Rumor: Apple Watch has LG-made AMOLED screen

By Christian Zibreg on Sep 17, 2014

Apple has rejected tiny panels made by rival Samsung’s display-making arm for its wrist-worn smartwatch and has instead opted in favor of curved AMOLED screens made by LG Display, claims a supply chain report filed Wednesday by DigiTimes, a somewhat accurate Taiwanese trade publication.

Citing unnamed sources at LG Display, the publication reports LG Display will supply AMOLED panels for the Apple Watch. “Apple will reportedly not purchase AMOLED panels from Samsung Display and instead will have LG as the sole panel provider for the Apple Watch”, the sources indicated. Read More


Rumor: LG Display beats out rivals to become top iPhone 6 display supplier

By Christian Zibreg on Aug 19, 2014

If there’s any substance to a new supply chain report Tuesday, LG Display beat out rivals like Samsung, Sharp, and Japan Display as Apple had reportedly selected the South Korea-based firm as its top display supplier for the upcoming iPhone 6.

Based on a massive amount of orders, analysts are expecting iPhone 6 shipments in the ballpark of 70 million units during a three-month span.

The huge order should be enough to keep suppliers such as LG Display busy in the months ahead. RBC Capital Markets in a note to clients yesterday cited latest supply chain data, upping its forecast of Apple’s orders to as many as 80 million units of both 4.7 and 5.5-inch iPhone 6 variants.

This compares to the 60 million iPhones ordered during the same period of last year… Read More


Rumor: iWatch with flexible LG screen to start rolling out by September in two sizes

By Christian Zibreg on Apr 15, 2014

Earlier this week KGI Securities analyst Ming-Chi Kuo wrote in a note to clients that Apple’s rumored wearable device – which was dubbed by the press the iWatch – should come in two sizes, featuring wireless charging and “fashionable” design.

Corroborating the analyst report, a new story has it that the device is indeed coming later this year in two sizes, outfitted with a flexible screen made by LG Display, a company thought to be the sole display supplier for the device… Read More


Production of 4.7-inch iPhone 6 screens to start in May, 5.5-inch model delayed

By Cody Lee on Mar 31, 2014

Production on screens for the 4.7-inch version of Apple’s next iPhone could start as early as May, according to a new report from Reuters. Citing supply chain sources, the outlet says that Japan Display and other manufacturers are readying their facilities and could begin churning out panels next month.

Unfortunately, for those looking forward to the oft-rumored 5.5-inch model, it sounds like production issues have forced Apple to delay the handset. Reuters says that manufacturers are running into difficulties with in-cell technology, and the larger displays may not go into production for several months… Read More


Nikkei: Apple to launch 4.7 and 5.5-inch iPhone as early as September

By Cody Lee on Mar 27, 2014

Japanese news outlet Nikkei threw its weight behind a popular rumor today, reporting that Apple’s next-gen iPhone will come in both 4.7- and 5.5-inch models. The theory that the company is working on two new larger-sized handsets has been reiterated several times over the past 6 months.

Citing sources within Apple’s supply chain, Nikkei says that manufacturers have already begun making components for the new smartphones, like fingerprint sensors and chips for liquid-crystal drivers, and Sharp, Japan Display and LG will begin mass-producing their panels as early as April… Read More


Rumor: LG Display strikes deal with Apple to exclusively build 1.52-inch OLED iWatch screens

By Christian Zibreg on Jan 20, 2014

It was reported last October that LG Display was close to reaching an agreement with Apple to build tiny OLED (organic light-emitting diode) screens for the rumored iWatch. As the original article by The Korea Herald asserted, LG Display would become the second iWatch display supplier, with Taiwan’s RiTDisplay acting as the primary supplier and Japan Display a likely candidate as well.

