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Sharp, Apple partnering to build $1.2B LCD plant - report

post #1 of 43
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Days after a story claiming Apple and Toshiba were going to partner to build an LCD factory was emphatically denied, a new report now claims that Apple is instead partnering with Sharp to build a $1.2 billion facility.

On Monday, a report surfaced that claimed Apple and Toshiba were working together on a new LCD plant. However, a Toshiba spokesman later called the report "untrue," and said nothing was decided.

On Friday, Japan's Nikkei business daily newspaper reported a second time that Apple will partner with another company for LCD manufacturing, but this time the company is Sharp. It said that Apple will be responsible for a "large portion" of the 100 billion yen, or $1.2 billion, facility, and the iPhone maker will buy "most" of the panels produced by Sharp.

"Sharp will start installing equipment next year at Mie Prefecture plant and mass production is slated to begin in the later half of 2012," a summary of the report done by Reuters translates.

The new production lines will allegedly manufacture small and mid-size LCD panels, and Apple is said to purchase the bulk of the displays for the iPhone. It also stated that Toshiba plans to build an Ishikawa Prefecture factory to boost supplies to Apple as well.
post #2 of 43
So I wonder is this another version of an apocryphal tale?
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post #3 of 43
They didn't name it AppleTV to keep it a set-top box!
Go AAPL>
post #4 of 43
Quote:
Originally Posted by stevemost View Post

They didn't name it AppleTV to keep it a set-top box!
Go AAPL>

Word! A gorgeous AppleTV, that is. Much larger than the current desktop cinema display....
post #5 of 43
Quote:
Originally Posted by AppleInsider View Post

The new production lines will allegedly manufacture small and mid-size LCD panels, and Apple is said to purchase the bulk of the displays for the iPhone. It also stated that Toshiba plans to build an Ishikawa Prefecture factory to boost supplies to Apple as well.

(emphasis added)

Quote:
Originally Posted by stevemost View Post

They didn't name it AppleTV to keep it a set-top box!
Go AAPL>

Quote:
Originally Posted by thor008u2 View Post

Word! A gorgeous AppleTV, that is. Much larger than the current desktop cinema display....

Come on guys. Read the article before commenting...
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post #6 of 43
While I can understand the excitement about a large screen Apple TV I'm actually hoping this is about something else product wise. For one Apple needs a range of iPhones and I would love to have one with a slightly larger screen. In a iPhone sized device even a 1/4" in screen height and an inch in length would do wonders.

Then there is the sub seven inch iPad/iPod Touch device. Here I'm not talking something that is a direct competitor to the iPad but rather something that runs iOS but is optimized for wide screen. 16:9 would be the minimal width ratio.

A large screen Apple TV wouldn't be a bad thing it is just that I wouldn't run out and buy it on the day it is released. A larger iPhone on the other hand would be an immediate purchase.
post #7 of 43
Quote:
Originally Posted by deuxlavabo View Post

(emphasis added)





Come on guys. Read the article before commenting...

Frankly I'm hoping this is actually an investment for portable devices. That is all well and good but you need to understand that Apple is not shy about "leaking" disinformation.
post #8 of 43
Quote:
Originally Posted by wizard69 View Post

Frankly I'm hoping this is actually an investment for portable devices. That is all well and good but you need to understand that Apple is not shy about "leaking" disinformation.

Point taken. However, AAPL has certainly had issues keeping up with demand with their existing devices, at least partially due to supply issues. So I think Occam's razor would suggest this is probably still for iPhones & iPads...
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post #9 of 43
Good to hear not all manufacturing is China bound, though I bet the bulk of employees at these factories won't be Japanese at all.
post #10 of 43
Quote:
Originally Posted by wizard69 View Post

For one Apple needs a range of iPhones and I would love to have one with a slightly larger screen. In a iPhone sized device even a 1/4" in screen height and an inch in length would do wonders.

I agree. My father likes the iPhone but much of the text is too small for his eyes.
Very few apps allow you to control the size of text.

