With Apple’s battle with Samsung catching fire, a report published by Digitimes is claiming that Apple is redirecting its iPad display panel orders from Samsung to LG and Sharp. Apple appears to have made the decision in the light of ongoing patents infringement case with Samsung in an effort to reduce its dependance on the Korean tech giant. The report further claims that that iPad panel shipments will fluctuate during the quarter ending in September, but edge slightly higher than the previous June quarter, raising deliveries from 19 million to 19.5 million panels.
Quoting the source:
A total of 19.5 million panels for the iPad 2 and new iPad will be shipped in third-quarter 2012, according to Taiwan-based supply chain makers.
As Apple is revising the new iPad and plans to launch a new version of iPad, the vendor is expected to adjust inventory level of iPad panels, with shipments decreasing in July and August and then increasing in September, the sources said.
iPad panels are produced using a-Si TFT and oxide TFT technologies currently, and Apple will increase use of oxide TFT panels shipped by Sharp for the new iPad, the sources indicated. In addition, Apply is decreasing the proportion of total shipments of iPad panels from Samsung Electronics and increasing those from Sharp and LG Display, the sources noted.
Apple sold a record setting 17 million iPads in the third quarter of 2012.
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