AAPL Stock: 118.93 ( + 1.12 )

Printed from

Drop in Wintek sales may hint at next-gen iPhone design

updated 03:47 pm EDT, Tue July 3, 2012

Device expected to use thinner display

A sharp fall in Wintek's June sales could signal that the company has lost out on orders for next-generation Apple products, specifically a new iPhone, says Topeka Capital Markets' Brian White. The analyst notes that on average, Wintek's June sales have grown 1 percent month-over-month. This year, though, they plummeted 33.6 percent, making for the company's worst month-to-month crash since late 2008.

Although the figure could theoretically mean a drop in Apple device sales, White contends that Wintek may be getting brushed aside for parts from other companies, specifically in-cell touch panels. Current iOS devices use glass-on-glass touchscreens produced by Wintek and TPK; Apple is rumored to be switching to in-cell panels made by Sharp and and Toshiba, though, which should allow for thinner, unified display assemblies. Wintek doesn't offer any in-cell options.

If Apple is switching technologies, the results will probably be seen this fall, when a new iPhone is widely expected to debut.

White estimates that at least until recently, Wintek pulled in over 50 percent of its sales from Apple. The latter is a dominant customer amongst Asian suppliers, and its orders are known to regularly sway the fortunes of the industry.

by MacNN Staff



Login Here

Not a member of the MacNN forums? Register now for free.


Network Headlines

Follow us on Facebook


Most Popular


Recent Reviews

Ultimate Ears Megaboom Bluetooth Speaker

Ultimate Ears (now owned by Logitech) has found great success in the marketplace with its "Boom" series of Bluetooth speakers, a mod ...

Kinivo URBN Premium Bluetooth Headphones

We love music, and we're willing to bet that you do, too. If you're like us, you probably spend a good portion of your time wearing ...

Jamstik+ MIDI Controller

For a long time the MIDI world has been dominated by keyboard-inspired controllers. Times are changing however, and we are slowly star ...


Most Commented