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Apple orders 1.2M LCDs for new iBooks

updated 11:15 am EDT, Fri April 14, 2006

Apple orders 1.2M LCDs

Apple has ordered 1.2 million LCDs from Asustek for use in its forthcoming Intel-based iBooks, which the Cupertino-based company is expected to launch some time in the second quarter of this year. The new iBooks will replace the older 12- and 14-inch iBook G4 models, and will feature 13.3-inch wide-screen LCDs. The new displays are priced higher than previous liquid crystal displays used in iBooks, and Apple will reportedly acquire nearly $154 million worth of LCDs from producers such as AU Optronics and LG Philips to facilitate manufacturing the new notebooks, according to EMSNow. Apple has been contacting Samsung, AU Optronics, LPL, and Chi Mei to supply the specialized LCDs since the beginning of the year, and AU Optronics has said it would ship between 40,000-50,000 13.3-inch LCDs to Apple per month. [corrected]




by MacNN Staff

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  1. ibugv4

    Joined: Dec 1969

    0

    please be a tablet

    Apple needs a tabletpc...

  1. csimon2

    Joined: Dec 1969

    0

    Ahh...

    to the days when macnn wasn't a rumor site. Why they feel the need to try and report rumors (and that is exactly what this is until Apple officially announces a press release saying that they have ordered new books, which to my knowledge they haven't) is beyond me. I really wish they would just put their rumors on a different page, sort of what macrumors does with the insane rumors.

  1. Ganesha

    Joined: Dec 1969

    0

    I thought...

    They were going with MacBook Amateur?

  1. howdesign

    Joined: Dec 1969

    0

    Rumor?

    I'm not sure I agree that this is just a typical rumor. If the orders for specific materials can be considered factual, then there has to be some truth to this. Apple has stated it is going to be updating the rest of the line by year's end. So is stating there is going to be a new desktop Intel Mac later this year just a rumor? If I had real numbers from a cabinet manufacturer about orders for a new Mac tower design, I think most people would believe it.

  1. wings_rfs

    Joined: Dec 1969

    0

    Doesn't Add Up

    "Apple will reportedly acquire $5 billion worth of LCDs from producers such as AU Optronics and LG Philips to facilitate manufacturing the new notebooks"

    $5,000,000,000 / 1,200,000 iBooks = $4167 per LCD screen.

    Even if you take an educated guess at Apple's cost of an LCD at around $200, even that comes out to an unreasonable number of screens (25 million).

    So what's wrong with the figures they state?

  1. mowogg

    Joined: Dec 1969

    0

    Numbers add up

    "Apple will reportedly acquire $5 billion worth of LCDs from producers such as AU Optronics and LG Philips to facilitate manufacturing the new notebooks"

    $5,000,000,000 / 1,200,000 iBooks = $4167 per LCD screen.

    Even if you take an educated guess at Apple's cost of an LCD at around $200, even that comes out to an unreasonable number of screens (25 million).

    So what's wrong with the figures they state?


    I think it's likely that the $5M qoute covers more than an initial 1.2M order. There's pent-up demand for a consumer mactel notebook, so I'd bet that Apple will sell more than 1.2M in the next year. Especially if the EDU market puts in big orders, but they are more likely not to.

  1. Dakota Kid

    Joined: Dec 1969

    0

    please be a tablet. . .

    "Apple needs a tabletpc..."

    Mac + Tablet. That sounds really sounds like a niche market. Maybe 5% of Mac users at most, already a small group, would be interested?

    I just can't see Apple doing it, but then I am not much attracted to tablets in the first place, so maybe that's just me.

  1. owenink

    Joined: Dec 1969

    0

    Numbers add up

    If you read the linked original article, you find:

    "To facilitate manufacturing the new NB models, Apple will procure NT$5 billion (US$153.84 million at US$1:NT$32.5) worth of panels from panel producers such as AU Optronics Corp., Chi Mei Optoelectronics Corp., and LG Philips LCD Corp. (LPL). The quoted price for 13.3-inch LCD panels is set at between US$130 and US$140 each."

  1. gskinner

    Joined: Dec 1969

    0

    Read the article...

    NT$5 billion (US$153.84 million at US$1:NT$32.5)

    The panels are US$143 each, so ~1.07 million screens.

  1. koolkid1976

    Joined: Dec 1969

    0

    re: tablet pc

    "Apple needs a tabletpc..."

    Why? Because you and 200 other people in the country need one?

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