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

 

Samsung’s cash pile triples, but still no match for Apple’s $145B hoard

By Ed Sutherland on May 9, 2013

Much is being made of Samsung’s hoard of cash, estimated at $28.5 billion once the South Korean conglomerate’s debt is taken into consideration. At any rate, the Galaxy maker has watched its net cash almost triple in the past year, thanks to double-digit profits fueled by the rising sales of its mobile division which makes smartphones and tablets.

In just three years, mobile phones have grown to be 74 percent of Samsung’s profits, overshadowing sales of LCD TVs and memory chips. On other words, three out of every four dollars Samsung earns come from mobile devices.

However, Apple remains the industry’s most-profitable player, retaining a $145 billion cash pile while offering anxious investors a $100 billion stock buyback. Is Samsung destined to follow Apple’s footsteps, or repeat the errors of other Asian giants, such as Panasonic, drowning in debt? Read More

 

Sharp expected to begin iPhone 5S display production in June

By Cody Lee on May 8, 2013

Earlier this year, it was believed that the iPhone 5S would go into production in March ahead of an early summer release. But after rumors of manufacturing issues began to circulate, the handset’s expected arrival time was pushed back to the fall.

And a new report out of the east this morning corroborates that theory. A Japanese newspaper is reporting that Sharp, one of Apple’s primary panel partners, is gearing up to begin mass production of LCD displays for the iPhone 5S next month… Read More

 

Foxconn boss cancels talks with Sharp over Samsung investment

By Christian Zibreg on Mar 19, 2013

Earlier this month we told you that Apple’s frenemy Samsung confirmed a plan to pour a cool $112 million into buying a three percent stake in Sharp. Making matters complicated, Sharp, an Apple supplier, has been trying to negotiate another investment from Apple’s favorite manufacturer Hon Hai Precision Industry, known in the Western world as Foxconn. Last year, as you know, Foxconn was trying to acquire an eleven percent stake in Sharp.

There have been indications that Foxconn wanted to re-negotiate after Sharp’s share price tumbled, but most recent reports assert the deal has all but fallen apart. We’re now hearing that Foxconn CEO Terry Gou has cancelled talks with Sharp after learning that his potential partner has gone to bed with Samsung, even more so now that Sharp is expected to supply more LCD panels to Samsung than to Apple… Read More

 

Samsung buys 3% of Apple screen supplier Sharp

By Christian Zibreg on Mar 6, 2013

Apple is Samsung’s largest buyer of components, accounting for 8.8 percent of Samsung’s revenue. The two firms are also bitter enemies when it comes to litigation as they remain entangled in a complicated web of more than 20 lawsuits spanning continents.

As if that weren’t bad enough, now comes the definite confirmation that the Galaxy maker pledged to spend $112 million to buy a three percent stake in Sharp, which has been struggling to stay afloat amid losses and low manufacturing yields.

The investment, a strategic move on the part of the South Korean conglomerate, is meant to give Samsung a steady supply of LCD panels from diversified sources. Apple, too, was rumored to have spent to the tune of $2 billion to prevent Sharp from going under.

Additionally, the iPhone maker is thought to have tried to save the Japanese giant through its preferred contract manufacturer Foxconn, which last year wanted to buy eleven percent of Sharp. The deadline for that transaction closes later this month, but the deal may have already hit the wall after Sharp’s share price tumbled… Read More

 

Sharp and Foxconn deal has all but fallen apart

By Cody Lee on Feb 25, 2013

For a year now, we’ve been hearing that Foxconn was going to buy a large stake in Sharp Corp. Speculation of the deal has run rampant, going so far as to implicate that the partnership was part of Apple’s plans to build a TV.

But over the last several months, Sharp’s business has started to falter, causing Foxconn to rethink things. Since then, the companies haven’t been able to come to an agreement. And according to a new report, they won’t… Read More

 

Apple again seen cutting iPhone 5 panel orders

By Cody Lee on Jan 21, 2013

Last week, a couple of reports surfaced claiming that Apple has been trimming component orders for its iPhone 5. While the exact reasons for the cutbacks are still unknown, many market-watchers are citing weaker-than-expected demand as the main factor.

