Tag - AU Optronics
Samsung is set to become a display supplier for the iPad mini in the second half of 2014, says Korea's ETnews. Apple currently relies on three companies: LG and Sharp for Retina displays, and AU Optronics for non-Retina panels. AU Optronics is expected to be dropped from the supply chain entirely, while Sharp will allegedly see its orders cut back, the lost share being handed over to Samsung.
Despite legal battles between the two companies, Samsung is actually gaining ground as a display supplier for Apple, says NPD DisplaySearch. Samsung shipped more 9.7-inch iPad panels in April and June than Apple's other major display partner, LG Display. NPD notes moreover that Apple been increasing its orders since January; whereas it picked up 2.3 million panels from Samsung in the first quarter, shipments rose to over 4.1 million in Q2.
As a result of the latter's production problems, Apple won't be taking on AU Optronics as an LCD supplier for the second-generation iPad mini, says ETNews. LCDs for the first-gen Mini are provided by AUO, Sharp, and LG Display. Apple has reportedly forged a deal with LG for the next Mini, and is thought likely to take on Sharp again, since it can provide low-power oxide semiconductor panels.
The next-generation iPad mini will get a display with 324 pixels per inch, says Chinese site My Drivers. The information stems from sources at Taiwanese Apple suppliers, who say that AU Optronics is piloting production of the new tablet. The hardware is expected to use a 2048x1536 display resolution, the same as the fourth-generation 9.7-inch iPad, despite having to compress that detail onto a 7.9-inch screen.
Shipments of the iMac and iPad mini may be limited until sometime in the first quarter of 2013, claim industry sources for Digitimes. Display panels for the iPad mini are reportedly produced by AU Optronics and LG Display, and AU is said to be getting a yield rate of just 22 percent, compared with the 40 percent it was originally aiming for. Complicating matters further is a supply shortage on the part of backlight module makers. The sources assert that Apple wanted to ship 10 million iPad minis during Q4 2012, but might only be able to hit 6 million.
A Ukrainian website says it has obtained parts for Apple's upcoming 8-inch iPad, often known as the iPad mini. The parts are said to have come from a source who visited a factory in Asia. Some notable aspects include plastic spacers to allow 3G/4G signals, a bottom-mounted headphone jack, and a nano-SIM tray which allegedly broke off in disassembling the hardware.
Several LCD manufacturers are paying out a total of $1.12 billion to settle a class action lawsuit over price fixing, the Wall Street Journal reports. LG will lose the most in the arrangement, paying out $380 million. AU Optronics is on hook for $170 million, while Toshiba is due for $21 million. Several other companies settled earlier in the year, including Samsung, which gave up $240 million.
Taiwanese display giant AU Optronics is set to ship its first AMOLED mobile display panels to Sony and HTC in June, according to Digitimes. Currently, Samsung display division dominates the manufacture of AMOLED panels. However, AU Optronics yield rates are only at 20 percent on average at this early stage in its implementation of the technology, meaning that it will still be some time before it poses a serious competitive threat to Samsung.
Two companies, LG and AU Optronics, have been certified to supply LCD panels for Apple's rumored 7/7.85-inch iPad, says the Taiwanese publication Liberty Times. The firms are claimed to be aiming toward a product launch sometime in the second half of 2012, and an initial run of 6 million iPads. Liberty adds that TPK is expected to produce 4 million backlight modules, while Chimei Innolux will build 2 million; Nissha Printing will allegedly produce the touch film sensor.
Sony might jump to its one-time partner Samsung to leap into OLED TVs. Purported insiders claimed Tuesday to Digitimes that Sony, having unsuccessfully tried a partnership with AU Optronics on large-size OLEDs, was going with Samsung-made OLED panels for some Bravia TVs due in 2013. AUO wouldn't have large-enough organic displays until late 2012, or too late for Sony to use them, according to the tip.