or Connect
AppleInsider › Forums › Mac Hardware › Future Apple Hardware › Apple corners market on 10.1-inch LCD, OLED screens - report
New Posts  All Forums:Forum Nav:

Apple corners market on 10.1-inch LCD, OLED screens - report

post #1 of 78
Thread Starter 
Availability of 10.1-inch multi-touch LCD and OLED display panels from Asian suppliers is said to be nonexistent, as one designer has claimed Apple "pre-ordered them all."

At the Consumer Electronics Show in Las Vegas last week, TG Daily allegedly spoke with an anonymous designer who said the screen size is currently unavailable, as Apple has supposedly ordered so many screens that the parts cannot be purchased by anyone else.

"We were designing a product for a customer and we needed 10-inch screens," the source allegedly said, "but we've been trying for months and can't get one from any of the Asian suppliers."

OLEDs, or organic light-emitting diodes, deliver color pictures without the need for a backlight. They consume less energy and provide a superior picture. Such screens have been a popular choice for Apple competitors of late, with Microsoft using one for its Zune HD, and Google for its Nexus One smartphone.

While the technology is superior, it is also costly. In November, one report suggested an OLED-based Apple tablet would cost between $1,500 and $1,700 to build based on current prices. It was then predicted an OLED tablet would cost about $2,000.

However, the still-unannounced Apple tablet is widely expected to have a final price of less than $1,000. Analyst Gene Munster with Piper Jaffray believes Apple could sell 1.4 million devices at an average selling price of $600.

In December, analyst Yair Reiner with Oppenheimer specifically disputed the claims of an OLED screen. He said checks within Apple's supply chain have said the device will use a 10.1-inch multi-touch display using LTPS LCD technology -- the same as on the iPhone. He expects an average selling price of $1,000.

Apple is widely expected to introduce its tablet at an event on Jan. 27 at the Yerba Buena Center for the Arts in San Francisco. Reports have said the hardware will go on sale in March.
post #2 of 78
Quote:
Originally Posted by AppleInsider View Post

Availability of 10.1-inch multi-touch LCD and OLED display panels from Asian suppliers is said to be nonexistent, as one designer has claimed Apple "pre-ordered them all."...

I wonder how much the quality of displays sourced through different vendors varies and in fact, how many suppliers Apple would be calling on? \

(Or, considering the perceived cost impact, is this mis-direction?)
Where are we on the curve? We'll know once it goes asymptotic!
Reply
Where are we on the curve? We'll know once it goes asymptotic!
Reply
post #3 of 78
But will it have an oleophobic coating
post #4 of 78
Quote:
Originally Posted by stuffe View Post

But will it have an oleophobic coating

I hope so, I am pretty sure that I am Lipophobic!
Where are we on the curve? We'll know once it goes asymptotic!
Reply
Where are we on the curve? We'll know once it goes asymptotic!
Reply
post #5 of 78
Boy those are some pretty big iphone screens!
post #6 of 78
So they have (possibly) ordered LCD and OLED screens... 2 models? iSlate and iSlate Pro?
post #7 of 78
Something smells fishy. Why would Apple corner the market on both LCD and OLED screens in the same form factor? This story sounds like it's been inflated, Apple should have no reason to do that.

censored

Reply

censored

Reply
post #8 of 78
So, it doesn't necessarily mean Apple is gonna create something on the base of 10,1" screen. This does mean the competition won't be on time.

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply
post #9 of 78
Quote:
Originally Posted by ajprice View Post

So they have (possibly) ordered LCD and OLED screens... 2 models? iSlate and iSlate Pro?

There does seem to be quite some nervousness about the price of this device - whatever it is. \
Where are we on the curve? We'll know once it goes asymptotic!
Reply
Where are we on the curve? We'll know once it goes asymptotic!
Reply
post #10 of 78
Quote:
Originally Posted by ajprice View Post

So they have (possibly) ordered LCD and OLED screens... 2 models? iSlate and iSlate Pro?

The part about it being both LCD and OLED screens is odd. There isn't enough difference between the two to justify two models with the same screen size. Especially given the price difference cited in the story. I think very few people would pay that much extra just to get an OLED screen.
post #11 of 78
Quote:
Originally Posted by Crowley View Post

Something smells fishy. Why would Apple corner the market on both LCD and OLED screens in the same form factor? This story sounds like it's been inflated, Apple should have no reason to do that.

