By Christian Zibreg on May 14, 2015
One Apple supplier’s misery is another Apple supplier’s fortune. Two of Apple’s key display suppliers — Sharp and LG Display — are not enjoying quite the same positive effects from working with the Cupertino firm. At one end of the spectrum is LG Display, an exclusive supplier of flexible OLED panels for the Apple Watch.
The company now dominates the smartwatch display market with a ninety percent market share thanks to its lucrative contract with Apple, as per Business Korea.
On the other is Japan-based Sharp, one of Apple’s display suppliers that has barely managed to avoid collapse after posting an annual net loss of a whopping $1.9 billion, according to The Financial Times on Thursday. Read More
By Christian Zibreg on Apr 6, 2015
Boy, is LG Display on a roll today. Not only has the company’s website inadvertently pre-announced a supposedly upcoming iMac refresh featuring an 8K resolution Retina screen, but a well-informed LG Display related official ostensibly said Apple is also “creating iPads with a 12-inch display,” based on a very power-efficient oxide LCD screen technology, Taiwanese publication ETNews reported Monday.
Oxide LCD, also known as IGZO, requires a fraction of power compared to LCD IPS screens on current iPads, while rendering more vibrant colors and deeper blacks with quick response times and high color saturation. Read More
By Christian Zibreg on Apr 6, 2015
In a somewhat bizarre move, Apple supplier LG Display may have inadvertently leaked Apple’s unannounced iMac whopping an 8K Retina screen, writing on its website last week that, I’m quoting, “Apple has also announced that they will release the ‘iMac 8K’ with a super-high resolution display later this year”.
Apple, of course, has not publicly announced plans for a new iMac update. LG Display is Apple’s important supplier of desktop and mobile screens and the Cupertino company is known to have cut off suppliers who pre-announced its products. Neither LG nor Apple commented on the matter at post time. Read More
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
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
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
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
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
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
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
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
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
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 report… Read More
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
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
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
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
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
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
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