But no matter what the reasoning is, it seems the cuts are happening. Another report popped up this weekend claiming that the Cupertino company has contacted Sharp Corp. and asked them to cut their iPhone 5 LCD panel orders in half for next quarter… Read More

 

Sharp said to be cutting production of 9.7-inch iPad screens

By Cody Lee on Jan 18, 2013

Reuters has issued a report this morning claiming that Sharp is cutting down production on iPad screens. The outlet cites two industry sources, who say the corp. has nearly halted manufacturing of 9.7-inch screens for the tablet at its Kameyama plant in Japan.

It’s not clear how much of the slowdown is due to seasonal changes in demand, or cannibalization, thanks to a rising consumer interest in Apple’s iPad mini. But regardless, this is still the second report of the Cupertino company cutting part orders this week… Read More

 

CES 2013: Sharp talks IGZO display tech

By Christian Zibreg on Jan 8, 2013

Sharp, one of Japan’s three struggling consumer electronics giants (the other two are Sony and Panasonic), showed off its IGZO panels at the Consumer Electronics Show in Las Vegas. Last we heard, Apple was hoping to use IGZO tech in upcoming products. It’s interesting Sharp’s demonstration included Corning, the maker of the iPhone’s cover glass that in its third-generation boasts 40 percent higher scratch resistances and 50 percent better overall strength. Sharp’s IGZO technology requires only a fraction of energy compared to traditional LCD screens and provides richer, livelier colors, deeper blacks and overall sharper images while maintaining the thinness of in-cell display tech featured on the iPhone 5… Read More

 

Apple looking to use IGZO displays in next-gen iOS devices

By Cody Lee on Dec 27, 2012

Apple is reportedly in talks with Sharp to use the company’s IGZO (Indium gallium zinc oxide) technology in its next-generation iPhones and iPads. The backplane tech, which has been a hot topic over the past several months, allows for thinner, high resolution displays that require substantially less power… Read More

 

Garage sale: ailing Panasonic, Sharp, Sony sell off $3B worth of property

By Christian Zibreg on Dec 10, 2012

You can put Panasonic, Sony and Sharp on your list of once mighty Japanese consumer electronics giant that are now forced to sell off billion dollars’ worth of property in an embarrassing move deemed absolutely unavoidable if these dinosaurs want to survive winter. Panasonic, the maker of the Viera brand of TVs, was previously reported as wanting to exit the television business to focus on churning out displays for portable electronics, especially Apple’s iPad.

These days, the company is working to raise $1.34 billion from offloading property and shares in other Japanese companies by end of March 2013, Reuters reported Monday. We’re talking land holdings, plants and even a 24-storey staff dorm in central Tokyo which has more than 47,300 square meters and houses about two thousand workers. Sony and Sharp, once the biggest names in electronics, are planning to follow suit… Read More

 

Qualcomm comes to the rescue, invests $120M in Sharp to help advance IGZO panels

By Christian Zibreg on Dec 4, 2012

More good news for people keeping their fingers crossed for Sharp’s IGZO panels appearing on iOS devices: Tuesday morning, The Wall Street Journal reported that chip maker Qualcomm has agreed to invest as much as ¥9.9 billion, or approximately $120.4 million, in “what is expected to be the first in a series of capital injections to shore up” Sharp’s battered finances and advance its IGZO tech.

That’s good news as Foxconn’s and Apple’s multi-billion dollar deals with Sharp appear to be going nowhere. Sharp’s stock was downgraded to junk and the ailing Japanese consumer electronics maker is now trying to obtain investments from anyone, be it Apple, Intel, Foxconn or Qualcomm.

The launch of Sharp’s awesome, albeit pricey, 32-inch 4K IGZO pro monitor and the introduction of its own tablet, the Aquos Pad SHT 21, which has a seven-inch IGZO display, both indicate yields are improving and so the likelihood of Apple re-considering IGZO panels in future iOS devices is now growing with each passing day… Read More

 

Sharp launches a 32-inch Retina monitor that cries for an Apple HD TV

By Christian Zibreg on Nov 28, 2012

Sharp, the struggling Japanese consumer electronics maker, is finally taking its low-power IGZO (indium gallium zinc oxide) panels off the ground, announcing Wednesday a 32-inch monitor built around this proprietary display tech. And with 4K resolution of 3,840-by-2,160 pixels, it’s a marvel of cutting-edge display engineering.