If Apple did indeed order a lot of LCD 10.1 in displays. production would have shifted to this size minimizing shortages. They are very efficient about this kind of thing. At this stage OLED displays do not make sense for the mass market. Price is too hi, and I am not sure the advantages are compelling.

We need an affordable tablet. Not nice product with hi price.
post #12 of 78
Did an AppleInsider author recently deride the OLED technology in such devices as the Zune?
post #13 of 78
Quote:
Originally Posted by Crowley View Post

Something smells fishy. Why would Apple corner the market on both LCD and OLED screens in the same form factor? This story sounds like it's been inflated, Apple should have no reason to do that.

I agree with you. Its either one or the either. In any case its based on the comment on an anonymous "designer". I don't know but possibly they work in a fashion boutique and a hair salon (part time).
post #14 of 78
Quote:
Originally Posted by AjitMD View Post

If Apple did indeed order a lot of LCD 10.1 in displays. production would have shifted to this size minimizing shortages. They are very efficient about this kind of thing. At this stage OLED displays do not make sense for the mass market. ... .

Not sure about the superior technology trope: OLED is emissive not transmissive meaning you can't see what's on the screen under bright light. http://www.oled-info.com/oleds-direct-sunlight However, although Apple wouldn't inflict this on iPhone users it may use OLED for a tablet based on the assumption it is much less likely to be used under sunlight than a phone. And, of course, battery life is crucial for a competitive e-reader.
post #15 of 78
Quote:
Originally Posted by Wiggin View Post

The part about it being both LCD and OLED screens is odd. There isn't enough difference between the two to justify two models with the same screen size. Especially given the price difference cited in the story. I think very few people would pay that much extra just to get an OLED screen.

The OLED version is for those who want to be "cool", and for executives, especially in the media industry.

For the rest of us, it would make the LCD version look cheaper.

(Assuming there are two versions...)
"you will know the truth, and the truth will
set you free."
Reply
"you will know the truth, and the truth will
set you free."
Reply
post #16 of 78
Quote:
Originally Posted by gsteeno View Post

Did an AppleInsider author recently deride the OLED technology in such devices as the Zune?

If I remember correctly it was because it was a dumbed-down OLED, not the real thing, or something.
post #17 of 78
2 models?? Not likely~!
Same Apple. Same Mac. Different Take. Different Place. http://Applemacness.com
Reply
Same Apple. Same Mac. Different Take. Different Place. http://Applemacness.com
Reply
post #18 of 78
I thought display panels were produced in big size and they cut it in smaller pieces. So, if there's shortage about a type of display it doesn't necessarily say, for me, the size.
It can be due to orders of panels in smaller size by Apple (or whoever).
Am I wrong?
post #19 of 78
Quote:
Originally Posted by benice View Post

I agree with you. Its either one or the either. In any case its based on the comment on an anonymous "designer". I don't know but possibly they work in a fashion boutique and a hair salon (part time).

Isn't there all this talk / patents relating to scalable graphics and variable screen resolutions? We will see, though. I agree it doesn't sound like it has it the sweet spot yet for mass adoption. Still, a manufacturer would dream of a monster contract that would practically guarantee big volumes for a long time. They would probably be willing to give major volume discounts, greater than those for a more mature technology, no?
It would make them impossibly thin, though, and generally kickass. Sigh.
post #20 of 78
It's certainly plausible Apple could release two different styles.
Never say never.
http://www.grammarbook.com/punctuation/quotes.asp

Never argue with idiots, they'll bring you down to their level and beat you with experience. - a bumper sticker

Never quote idiots, they just clog up...
Reply
http://www.grammarbook.com/punctuation/quotes.asp

Never argue with idiots, they'll bring you down to their level and beat you with experience. - a bumper sticker

Never quote idiots, they just clog up...
Reply
post #21 of 78
Quote:
Originally Posted by benice View Post

I agree with you. Its either one or the either. In any case its based on the comment on an anonymous "designer". I don't know but possibly they work in a fashion boutique and a hair salon (part time).

Yeah, this sounds more like supposition than rumour. "Some guy" can't get a screen, so ipso facto, Apple is cornering the screen market?

