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Ipad Mini Display Is Said To Be Shipped In The First Half Of Next Year
According to a report of Taiwan's “Economic Daily”, news from the upstream component suppliers showed that the display of Apple iPad mini tablet pc would use 7.85-inch panel, of which the resolution was consistent with iPad 2. It is expected to be shipped in the first half of next year.
AUO is currently the only available Taiwan panel maker that provides samples of the panel. Apple's largest supplier Chen Hong will supply the touch components, while the touch IC substrates are supplied by Kinsus.
In addition to AUO, the South Korea's LG has also sent samples of panel to Apple. The yield issues of AUO’s self-developed LCD flat technology (ASVS) have been resolved. And Chi Mei is also actively seeking to become iPad mini panel supplier. As for Samsung, since its patent war with Apple has upgraded, industry analysts believe that Samsung has become irrelevant.
Amazon launched the low-cost Kindle Fire, which triggered a price war in tablet PC market, so Apple will launch iPad mini to respond to the challenges of the Amazon. More importantly, iPad mini aims at the emerging markets, particularly the Mainland ...
... market. Consumers go crazy for Apple products, but high tariffs make the sales price of Apple products very expensive, so iPad mini is expected to help Apple expand market share in mainland.
Industry insiders said, the size of iPad mini panel is 7.85 inches, and the 9.7-inch resolution is consistent with iPad 2. As the size of iPad mini is smaller, the resolution per unit area actually increases by 52%, a higher quality. Coupled with a lower price, iPad mini is expected to be hot in emerging markets.
The touch-IC of iPad mini is supplied by Broadcom, while IC substrate is provided by Kinsus. Broadcom accounted for about 12% revenue share of Kinsus in the third quarter. Since the lead time of the IC requires half a year, Kinsus has added iPad mini orders in the fourth quarter.
In addition, the radio frequency (RF) modules of iPhone 4S are supplied by the Skywork. Skywork has won over 80% of orders for Apple's RF modules, and more than 80% is Kinsus foundry. Due to the recent iPhone 4S hot, Skywork chased orders to Kinsus urgently, making Kinsus’s fourth quarter revenue hit a new high.
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