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  • dtejd1997 dtejd1997 Feb 19, 2013 1:51 PM Flag

    Apple lining up suppliers for next iPad

    Hey all:

    Appleinsider has a rumor this AM that Apple is lining up suppliers for the next MacBook Air and iPad.

    The report claimed that Apple has begun lining up suppliers for its next iPad, with companies including Nitto Denko, TPK, and Japan Display Inc., with assembly by Apple's regular partner Foxconn. It was suggested that Wintek could lose out on iPad orders for the next-gen model.

    So presumably NTE will be getting some of this new work...

    I wonder if Apple will continue to produce the older models, and sell them at a lower price? Perhaps this is the margin erosion that Mr. Koo was speaking of...

    We'll see...

    Sentiment: Strong Buy

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    • One interesting thing is that it's Japan Display mentioned, not Sharp. Right now it's Sharp that's doing the full size ipad. If they kept the older ipad around using the older parts, NTE could be making LCMs for both Sharp and JDI. If not, it's just switching from one customer to the other. Also, it's interesting that LG is NOT mentioned, although this is from a Japanese publication not a Korean one.

      Oftentimes the reason why older models are cheaper is because yields are better. If the yield starts out at 60%, so 40% of those produced are garbage, and a year later the yield is up to 90%, the part is 2/3 the cost just because of the improved yield. In that kind of situation the margin wouldn't necessarily be impacted for NTE.

      We also know that NTE is getting in on the next iphone displays either March or May, and at some point getting in on ultrabooks which may or may not be macs. I'm hoping ipad mini appears in there too...maybe an IGZO mini with Sharp.

      Sentiment: Strong Buy

    • Apple plans Q3 launch for MacBook Air with Retina -- report

      CNET News:
      The company will also use the "GF2" technology found in its iPad Mini for its next-generation full-size iPad.

      Apple's MacBook Air could be next to get Retina display treatment, according to a new report.

      The Mac maker is planning to bring the Retina display to the MacBook Air in the third quarter of 2013, Taiwan-based newspaper Economic Daily is reporting today, citing sources in the company's supply chain. The Retina display will come bundled in both the 11- and 13-inch MacBook Air models, according to the report.

      Apple last week cut the price of its 256GB MacBook Air by $100, to $1,400. The move was a response to it dropping the price of its MacBook Pro with Retina down to $1,500. Apple also boosted processor speeds in its MacBook Pro line.

      The Retina display has been making inroads into Apple's Mac line. The high-end display came to the MacBook Pro last year. The display is also available in Apple's iPhone, iPod Touch, and iPad.

      That the MacBook Air could be next on the list to get the Retina display isn't all that surprising. However, Apple has made no indication that it has plans to deliver the technology to any other products.

      In addition to talk of improvements to the MacBook Air, another report out of Korea today said Apple's next-generation iPad would come with GF2 display technology, a thinner alternative to what's currently running in the device. Apple's iPad Mini uses GF2 display technology. The addition of GF2 should make it easier for Apple to deliver a thinner full-size iPad.

      CNET has contacted Apple for comment on the Economic Daily report. We will update this story when we have more information.

      Sentiment: Strong Buy