LG Display is now responsible for 70% of iPad panel shipments while Samsung Electronics, Sharp and Chimei Innolux (CMI) have all been seeing decreasing shipments, according to industry sources.
Samsung originally accounted for a large portion of iPad panel shipments and was shipping over one million iPad panels in July. However, as of August the company had dropped to roughly 700,000 in iPad panel shipments and that number may decrease even more, added the sources.
The decrease is a significant drop from Samsung's monthly average of 2.5 million iPad panel shipments during the first half of 2012, said the sources. The sources did not specify specific reasons for the drop in shipments but market observers suspect it has to do with disputes between Apple and Samsung.
Sharp meanwhile has witnessed a drop from nearly 900,000 iPad panel shipments in July to 400,000 in August. Sources said the reason for Sharp's drop is due to issues with production yield rates as well as to decreasing demand for the device.
Meanwhile, Chimei Innolux (CMI) will make up less than 5% of overall iPad panel shipments by the end of the third quarter in 2012.
Article translated by Alex Wolfgram