According to a new report Monday by Seoul-based online tech publication Digital Daily, Apple has now selected LG Display as a sole supplier of 1.52-inch panels for the iWatch… Read More


Retina iPad mini teardown: LG Display Retina panel, larger battery, A7 and more

By Christian Zibreg on Nov 13, 2013

Yesterday, I wondered on Twitter what was taking the repair magicians over at iFixit so long to do their ritual teardown of Apple’s stealthily-released iPad mini with Retina display. My prayers have been listened to as iFixit has torn apart the device, revealing its guts and components for the whole world to see. As you could imagine, they found an Apple-designed A7 chip inside, slightly underclocked versus the iPad Air.

On top of that, there are usual suspects in terms of wireless and supporting chips. As for the titular update to this iPad mini – the Retina display – the teardown analysis has identified an LG Display-supplied 7.9-inch in-plane switching LCD with a 2,048-by-1,536 screen resolution.

While the resolution is the same as the iPad 3/4/Air, the images are crisper at 326 pixels per inch (264 ppi on the iPad Air) due to a shrunken form factor, as noted MacStories editor Federico Viticci noted in his hands-on article.

Other tidbits follow… Read More


Apple looks to Samsung as LG Display, Sharp struggle to make mini Retina panels

By Cody Lee on Nov 1, 2013

It looks like Apple’s Retina iPad mini production problems are worse than we thought. According to a new report, both LG Display and Sharp are having so much trouble mass-producing the hi-res panels for the tablet that the company has been forced to turn to rival Samsung for help… Read More


Rumor: LG nears OLED iWatch deal, Google smartwatch due ‘within months’

By Christian Zibreg on Oct 29, 2013

LG Display, a prominent Apple supplier that provides LCD panels for the iPad, MacBook and iMac devices, is apparently close to striking a deal to supply a portion of flexible OLED screens for Apple’s rumored iWatch wearable device. Furthermore, Apple is understood to have discussed the possibility of a similar deal with its biggest supplier Samsung, but talks apparently fell apart.

In addition to LG Display, the rumor also mentions Taiwan’s RiTDisplay as another possible iWatch screen supplier… 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


DigiTimes: iPad mini with Retina display coming in October

By Cody Lee on Jul 19, 2013

The inexact DigiTimes is reporting this morning that the next-generation iPad mini will feature a Retina display, and is expected to be introduced in October. The report is in direct contradiction to the publication’s own scoop from earlier this week.

On Monday, the Taiwanese outlet added to speculation that Apple was delaying the launch of its Retina iPad mini until 2014 due to panel shortages. But apparently, LG has made significant progress with its production, and it’s back on track for the fall… Read More


DigiTimes: 33 percent lighter iPad 5 on track for September release

By Christian Zibreg on May 20, 2013

DigiTimes, the-sometimes-reliable Taiwanese trade publication, on Monday ran a report which quotes sources with Taiwan’s supply chain who claim that a fifth revision to Apple’s full-size 9.7-inch iPad will be 25-33 percent lighter than its previous generation.

The fifth-generation iPad is believed to be entering trial production next month, meaning the device should be on track for a rumored September launch. Initial output is pegged at up to three million units until Apple and its manufacturing partners reach yield levels necessary to ramp up production… Read More


iPad mini 2 Retina screens reportedly entering mass-production next month

By Christian Zibreg on May 7, 2013

NPD DisplaySearch is on a roll. After reporting yesterday that Apple could release two Retina-enabled iPad mini models – one in the second half of this year and another in the first quarter of 2014 with an updated processor, the display market researcher tell CNET today they think those high-resolution Retina panels for the second-generation iPad mini could go into mass-production soon, as early as June or July of this year.

If true, and assuming satisfactory yield rates, Apple should be able to ready its first Retina iPad mini for a Fall introduction, a time frame KGI Securities’ well-informed analyst Ming-Chi Kuo recently outlined based on his own sources… Read More


Apple may have delayed next-gen iPads over fire at LG Display’s subcontractor plant

By Christian Zibreg on Apr 17, 2013

An analyst report last Tuesday disappointed folks who were holding their breath for new iPads before this summer. As iDB told you, KGI Securities’ rather accurate analyst Ming-Chi Kuo cited a number of “technical challenges” that Apple is currently facing in manufacturing the second-generation iPad mini and fifth-generation full-size iPad, leading him to believe that both products won’t hit the market until Fall.