I think an iPhone with a larger screen and louder receiver/speaker would be great for seniors.
post #11 of 43
Next week...."Apple and LG team up to build $1.2B LCD factory". Seems like they are going down the list until someone stops denying it.
post #12 of 43
Quote:
Originally Posted by stevemost View Post

They didn't name it AppleTV to keep it a set-top box!
Go AAPL>

They wouldn't need to build an entirely new factory to make LCD panels for an AppleTV.
Apple would use existing panels. The Apple TV is 90% software and 10% hardware.

Apple needs more factories to meet the growing demand for iPhones and iPads.
post #13 of 43
Quote:
Originally Posted by iancass79 View Post

Next week...."Apple and LG team up to build $1.2B LCD factory". Seems like they are going down the list until someone stops denying it.

I wouldn't be surprised if Apple needed to build three factories to build enough displays.

Toshiba factory for iPod LCDs
Sharp factory for iPhone LCDs
LG factory for iPad LCDs
post #14 of 43
Quote:
Originally Posted by Johnny Mozzarella View Post

I wouldn't be surprised if Apple needed to build three factories to build enough displays.

Toshiba factory for iPod LCDs
Sharp factory for iPhone LCDs
LG factory for iPad LCDs

Too bad there's no Pioneer for AppleTV plasma displays. Oh well, there's alwas Panasonic or Samsung...
post #15 of 43
Quote:
Originally Posted by Johnny Mozzarella View Post

I agree. My father likes the iPhone but much of the text is too small for his eyes.
Very few apps allow you to control the size of text.

I think an iPhone with a larger screen and louder receiver/speaker would be great for seniors.

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post #16 of 43
I just don't understand the _obsession_ with the notion of an Apple-branded TV...

Apple enters markets in which is can innovate. There's very, very little Apple can innovated about the television itself. It's the content acquisition part that Apple can (and is) reinventing. I can see the AppleTV set top box becoming more - much more, in fact - than it is, perhaps even displacing cable companies in some households... but integrating that with a physical television seems really needless.

IMHO.

-Clive
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post #17 of 43
Quote:
Originally Posted by Blastdoor View Post

Settings - General - Accessibility - Zoom - On

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post #18 of 43
Quote:
Originally Posted by Johnny Mozzarella View Post

... I think an iPhone with a larger screen and louder receiver/speaker would be great for seniors.

It's called an "iPad."
post #19 of 43
Quote:
Originally Posted by Clive At Five View Post

I just don't understand the _obsession_ with the notion of an Apple-branded TV...

Apple enters markets in which is can innovate. There's very, very little Apple can innovated about the television itself. It's the content acquisition part that Apple can (and is) reinventing. I can see the AppleTV set top box becoming more - much more, in fact - than it is, perhaps even displacing cable companies in some households... but integrating that with a physical television seems really needless.

IMHO.

-Clive

The only reason I can see Apple getting into making an actual TV is FaceTime.
I can't see Apple selling a camera to put on top of your TV.
post #20 of 43
Quote:
Originally Posted by wizard69 View Post

Here I'm not talking something that is a direct competitor to the iPad but rather something that runs iOS but is optimized for wide screen. 16:9 would be the minimal width ratio.

Wiz, this always comes up. I would bet my ancient iPad (8 months + now) that both Jobs and Ive hate 16:9. It is a carryover from an irrelevant medium, cinema, and has no business being on a handheld screen. It's awkward and ungainly and without organic proportion, and it shows when it's reduced to just a screen. If you put a keyboard or a DVD player attached to the base, you can get away with it visually, but it is still an uncomfortable frame psychologically on the vertical axis. Letterboxing is easier on the senses because it is carried out in software instead of constrained in hardware. Have a look at the Galaxy Tab. Suitable shape for serving cheese. Wrenching to your psyche in both portrait and landscape. Sorry to have to disagree with you this time.
post #21 of 43
Quote:
Originally Posted by Johnny Mozzarella View Post

The only reason I can see Apple getting into making an actual TV is FaceTime.
I can't see Apple selling a camera to put on top of your TV.

