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
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
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
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
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
By Cody Lee on Nov 2, 2012
With the newly-unveiled fourth generation iPad now on sale in some parts of the globe, the inevitable teardowns have begun. As usual, iFixit was first on scene, and has posted a detailed breakdown of the tablet’s innards.
As you might expect, there aren’t many internal differences between the new iPad and the one Apple launched 6 months ago. But it does have a new processor, and a few other changes, so it’s certainly worth taking a look at… Read More
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
By Ed Sutherland on Sep 25, 2012
The answer to the question ‘where’s my iPhone 5?’ may have an answer. The smartphone’s advanced display technology is so complex that one supplier was slowed by defective screens, one Wall Street analyst said Tuesday.
To produce the iPhone 5′s display using in-cell technology, Apple relied on two suppliers: LG Display and Sharp, Barclays told Bloomberg. The in-cell display allowed Apple to combine the touchscreen layer with the display layer, giving consumers a slimmer handset profile and improve color quality. However, due to problems controlling defects, Sharp only began shipping screens for the iPhone 5 after the device went on sale. Read More
By Christian Zibreg on Sep 20, 2012
More cracks are beginning to show in the Apple-Samsung partnership as the South Korean conglomerate’s component arm lost a significant amount of orders to rival LG Display. Coincidentally or not, the news arrives in the aftermath of the $1 billion ruling in the Apple v. Samsung trial. Samsung used to be the prime supplier of high-resolution Retina panels for Apple’s third-generation iPad, but no longer.
Seeking ways to reduce its dependency on Samsung, Apple reportedly shifted panel orders to LG Display. It’s not just a minor re-shuffling: Samsung last month saw iPad panel orders reduced to just 28 percent of its July output. We’ve seen what order stoppage rumors can do to market cap. I’d watch Samsung’s share price closely these days… Read More