Samsung would presumably make the screens alongside LG Display, Sharp and perhaps Japan Display, according to a previous February 2013 reportRead More


Apple reportedly cuts back on iPad mini screens ahead of next-gen model

By Christian Zibreg on May 17, 2013

The hit-and-miss DigiTimes, a Taiwanese trade publication, Friday reported that Apple is expected to cut back on iPad mini display orders in the third quarter of 2013 as it gears up to manufacture a second-generation iPad mini.

According to the publication’s supply chain sources, AU Optronics’ (AUO) shipments of panels for the iPad mini are expected to decrease from four million units in the first quarter of 2013 to 2.5-2.8 million units in the second.

AUO is also expected to see more order cuts going into the third quarter – not due to weak demand, but because it’s facing manufacturing issues so Apple is now expected to buy its iPad mini panels mainly from rival LG Display, which is also a rumored supplier of Retina-grade screens for the second-generation iPad mini… Read More


AU Optronics reportedly started mass producing iPad mini 2 Retina panels

By Christian Zibreg on Feb 22, 2013

Two days ago, sources reported AU Optronics, which alongside LG Display supplies Apple with 1,024-by-768 display panels for the iPad mini, recently began work on new screens for the next-generation iPad mini. And with yields allegedly now meeting Apple’s exacting standards, Taiwan media Friday claimed AU Optronics started mass producing 2,048-by-1,536 324ppi Retina screens for the device, which is said to use the dual-core A5X chip and quad-core graphics to drive the display… Read More


Loss of Samsung screens apparently hurting iPad mini production

By Ed Sutherland on Nov 26, 2012

Questions of whether Apple can supply enough iPad minis to meet demand continue to linger. After cutting ties with Samsung for its displays, one of the two alternative suppliers reportedly face production problems. All of which makes the executives at Cupertino nervous amid Cyber Monday mania.

Apple reportedly chose LG Display and AU Optronics to replace Samsung. As we reportedly last week, LG Display makes most of the displays for the iPad mini, which is widely viewed as a top pick among Christmas shoppers. However, now comes a report out of Asia that AU Optronics is having problems producing the displays… Read More


The majority of iPad mini screens are made by LG Display, not Samsung

By Christian Zibreg on Nov 24, 2012

The vast majority of iPad mini units incorporate a 7.9-inch screen manufactured by LG Display, a report out of Asia claims. AU Optronics, another Apple supplier, is said to be responsible for a much smaller portion of orders as it reportedly continues to suffer from poor yields in the production of panels.

The news is another indication of Apple distancing itself from Samsung. Remember, Samsung was originally the primary supplier of Retina screens for the third-generation iPad, until LG Display stole the Apple account in August. The Galaxy maker also lost out on the iPhone 5 front to rival panel makers, although the company still manufactures chips for Apple devices… Read More


Rumor: the next iPad mini will have Retina display

By Ed Sutherland on Nov 7, 2012

Moving to blunt criticism over the iPad mini display, a rumor out of China asserts that AU Optronics (AUO) is working on building a crisper Retina screen for the next iPad mini with the same 326ppi pixel density as the iPhone 4/4S/5. AUO is one of the suppliers Apple sources display panels for the iPad mini from. The need to offer a Retina iPad mini was allegedly pressing enough to bypass the usual waiting period before providing sharper display… Read More


LG Display beats Samsung handily for Apple display orders

By Christian Zibreg on Oct 25, 2012

According to a new supply chain report, LG Display beat its arch-rival Samsung for display panel orders and has now become the primary supplier of screens that Apple uses to build virtually all of its recently refreshed products.

Specifically, LG Display is said to provide panels for the new iPad mini, fourth-generation iPad with Retina display, 13-inch MacBook Pro and both 21.5 and 27-inch revamped iMac models. This is of particular interest to would-be shoppers eyeing the iPad mini because “frustrated suppliers”, per one analyst, previously had issues meeting Apple’s exacting standards… Read More


AU Optronics seen boosting output of iPad mini screens ahead of next week’s unveiling

By Christian Zibreg on Oct 15, 2012

Having solved yield issues, Taiwan’s maker of flat panel displays AU Optronics (AUO) is said to be boosting its output of displays for the iPad mini, with Apple being so confident in AUO’s ability to deliver that it upped orders by 50 percent to three million panels (Apple’s striving to produce ten million iPad minis).

The screens should trickle down to assembly factories later this month, giving hope that Apple will have ample supply of parts at its disposal to manufacture enough iPad minis for the rumored October 23 introduction. If history is an indication, the iPad mini should be available either right after the keynote or a week or two following the presser… Read More


Retina display supplier Samsung, others settle price fixing suit for $1.12B

By Christian Zibreg on Jul 13, 2012

Apple’s key components provider Samsung which supplies, among other items, Retina panels for the new iPad, agreed along with other defendants to settle a price fixing class-action lawsuit for a whopping $1.12 billion.

Samsung has agreed to pay $240 million, AU Optronics will pony up $170 million, Toshiba will pay only $21 million and LG Display will settle for $380 million in damages.

This settlement – the largest consumer class-action price-fixing settlement ever – is in addition to previous settlements from ten manufacturers and prison terms for some executives, The Wall Street Journal reported… Read More