The front-facing camera on the iPhone is the Send camera for FaceTime. What is received by FaceTime is AirPlayed to the AppleTV.

In using something like FaceTime, the user will want more control (closer and more direct) than could be provided by a camera in (or on top of) a TV sitting 15 feet away.

It's called PYNIP -- Pick Your Nose In Private....

Another acronym is SCRABL... I leave the elaboration to the reader.
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post #22 of 43
Quote:
Originally Posted by Johnny Mozzarella View Post

I agree. My father likes the iPhone but much of the text is too small for his eyes.
Very few apps allow you to control the size of text.

I think an iPhone with a larger screen and louder receiver/speaker would be great for seniors.

That's where the new Apple iGlasses come into play.

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post #23 of 43
Quote:
Originally Posted by iLoveBurgers View Post

I can't believe apple are trying to get everything produced by them. First it was processors, now it's LCDs. I wonder how long before we see apple producing the raw materials. I really feel apple should pass some of the benefits of this onto the consumer, though. Apple's prices seem to be going up and up and up.

Apple doesn't actually make it's own chips. It only designs them, and the designs are based on an Arm CPU and a PowerVR GPU, so Apple can only take credit for a fraction of the design. These rumors don't suggest that Apple is going to actually build the LCD screens, merely that they will at least partially finance new factories to create them. Apple surely won't manage the factories, however they may end up owning a stake in them.
post #24 of 43
Seems Apple would be smart to be at least a minority shareholder in companies in which they have large, long-term contracts.

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post #25 of 43
Sharp are known for their high quality screens for keitai (mobile phones) in Japan. If true, good move by Apple.
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post #26 of 43
Quote:
Originally Posted by SpamSandwich View Post

Seems Apple would be smart to be at least a minority shareholder in companies in which they have large, long-term contracts.

Yep. Apple has become such a huge consumer of certain parts that it makes complete sense for them to extend themselves to secure their supplies. We know that capacity has been a problem for some devices, what better way to fix that than to help finance expansion of capacity at the source? More parts, and first crack at them, at a no doubt excellent price.

That, coupled with Apple's buying power (allowing them to lock in prices on big chunks of a vendor's output over an extended period) is and will be a real strategic advantage. If Apple can get parts first, and for less, even to the point of creating shortages for the competition, how do you fight that?
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post #27 of 43
Quote:
Originally Posted by SpamSandwich View Post

That's where the new Apple iGlasses come into play.

All kidding aside, WiFi equipped Apple iGlasses that seemingly project a 3D movie in front of you with the apparent size of an IMAX movie screen and earbuds with Dolby Surround Sound would be pretty high on my Christmas wish list if they existed
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post #28 of 43
Before making TVs I wish Apple would offer a 27" monitor with a non-glossy display. The Internet is full of complaints from people who don't like the glossy monitor and that includes me.
post #29 of 43
Quote:
Originally Posted by skauser View Post

Before making TVs I wish Apple would offer a 27" monitor with a non-glossy display. The Internet is full of complaints from people who don't like the glossy monitor and that includes me.

How do you manage with TVs as a matter of interest? I haven't seen a matte TV personally.
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post #30 of 43
Are these people who make up these reports just simply running through a list of companies that produce screens are they?

"Well we were wrong about Toshiba. Who's next? Oh right, Apple is making a plant with..."

Sharp
Samsung
Sony
Panasonic
LG

"Let's just work the way down the list shall we?"
post #31 of 43
Quote:
Originally Posted by digitalclips View Post

How do you manage with TVs as a matter of interest? I haven't seen a matte TV personally.

I haven't noticed any major reflections on televisions, but maybe it's because I hardly ever watch TV. Sitting 15 feet away from a TV is different from sitting two feet away staring at a monitor for hours on end. Only today I was at the Apple store and there's no doubt that the glare from the glossy screen is very prominent.