Also, LCD rumours aside, why would Apple go to multiple suppliers for the same product? When you buy a tablet, it's going to be a crap shoot whether you got the one with a a screen from company A, B, or C?

This makes little sense.
post #22 of 78
Two simultaneously launched models may mean the design (core one, at least) is actually not completely new. What is it gonna be like? MBA? iPhone?

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply

We mean Apple no harm.

People are lovers, basically. -- Engadget livebloggers at the iPad mini event.

Reply
post #23 of 78
If it's going to be a serious e-book reader, it's going to have the ability to be read without the backlight.
-Toyin
Reply
-Toyin
Reply
post #24 of 78
Quote:
Originally Posted by Gazoobee View Post

Yeah, this sounds more like supposition than rumour. "Some guy" can't get a screen, so ipso facto, Apple is cornering the screen market?

Also, LCD rumours aside, why would Apple go to multiple suppliers for the same product? When you buy a tablet, it's going to be a crap shoot whether you got the one with a a screen from company A, B, or C?

This makes little sense.

Although not ideal, it happens all the time in other industries (and in the computer industry). And if the alternative is massive shortages for months, you do what you gotta do.
post #25 of 78
Quote:
Originally Posted by Gazoobee View Post

Yeah, this sounds more like supposition than rumour. "Some guy" can't get a screen, so ipso facto, Apple is cornering the screen market?

Also, LCD rumours aside, why would Apple go to multiple suppliers for the same product? When you buy a tablet, it's going to be a crap shoot whether you got the one with a a screen from company A, B, or C?

This makes little sense.


maybe it's like RAM? there is a common standard where different companies pool their patents and everyone makes the same screens? I bet if you open up 1000 of the same model iMac's there will be some variety in parts
post #26 of 78
Quote:
Originally Posted by Toyin View Post

If it's going to be a serious e-book reader, it's going to have the ability to be read without the backlight.

Well OLED doesn't really fit that either. OLED is more like LED than eInk (or whatever they call the screen tech that MIT invented and the Kindle uses) from a visibility perspective, right?
post #27 of 78
The new tablet will have an LCD on one side, OLED on the other... Perfect for all situations, and cost over $3,000. Why buy one, when you can have two for twice the price?
post #28 of 78
Quote:
Originally Posted by PastorOfMuppets View Post

The new tablet will have an LCD on one side, OLED on the other... Perfect for all situations, and cost over $3,000. Why buy one, when you can have two for twice the price?

Is it just me, or would an LCD on one side and eINK on the other, actually kind of be all things to all people. It probably got laughed out of an early design meeting since you enjoy both at once, but hey.
post #29 of 78
Quote:
Originally Posted by AppleInsider View Post

While the technology is superior, it is also costly. In November, one report suggested an OLED-based Apple tablet would cost between $1,500 and $1,700 to build based on current prices. It was then predicted an OLED tablet would cost about $2,000.

However, the still-unannounced Apple tablet is widely expected to have a final price of less than $1,000. Analyst Gene Munster with Piper Jaffray believes Apple could sell 1.4 million devices at an average selling price of $600.

In December, analyst Yair Reiner with Oppenheimer specifically disputed the claims of an OLED screen. He said checks within Apple's supply chain have said the device will use a 10.1-inch multi-touch display using LTPS LCD technology -- the same as on the iPhone. He expects an average selling price of $1,000.

Apple doesn't do inexpensive. If they can't generate sales through value-add, they don't bother with the products-- they're not going to introduce a new product whose sales drive is the price. Thus, any hope for a sub-$1000 model seems folly. They'll keep adding functionality until the price is $1000 or more rather than sell cheap.
post #30 of 78
The latest Sony Dealer price list indicates their XEL1 11" OLED TV has been "discontinued with no additional incoming"....
post #31 of 78
Possible that one of the screens will be used for a notebook (another addition to the macbook non-pro line) and the other for the tablet
post #32 of 78
does ANYONE reading this know the native resolution of these 10.1" screens?
post #33 of 78
Perhaps Apple needs all the displays because they've made a strategic decision to own the 10" mkt. They could be committed to selling these at very low or money losing margins so consumers buy tons of them?

Why would they do that?

The devices will need users to learn a powerful, but complex 'alphabet' of multi fingered (patented) gestures. If they can get the world to massively adopt the device, no one will be able to follow.

