toggle

AAPL Stock: 109.27 ( -1.1 )

Printed from http://www.macnn.com

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

POST TOOLS:

TAGS :

toggle

Comments

Login Here

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

toggle

Network Headlines

Follow us on Facebook

toggle

Most Popular

Advertisement

Recent Reviews

Blue Yeti Studio

Despite being very familiar with Blue Microphones' lower-end products -- we've long recommended the company's Snowball line of mics ...

ZTE Spro 2 Smart Projector

Home theaters are becoming more and more accessible these days, but maybe you've been a bit wary about buying a home projector. And h ...

MSI Geforce GTX 970 100ME

When Nvidia announced a new line of video cards in September 2014, many people thought things would continue to be business as usual i ...

toggle

Most Commented