Taipei, Wednesday, September 17, 2014 21:52 (GMT+8)
partly cloudy
Taipei
29°C
Digitimes Research: Samsung to remain in Apple supply chain
Tony Huang, DIGITIMES Research, Taipei [Tuesday 27 August 2013]

Samsung Display is expected to remain as a major panel supplier for Apple products throughout 2013 into 2014 despite previous industry rumors stating that Apple was looking to shift most of its orders away from Samsung, according to Digitimes Research.

The rumors were based off industry buzz in the supply chain stating that due to tensions between Apple and Samsung over technology disputes, Apple was looking to allocate more orders to LG Display as well as to Taiwan-based panel maker AU Optronics (AUO).

However, due to struggles AUO has reportedly faced in producing Retina display technology that will reportedly be used in the next-generation iPad mini, Apple has since rethought its position towards Samsung and will still be dependent on the company to provide the panel technology while decreasing the amount of orders it originally expected to give AUO.

Digitimes Research believes that Samsung will be responsible for producing panels used in Apple's next-generation iPad mini, but that LG will still be the main supplier. Sharp is also expected to land orders for the iPad mini but less than Samsung.

Additionally, LG will still produce more than half of panels used in iMac products but Samsung is expected to be the runner up, said Digitimes Research.

Digitimes Research also said LG will be the main supplier for 9.7-inch iPad panels and that panels used in the next-generation iPhone will come from LG as well as JDI.

Other rumors are currently circulating in the market that LG and JDI have plans to further expand their production capacity for Apple products in 2014 but have yet to state whether the capacity would be enough to draw Samsung out of the Apple supply chain picture.

This article is an excerpt from a Chinese Digitimes Research report. Click here if you are interested in receiving more information about the content and price of a translated version of the full report.

Realtime news
  • WCG Ultra HD TV panel shipments to grow in 2015

    Before Going to Press | 3min ago

  • STMicroelectronics sees increasing MEMS applications in wearable, IoT markets

    Before Going to Press | 3min ago

  • TSMC to spend NT$718.74 billion purchasing equipment

    Before Going to Press | 8min ago

  • Csun to see revenues up in 4Q14

    Before Going to Press | 15min ago

  • Ichia to see revenues drop 10-15% sequentially in 3Q14

    Before Going to Press | 16min ago

  • Lite-On Semi rolls out new full bridge rectifier diodes

    Before Going to Press | 19min ago

  • PCB makers to see HDI board lines running at full capacity till year-end 2014

    Before Going to Press | 20min ago

  • Pegatron component subsidiary Asuspower to acquire production equipment sets

    Before Going to Press | 20min ago

  • Asustek aiming to achieve 15% on-year PC shipment growth; to push gaming notebooks for gross margins

    Before Going to Press | 21min ago

  • Digitimes Research: Mobile DRAM bit growth rate to top 37.5% in 2H14

    Before Going to Press | 22min ago

  • Korea vendors still hold prospects for OLED TVs

    Before Going to Press | 1h 31min ago

  • Supply chains see orders from Motorola Mobility until 4Q14

    Before Going to Press | 1h 36min ago

  • NCC approves Vibo Telecom merger with Taiwan Star Cellular

    Before Going to Press | 2h 27min ago

  • Foxconn donates 3 smart classrooms in Taiwan

    Before Going to Press | 2h 29min ago

Pause
 | 
View more

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

The transition to 4k TV - UHD TV market forecast, 2014-2017

RESEARCH EXTRAS | Jun 26, 13:59

Ultra HD TV vendors are facing challenges due to an overall slowdown in the TV industry and are concerned whether relative supply chains can provide compatible Ultra HD content and services. However, trends show that content makers as well as panel and chip makers...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

UHD TV market forecast, 2014-2017
DIGITIMES Marketing Services
DIGITIMES Translation Services
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.