Taipei, Friday, July 25, 2014 20:40 (GMT+8)
thunderstorm
Taipei
27°C
Digitimes Research: Samsung to remain in Apple supply chain
Tony Huang, DIGITIMES Research, Taipei [Tuesday 27 August 2013]

Samsung Display is expected to remain as a major panel supplier for Apple products throughout 2013 into 2014 despite previous industry rumors stating that Apple was looking to shift most of its orders away from Samsung, according to Digitimes Research.

The rumors were based off industry buzz in the supply chain stating that due to tensions between Apple and Samsung over technology disputes, Apple was looking to allocate more orders to LG Display as well as to Taiwan-based panel maker AU Optronics (AUO).

However, due to struggles AUO has reportedly faced in producing Retina display technology that will reportedly be used in the next-generation iPad mini, Apple has since rethought its position towards Samsung and will still be dependent on the company to provide the panel technology while decreasing the amount of orders it originally expected to give AUO.

Digitimes Research believes that Samsung will be responsible for producing panels used in Apple's next-generation iPad mini, but that LG will still be the main supplier. Sharp is also expected to land orders for the iPad mini but less than Samsung.

Additionally, LG will still produce more than half of panels used in iMac products but Samsung is expected to be the runner up, said Digitimes Research.

Digitimes Research also said LG will be the main supplier for 9.7-inch iPad panels and that panels used in the next-generation iPhone will come from LG as well as JDI.

Other rumors are currently circulating in the market that LG and JDI have plans to further expand their production capacity for Apple products in 2014 but have yet to state whether the capacity would be enough to draw Samsung out of the Apple supply chain picture.

This article is an excerpt from a Chinese Digitimes Research report. Click here if you are interested in receiving more information about the content and price of a translated version of the full report.

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

The transition to 4k TV - UHD TV market forecast, 2014-2017

RESEARCH EXTRAS | Jun 26, 13:59

Ultra HD TV vendors are facing challenges due to an overall slowdown in the TV industry and are concerned whether relative supply chains can provide compatible Ultra HD content and services. However, trends show that content makers as well as panel and chip makers...

Taiwan notebooks – 2Q 2014

TAIWAN ICT | Jul 23, 12:53

Taiwan's notebook makers saw an unexpected sequential rise in shipments in the second quarter after the end of Microsoft's support for Windows XP generated a wave of replacement demand. Compared to the same period of last year, their shipments still dropped....

China smartphone market and industry – 1Q 2014

CHINA SMARTPHONE | May 15, 15:08

This report is divided into two sections; the first covers the China smartphone market, including shipments from international players and China-based players. The second section covers the China smartphone industry and covers shipments from local makers in the...

Taiwan LCD monitors – 1Q 2014

TAIWAN FPD | May 13, 15:41

Monitor shipments from Taiwan makers declined in the first quarter of 2014 mainly due to seasonality. And both upstream LCD panel suppliers and downstream system vendors remain conservative about the monitor market in the second quarter.

Analysis of China revised domestic semiconductor industry goals
DIGITIMES Marketing Services
2014 global notebook demand forecast