Taipei, Wednesday, August 5, 2015 02:35 (GMT+8)
partly cloudy
Taipei
26°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
  • Giga Solar Materials July revenues hit record for 4th time straight

    Before Going to Press | 5h 4min ago

  • China makers in discussions with vendors for 6-inch 4K AMOLED panels

    Before Going to Press | 5h 5min ago

  • Gamania posts 1H15 net EPS of NT$2.28

    Before Going to Press | 5h 6min ago

  • Digitimes Research: Taiwan handset shipments to remain flat in 2H15

    Before Going to Press | 6h 9min ago

  • Aces Electronics adjusts model of cooperation with MEC Imex

    Before Going to Press | 6h 35min ago

  • Posiflex Technology nets NT$3.94 per share for 1H15

    Before Going to Press | 6h 48min ago

  • MSI faces increasing competition from notebook vendors for gaming notebooks

    Before Going to Press | 6h 50min ago

  • Danen Technology July revenues inch up on month

    Before Going to Press | 6h 51min ago

  • Taiwan market: FET offers business-use instant messenger

    Before Going to Press | 6h 51min ago

  • Solartech Energy July revenues down sequentially

    Before Going to Press | 6h 54min ago

  • Canon hiking automation of digital camera production, says Nikkei News

    Before Going to Press | 6h 54min ago

  • Kaneka offers N-type a-Si thin-film PV module with energy conversion rate of 24.52%

    Before Going to Press | 6h 54min ago

  • Acer reportedly lands orders for servers from TSMC

    Before Going to Press | 6h 55min ago

  • VIS looks to 9-14% revenue drop in 3Q15

    Before Going to Press | 6h 56min ago

  • WT Micro expects 3Q15 sales to drop up to 4% or rise slightly

    Before Going to Press | 6h 56min ago

  • Giantplus reports 2Q15 performance

    Before Going to Press | 6h 56min ago

  • JOLED planning to invest US$161 million in new OLED research facilities, says reports

    Before Going to Press | 6h 56min ago

Pause
 | 
View more

Display panels for wearable devices: Market overview and forecast through 2017

RESEARCH EXTRAS | Jul 23, 12:15

The wearables market is a growing focal point for many vendors and players in the display panel supply chain. This Digitimes Research Special Report looks at developments in panel applications in the wearable industry, with a specific focus on panel makers in...

Developments in the UV LED industry

RESEARCH EXTRAS | Jul 16, 18:28

As white LED applications are becoming more widely accepted and common in the market and China makers push more price-competitive solutions, the 2015 global high-brightness LED output value is expected to only grow 7.5% on year. It is not surprising that in a...

Taiwan small- to mid-size LCD panels - 2Q 2015

TAIWAN LCD PANEL | Aug 4, 16:14

Handset applications have been the main output for Taiwan makers' small- to medium-size panel production. But the makers are shifting their focus from feature phone panels to smartphone ones.

Taiwan LCD monitors – 2Q 2015

TAIWAN DISPLAY SYSTEM | Jul 30, 15:17

Taiwan's LCD monitor makers have been dogged by a downturn amid a weakening PC market. Competition from Korea and China players has also increased.

Taiwan notebooks - 2Q 2015

TAIWAN MOBILE DEVICE | Jul 24, 15:33

The global notebook market remained sluggish in the second quarter of 2015. The seasonal pattern that has governed the notebook market previously will not appear in 2015, with Taiwan makers set to see on-year declines in the shipments during the second half of...

Display panels for wearable devices
Taiwan server shipment forecast and industry analysis, 2015
2015 global notebook demand forecast
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.