I’ve come across an accurate report which might explain that a fire which last week broke out in one of LG Display’s subcontractor plants has forced Apple to frantically seek for alternative suppliers who could supply backlight units for iPads and MacBooks. All options are on table, including the display-making unit of Apple’s frenemy Samsung… Read More


LG saw 90% drop in iPad panel shipments in January

By Cody Lee on Feb 26, 2013

A new report out of China claims that LG Display saw shipments of its 9.7-inch iPad display panels drop 90% in January, from 6 million units in December all the way down to 600,000. The drop-off is said to be a main factor in LG’s poor performance in the month.

The reason for the order cuts? Well according to supply chain sources, it’s a combination of a few things including the fact that January was the first post-holiday month, the growing popularity of the iPad mini, and a general shift in the market to lower-priced tablets… Read More


Apple orders Retina iPad mini screens from Japan Display and LG Display

By Christian Zibreg on Feb 25, 2013

Apple, according to a new supply chain report out of Asia, has placed orders with LG Display and Japan Display for high-resolution Retina screens for a second-generation iPad mini. Japan Display is a merger of the mobile display operations of Sony, Hitachi and Toshiba, in conjunction with the Innovation Network Corporation of Japan. Now, LG Display and AU Optronics both currently supply 1,024-by-768 panels for the iPad mini, and iDB last week heard the latter has already started mass producing Retina panels for the second-generation iPad mini.

With LG Display and Japan Display now reportedly having been added to the mix – and with leaks like this purported back shell – all signs point to Apple lining up its suppliers ahead of manufacturing, usually a tell-tale sign that the official announcement is around the corner. And if the iPad mini 2 is in fact looming, we’re probably looking at a summer launch at WWDC… Read More


iTV could use LG Display’s OLED panels

By Christian Zibreg on Feb 18, 2013

LG Display, a major Apple supplier that makes high-resolution screens for the iPad mini, fourth-generation iPad, 13-inch MacBook Pro with Retina display and redesigned iMacs, plans to allocate more than 706 billion won, or approximately $656.7 million, toward building organic light emitting diode (OLED) screens for high-definition television sets by the end of June 2014, according to The Wall Street Journal. The investment will allow LG Display to make some 26,000 sheets per month for customers seeking 55-inch or larger television screens.

It was recently revealed that Apple hired LG Display’s OLED expert Dr. Jueng Jil Lee. Another clue: Apple already holds several patents involving flexible OLEDs, OLED based BLUs for LCDs, OLED control schemes and others… Read More


Apple hires OLED expert from LG Display

By Cody Lee on Feb 8, 2013

Amidst growing rumors of Apple working on a larger-screened iPhone and a full-sized TV set, comes news today that the Cupertino company has hired a high-profile executive to join its prestigious Display group.

His name is Dr. Jeung Jil Lee, and he’s a former senior OLED (organic light-emitting diode) expert from LG Display. The hiring reignites speculation that Apple is considering using the display tech in its products… Read More


iPad mini is on fire: Apple moving 12M units in Q1

By Ed Sutherland on Jan 30, 2013

Days after reports suggesting shorter delays for Apple’s iPad mini comes rumors the company could ship about 11 million of the 7.9-inch tablets during the first quarter of 2013. The potential reason: an improved supply chain from China’s factories producing the device.

At last week’s earnings call, Apple CEO Tim Cook said iPad mini shipments were constrained during the all-important holiday period. While in December there was a week delay shipping the tablet, the shipping wait had fallen to 3-5 days by mid-January. The shortened shipping time was likely the precursor of today’s rumor about first quarter demand… 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

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