Taipei, Friday, May 29, 2015 04:29 (GMT+8)
mostly cloudy
Taipei
29°C
Rumors about OLED iPad resurface
Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Tuesday 13 July 2010]

Apple reportedly plans to launch its second-generation iPad, using 5.6-inch and 7-inch OLED panels, as soon as in the fourth quarter of 2010 with Compal Electronics having a chance to receive the orders, according to sources from component makers.

The sources noted that Apple has recently placed new iPad orders to Taiwan-based component makers for the fourth quarter of 2010 and the first quarter of 2011 with 9.7-inch, 5.6-inch and 7-inch models all included.

The 9.7-inch model will see some minor changes, while Apple will add Chimei Innolux (CMI) as one of its panel suppliers.

The new 5.6- and 7-inch iPads will mainly target the e-book reader market, separating them from the 9.7-inch model, which mainly targets multimedia entertainment, the sources stated.

Although market watchers originally expected Pegatron Technology to land iPad orders from Apple, the sources indicated that the orders have actually been grabbed by Compal. However, Compal declined to comment on specific clients

The sources also stated that since Samsung Electronics and LG Display have recently been throwing heavy resources into the development of OLED panels, costs are dropping gradually and with Apple's brand image and high average selling price (ASP), Apple should have no problem adopting OLED panels, which have higher price than standard panels, into its devices.

Commenting on the rumors, Digitimes Research senior analyst Mingchi Kuo pointed out that the largest OLED maker, Samsung Electronics', current OLED capacity is not even enough to supply the company's own handset products; therefore, the capacity is unlikely to be enough to supply Apple's new devices for the fourth quarter of 2010. Tight OLED capacity may ease in the second half of 2011, Kuo added.

Kuo also noted that Compal is unlikely to strive for orders from Apple, since manufacturing gross margins on Apple's products are at electronic manufacturing service (EMS) levels, which is a lot lower than notebook OEMs can accept.

Realtime news
  • Panasonic to add BLU production lines at plants in Mexico and Brazil

    Displays | 7h 18min ago

  • Emerging markets drive worldwide smartphone sales to 19% growth in 1Q15, says Gartner

    Mobile + telecom | 7h 24min ago

  • NXP to sell RF power amplifier unit to JAC Capital for US$1.8 billion

    Bits + chips | 7h 27min ago

  • Digitimes Research: Global smartphone shipments in 2015 to reach 1.368 billion units

    Mobile + telecom | 7h 30min ago

  • Semi-equipment component maker Calitech debuts on Taiwan ESB

    Bits + chips | 7h 32min ago

  • Global TV panel shipments to reach record of 265 million in 2015, says IHS

    Before Going to Press | 6h 23min ago

  • Flat panel display equipment spending forecast to reach US$9 billion in 2015, says IHS

    Before Going to Press | 6h 23min ago

  • China market: Foxconn launches rental electric car service in major cities

    Before Going to Press | 7h 28min ago

  • Kortide to launch Elastos OS-based home-use gateways in China and Taiwan

    Before Going to Press | 7h 43min ago

  • IC demand for PCs remains slow

    Before Going to Press | 7h 44min ago

  • Advantech developing IoT base in northern Taiwan

    Before Going to Press | 7h 44min ago

  • Lextar Electronics expects capacity utilization to rise to 80-90% in 3Q15

    Before Going to Press | 7h 45min ago

  • Taiwan motherboard makers less active in Computex 2015 due to delayed Skaylake

    Before Going to Press | 7h 47min ago

  • Cree representative enters Lextar board of directors

    Before Going to Press | 7h 48min ago

  • China LCD TV vendors plan to procure 27-28 million Taiwan-produced panels in 2015, says CVIA executive

    Before Going to Press | 7h 50min ago

Pause
 | 
View more
Taiwan server shipment forecast and industry analysis, 2015
Trends and forecasts for the China FPD industry, 2014-2017
Demand and supply trends in the global sapphire industry, 2014-2015
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.