Tag - Japan Display
Japan Display, a company created by three Japanese tech firms in 2012, has agreed to a deal with Apple to help build a $1.4 billion new display manufacturing facility that should increase its overall LCD capacity by 20 percent. The company already supplies Apple with some 50,000 raw-material Retina display panels per month at present, and the investment by Apple in the new facility could guarantee a steady supply in the future.
Manufacturer Japan Display is reportedly in advanced discussions with Apple to bring more of its screens to Apple devices, beyond the 50,000 raw-material panels it supplies now. As part of the deal, the Japanese company is asking Apple to bear most of the $1.7 billion it would take to build a new plant, with a requirement of screen production in 2016. The iPhone maker may be a little gunshy on the deal, given how badly its financing arrangement for the GT Advanced sapphire-producing plant turned out.
Supply firms are ramping up production for the second-generation iPad Air, sources say. The people indicate that touch panel makers like TPK and GIS are receiving Apple orders for full-lamination units. Sharp, Japan Display, and LG Display -- typically believed to be the tablet's main LCD suppliers -- are also reportedly receiving an uptick in orders, but for the iPhone.
Apple has picked LG Display as its primary supplier of display panels for the iPhone 6, according to supply chain sources cited by Chinese site Feng.com. The firm is said to have beat out Samsung, Sharp, and Japan Display for the bulk of orders. Otherwise, however, it's not specified what the balance will be. The implication is also that Sharp is indeed in the supply chain, despite a May report claiming it had been dropped in favor of Innolux due to quality control problems.
For the upcoming 4.7-inch iPhone, Apple has picked a Taiwanese LCD supplier -- Innolux -- over Sharp or Samsung, according to a Taiwanese newspaper, UDN. Innolux is claimed to be Apple's third display provider for the phone after LG Display and Japan Display. Sharp is believed to have been ruled out because of quality problems during test production, while Samsung may have been dismissed simply because of Apple's desire to distance itself from its main rival.
Apple's suppliers should start mass production of next-generation iPhone displays in May, in preparation for a launch expected this fall, according to supply chain sources in contact with Reuters. In keeping with earlier rumors, the suppliers are said to include Sharp, LG Display, and Japan Display. The sources claim that 4.7-inch displays should enter production first, while 5.5-inch screens could be delayed. Reuters describes both sizes as belonging to the iPhone 6, but it's unclear if Apple itself will use the same distinction.
Japan Display, the company currently responsible for manufacturing some of the screens for Apple's iPhone 5c and 5s, are readying an IPO offering to raise $4 billion in capital to expand production capacity and aid in development of future technologies. The company, formed of the display units from Hitachi, Sony and Toshiba and Japanese government backing, currently holds a 17 percent share of small and medium-sized displays in the world market.
Screen manufacturer Japan Display has started mass production on a new panel for smartphones. The new WhiteMagic display is a five-inch TFT LCD module with a resolution of 1080x1920, giving it a pixel density of 446ppi, which uses the same display technology as earlier, lower resolution models for a bright image with low power requirements.
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.
Apple is considering a range of possible options for expanding its iPhone lineup in 2014, say four sources for Reuters, some of which are said to be with Asian suppliers. The people claim that Apple is considering two bigger iPhone sizes, including 4.7- and 5.7-inch dimensions. Suppliers have reportedly been approached with plans for the bigger screens, but whether or not they'll make it into shipping products is uncertain. "They constantly change product specifications almost to the final moment, so you're not really sure whether this is the final prototype," one source says.