Why (again)? No one has the tech to follow for at least the next 3 years and Apple will advance the tech and the gizmos while the others play catch up.
post #34 of 78
Quote:
Originally Posted by desarc View Post

does ANYONE reading this know the native resolution of these 10.1" screens?

I'm guessing a minimum of 1080p. Sanyo/Epson already make a 7.1" 1080p LCD.
"Islam is as dangerous in a man as rabies in a dog"~ Sir Winston Churchill. We are nurturing a nightmare that will haunt our children, and kill theirs.
Reply
"Islam is as dangerous in a man as rabies in a dog"~ Sir Winston Churchill. We are nurturing a nightmare that will haunt our children, and kill theirs.
Reply
post #35 of 78
Buying "them all" is a sure-fire way to keep the competition from bringing a similar device to market. I wonder if it's just a monopolistic move, since they've got the cash to buy "them all." Either that, or the report is a tad hyperbolic.

Do what you will, but harm none.

Reply

Do what you will, but harm none.

Reply
post #36 of 78
Quote:
Originally Posted by desarc View Post

does ANYONE reading this know the native resolution of these 10.1" screens?

Its hard to be sure but when Cnet reviewed the Sony XEL-1 mentioned above they made the following comment which might be of interest "For whatever reason, perhaps related to manufacturing difficulties, Sony decided to give the XEL-1 just 960x540 pixels, exactly half of 1,920x1,080 (aka 1080p) on both the horizontal and vertical axes"

The Sony design is close to two years old though now so its seems likely the screen res has come up, and the ~$2000 price down, since then.

EDIT: Given the Sanyo/Epson comments that now appear above I think my post is fairly redundant.
post #37 of 78
Quote:
Originally Posted by chris v View Post

Buying "them all" is a sure-fire way to keep the competition from bringing a similar device to market. I wonder if it's just a monopolistic move, since they've got the cash to buy "them all." ...

I think this unlikely given that Apple has simply never engaged in those kinds of practices before.

Also, these kinds of supply chain moves are always talked about (in many different industries), but few cases of such a thing actually happening exist AFAIK. I mean who's going to go to all the trouble to begin with, and how does the profit margin hold up when you are flushing billions down the drain trying to keep components away from your competitors?

In real life, stuff like that rarely (if ever) happens.
post #38 of 78
Quote:
Originally Posted by Gazoobee View Post

I think this unlikely given that Apple has simply never engaged in those kinds of practices before.

Also, these kinds of supply chain moves are always talked about (in many different industries), but few cases of such a thing actually happening exist AFAIK. I mean who's going to go to all the trouble to begin with, and how does the profit margin hold up when you are flushing billions down the drain trying to keep components away from your competitors?

In real life, stuff like that rarely (if ever) happens.

I'd agree with this assessment, for the very same reasons. I can't think of any examples lately or where a company has deliberately exhausted supplies at great expense to a competitor.

It tends to happen in property a little bit - like retaining or pre-securing a well located old supermarket location or a fast food site so a competitor can't get it - but usually it's not much more than a couple million dollars involved.
post #39 of 78
Quote:
Originally Posted by ajprice View Post

So they have (possibly) ordered LCD and OLED screens... 2 models? iSlate and iSlate Pro?

I can't see any way that Apple would go for OLED on the tablet. A few smaller marginal devices have used it so far but no way would Apple want to carry the can for OLED in their new flagship product.

If they did, it would be the first mainstream OLED screen most folks would experience, and the first time most of the media heads were talking about it etc. If there were any complaints about OLED technology, Apple would be forever joined at the hip to those complaints. Just like handwriting recognition and the Newton.

The fact that the recognition software was fixed very quickly and remains an excellent product today did nothing to stop Newton being known as "that computer with the broken hand-writing recognition" to this day.

Especially du to the price, if Apple is using OLED at all, it can only be for a "pro" level variation of the tablet, and I just don't believe that. Not only does it make little sense in general to have two tablets, it makes no sense that any one would pay a premium just for an OLED screen. They just aren't that good that it justifies it.
post #40 of 78
>> OLEDs, or organic light-emitting diodes ... <<

Finally, we have diodes produced without chemical fertilizers or pesticides.
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: Future Apple Hardware
AppleInsider › Forums › Mac Hardware › Future Apple Hardware › Apple corners market on 10.1-inch LCD, OLED screens - report