That’s four times the pixels of the current full HD standard which maxes out at 1,920-by-1,080 pixels. In addition to low power consumption, the new monitor achieves the industry’s thinnest profile by adopting a specially designed edge LED backlight that’s only 35mm deep… Read More

 

Did Apple bail out Sharp to the tune of $2 billion?

By Ed Sutherland on Nov 7, 2012

A detective story of sorts is unfolding in Silicon Valley. Did Apple spend $2 billion to prevent Japan’s Sharp going under and putting the iPhone 5 in jeopardy? That’s the belief of one analyst who did what all good investigators do: follow the money. Sharp was in financial trouble. It lost $1.3 billion in early 2012, was facing another $2.3 billion due in 2013 and lost a potential lifeline from Foxconn.

In late August came word that Sharp’s production of touchscreens for the then unreleased iPhone 5 had slowed. A delay could crimp the Cupertino, California company’s ability to meet the expected high demand for its new product. But just weeks after that dire warning, news broke in September that Sharp was producing “mass quantities” of the displays. What caused the sudden turn-around? Apple, some say… Read More

 

Apple rumored to be investing in Sharp

By Cody Lee on Nov 5, 2012

Sharp, who makes TVs, displays and other electronics, is in serious trouble right now. The company is bleeding money, its stock price is plummeting and it says that it’s not sure that it can continue to operate.

In fact, the dyer situation has Foxconn worried enough that it’s thinking about pulling out of its deal to buy an 11% stake in the company. But according to a new report, Apple may be looking to help out… Read More

 

Conveniently, Sharp says IGZO devices set to surge

By Christian Zibreg on Oct 23, 2012

On the eve of Apple’s iPad mini event, the Japanese giant Sharp has announced it expects shipments of devices incorporating its cutting-edge low-power IGZO (Indium gallium zinc oxide) display technology to surge. IGZO incorporates a thin-film transistor that allows for thinner devices while reducing power consumption and increasing image quality. NPD DisplaySearch claimed last month Apple would refresh display tech on the iPad 3 and another story back in July asserted that a 7.85-inch mini iPad would use  an IGZO display made by Sharp… Read More

 

Sharp: we removed bottleneck in supplies of iPhone 5 displays

By Christian Zibreg on Sep 28, 2012

The struggling Japanese electronics giant Sharp confirmed Friday that it is making “adequate volumes” of displays used for Apple’s iPhone 5, Reuters reports. Sharp’s statement arrives just as Apple has rolled out the device to 22 more countries this morning. The ongoing supply constraints continue to affect availability of the iPhone 5, which still shows 2-3 week shipping times on Apple’s international online stores. Furthermore, some international carriers stopped taking iPhone 5 pre-orders due to low supplies… Read More

 

Report: Apple’s in-cell displays causing iPhone 5 delays

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

 

Sharp, others steal iPhone 5 display biz from Samsung

By Christian Zibreg on Sep 13, 2012

There has been much speculation concerning who will be supplying screens for Apple’s just announced iPhone 5. The mystery is solved, if you believe a new Wall Street Journal report that named LG Display, Japan Display and Sharp as suppliers of four-inch in-cell display panels for the device. Surprisingly, the newspaper made no mention of Samsung, which supplies Retina display for the third-generation iPad and previous iOS devices… Read More

 

Sharp reportedly to agree to sell shares to Foxconn at a lower price

By Christian Zibreg on Sep 3, 2012

Following reports of contention between Apple’s favorite contract manufacturer Foxconn and the struggling Japanese electronics giant Sharp over the stake-sale price, The Wall Street Journal reports this morning that Sharp may agree to a lower price after all.

A new round of talks is reportedly focused not only on the sale price, but also on broadening the two companies’ business alliance, which includes the future of Sharp’s television assembly plants in Mexico and China rumored to be part of the Foxconn deal… Read More

 
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