I bought a 27-inch Dell monitor and it had a horrendous sparkle effect because of the anti-glare coating. I ended up returning it. The Apple monitor is much better but it would be even nicer if it was matte.

My current 20-inch monitor is my benchmark. It doesn't have a sparkle effect like the Dell nor is it glossy like the Apple.
post #32 of 43
I would have been impressed if they had invested in OLED rather than LCD as they are the future.
post #33 of 43
Quote:
Originally Posted by skauser View Post

I haven't noticed any major reflections on televisions, but maybe it's because I hardly ever watch TV. Sitting 15 feet away from a TV is different from sitting two feet away staring at a monitor for hours on end. Only today I was at the Apple store and there's no doubt that the glare from the glossy screen is very prominent.

I bought a 27-inch Dell monitor and it had a horrendous sparkle effect because of the anti-glare coating. I ended up returning it. The Apple monitor is much better but it would be even nicer if it was matte.

My current 20-inch monitor is my benchmark. It doesn't have a sparkle effect like the Dell nor is it glossy like the Apple.

I used plenty of matte Barco monitors in color calibration systems, in darkened rooms, gamma set to print levels and color temperature at 5600 mid day Kelvin. Personally I love the bright colors of my MacBook Pro now, it's like being let out of prison

Regarding TVs though, as you say, it's all about angles and reflections... even sitting eight feet away. My darn Christmas tree lights are currently in the exact position to make watching my HD TV impossible from the couch if turned on. So I find the same with my MBP, a slight turn or screen angle change and all is well, far better to do that than suffer the dull matte look IMHO.
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post #34 of 43
Quote:
Originally Posted by Buck View Post

Too bad there's no Pioneer for AppleTV plasma displays. Oh well, there's alwas Panasonic or Samsung...

You beat me to it!

Imagine a Kuro-AppleTV, oh wait I already have one.
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post #35 of 43
There was a recent AppleInsider article about Apple's patent for a touch screen that can sense how far away from the screen the user's finger is located...combine that with Sharp's non-eyeglass dependent 3D screen http://www.engadget.com/2010/04/12/s...by-3d-tvs-lau/ and you've got a very interesting display for desktop computers for architects and designers (and gamers).
post #36 of 43
Quote:
Originally Posted by wizard69 View Post

While I can understand the excitement about a large screen Apple TV I'm actually hoping this is about something else product wise. For one Apple needs a range of iPhones and I would love to have one with a slightly larger screen. In a iPhone sized device even a 1/4" in screen height and an inch in length would do wonders.

Then there is the sub seven inch iPad/iPod Touch device. Here I'm not talking something that is a direct competitor to the iPad but rather something that runs iOS but is optimized for wide screen. 16:9 would be the minimal width ratio.

A large screen Apple TV wouldn't be a bad thing it is just that I wouldn't run out and buy it on the day it is released. A larger iPhone on the other hand would be an immediate purchase.

An Apple branded TV will never happen. TVs have too small a profit margin to be of interest to Apple.

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post #37 of 43
Quote:
Originally Posted by Prof. Peabody View Post

It's called an "iPad."

You can't make a call with an iPad dumba$$
post #38 of 43
Quote:
Originally Posted by Prof. Peabody View Post

It's called an "iPad."

good one dude
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post #39 of 43
I think this is merely the first step. Sharp produce some of the best LCD panel ( although they are expensive ) and have a roadmap that will lead LCD to complete with OLED.

However i always wonder how these partnership works. So Sharp listed out all the thing it cost to build a plant. Apple goes out to find if these are reasonable. Apple Paid most of it. And do Sharp sell them at manufacturing cost? And sell the rest at much market cost?

Why Apple goes as far as to paid for Manufacturing?
post #40 of 43
LCD can not compete with OLED. OLED is still in it's infancy and already outperforms LCD which is a very mature technology.
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