DigiTimes reported on Wednesday that Taiwanese Integrated Circuit design houses are expected to see sales "move up vigorously" in the September quarter ahead of the rumored launch of a line of Amazon-branded tablets.
Industry sources said the company is planning 7- and 10-inch tablets. The Wall Street Journal reported earlier this month that Amazon was outsourcing a "roughly nine-inch screen" tablet to an Asian manufacturer and planning a touchscreen version of its Kindle e-reader, which could correspond to the 7-inch device that supplier sources have suggested.
According to DigiTimes sources, the tablet will be assembled solely by Quanta, with Chunghwa Picture Tubes supplying touch sensors for the supposed 7-inch model. The report claimed 2.0-2.4 million touch panels will be shipped to Amazon by the end of September, with Wintek accounting for 70 to 75 percent of the volume. The company reportedly expects to ship a total of four million tablets this year.
Other suppliers rumored to providing components for the project include: Nvidia (CPU; ILI Technology (Touch controller ICs); Novatek Microelectronics (LCD driver ICs); Capella Microsystems and Sitronix Technology (Ambient light sensors); Richtek Technology and Global Mixed-code Technology (Power management ICs); and Sitronix (Gravity sensors).
Sources: Industry sources, compiled by Digitimes, July 2011
Sources added that Amazon's heavy use of Taiwan-based IC suppliers will enhance the companies' "competitiveness against international IC players later on."
The much-anticipated Amazon tablet has been proclaimed by some to be the biggest threat to Apple's dominance in the tablet market. Pundits view Amazon's music, e-book, video and