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Samsung reportedly tapping Chinese supplier to produce 'iPad 3' displays

post #1 of 38
Thread Starter 
A set of leaked photos purportedly show shipments of 9.7-inch displays bound for Apple's next-generation iPad being manufactured by a Samsung supplier.

The images were leaked by App.wepost.me (via MacNN) on Sunday. While the report itself admitted that the photos don't represent "very fierce" breaking news, the images appear to offer a rare, albeit blurry, look inside Apple's supply chain.

The pictures purportedly originated from a Radiant Opto-Electronics factory in Wujiang, China. The publication's sources reported tight security measures around four alleged complete "iPad 3" units at the plant, but they indicated that the external design of the next-generation tablet is "basically the same" as its predecessor.

The insiders did, however, manage to take stealth shots of the manufactured displays and the factory. The report agreed with reports that the third-generation iPad will have Retina Display quality and "dual LED display technology." Some of the photos also appeared to corroborate recent claims that the next iPad will feature an upgraded camera module, with the publication speculating either a resolution of either 5 or 8 megapixels.

The screen is reportedly coded J2, a possible reference to the rumored codename for one model of the next-generation iPad. Shipments of the finished components were marked with the Samsung logo, and even sealed with Samsung tape.








According to the report, the packaged displays will be shipped through customs to Samsung in South Korea where they will then be passed on to Apple.

The purported leak comes on the heels of other apparent photos of the next-generation iPad that emerged out of Asia this weekend. A Taiwanese publication recently published pictures of the pack of an alleged third-gen iPad that showed a larger rear-facing camera on the device. Another Chinese-language site published photos of an "A5X" chip supposedly from a logic board for the upcoming tablet.

Apple is expected to unveil the new iPad at a media event in early March, with multiple reports citing March 7 as the likely date. Strong evidence suggests the tablet will indeed feature a much-anticipated double-resolution Retina Display, as one recent report showed the increased pixel density through microscope-enlarged photos of an alleged third-generation iPad display. The device is also expected to feature a faster processor and support for 4G LTE connectivity.

[ View article on AppleInsider ]
post #2 of 38
Correct me if I'm wrong, but this is the largest amount of leaks of any Apple product I have ever seen... That doesn't involve purchasing a stolen prototype.
post #3 of 38
I call no LTE. Or, rather

Retina, A6 quad core, LTE. Pick two.

Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
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Originally Posted by helia

I can break your arm if I apply enough force, but in normal handshaking this won't happen ever.
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post #4 of 38
A6/A5 or whatever, retina, Siri and better camera.


Oh and one more thing....

LTE for sure
post #5 of 38
My final predictions:

Dual core A6
Retina
No LTE, only HSPA+ same as 4S
8MP back camera
Facetime HD
Some revamped apps and new Apple designed ones
Siri
post #6 of 38
Quote:
Originally Posted by sunilraman View Post

Correct me if I'm wrong, but this is the largest amount of leaks of any Apple product I have ever seen... That doesn't involve purchasing a stolen prototype.

Nice qualifier. I was about to mention that.


Quote:
Originally Posted by Tallest Skil View Post

I call no LTE. Or, rather

Quote:
Originally Posted by Slurpy View Post

No LTE, only HSPA+ same as 4S

I can picture a scenario where LTE makes sense. The iPad already gets 9 hours with '3G' data usage so I think that even 6 or 7 hours for '4G' for a card that still costs $129 seems feasible. It could help sell more WiFi+3G iPads and get some testing on their LTE chips which I think are all still at the 45nm process.

PS: I know it hasn't been stated yet but it doesn't make sense for Apple to include cellular connectivity in every iPad. This is simply not going to happen.

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post #7 of 38
So if Samsung uses Chinese labor but makes the display panels for Apple, does Apple get the blame if workers there are allegedly mistreated?

Also, why send the displays from China to South Korea and "then be passed on to Apple" if final assembly of the iPad is in China?

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #8 of 38
Quote:
Originally Posted by Suddenly Newton View Post

Also, why send the displays from China to South Korea and "then be passed on to Apple" if final assembly of the iPad is in China?

If these displays are being shipped to South Korea, I think that's pretty good evidence they aren't for the iPad 3.
post #9 of 38
Surely, the Plant has security cameras, right? Good luck whoever did this.
post #10 of 38
Quote:
Also, why send the displays from China to South Korea and "then be passed on to Apple" if final assembly of the iPad is in China?

Quality check maybe?
post #11 of 38
Quote:
Originally Posted by Suddenly Newton View Post

Also, why send the displays from China to South Korea and "then be passed on to Apple" if final assembly of the iPad is in China?

Because the person they got this report from is totally full of shit.

Or they could be the 2560x1600 displays for the next Galaxy Tab (apparently being announced at MWC).
post #12 of 38
Quote:
Originally Posted by SolipsismX View Post

PS: I know it hasn't been stated yet but it doesn't make sense for Apple to include cellular connectivity in every iPad. This is simply not going to happen.

Yup. I never use (and never will use) cellular in my iPad... unless Apple push for shared LTE data plans.

iPhone LTE + iPad LTE on one data plan would be a big win for Apple (and consumers!).
post #13 of 38
There have always been 2 lines of iPads [WiFi and WiFi + Cellular].
post #14 of 38
Was this worth posting?
I say it's a waste of our time.
Please wait until there is some real news, with some usefull pictures.
post #15 of 38
Of all the rumors I have read, this has got to be the weakest.
post #16 of 38
So we know what the resolution of the next display is now and anybody wishing for a hi-res display will be getting what they wanted, but there's one thing that we don't know yet. I sure hope that it's IPS or something at least as good. There was some rumor about Sharp making an IGZO display, but that doesn't seem to be the case now if Samsung is making displays for Apple.

The greatly increased resolution is all fine and dandy, but if it were regular LCD tech instead of IPS like what is found in the iPad 1/2, then that would be horrible, and I'd rather stick with the lower res iPad 2 instead. I can't imagine that Apple would ever make such a blunder, so I suppose there's nothing to worry about. Nobody's ever made a 2560x1536 9.7" screen before, and I guess we'll all know the details soon enough. As long as it's IPS or something else that's better, then I'll be happy.
post #17 of 38
LTE is, at this point, a bag of hurt. It almost halves your battery life and this makes it a no no for Apple.

As an example, lets look at the Droid MAXX. It has a larger battery providing a capacity of 3300mAh / 12.54 Whr. With this battery you get the following usage times: 8.13 hours of 3G web browsing or 5.6 hours of 4G usage.

There is also the fact that only a tiny percentage of users can get LTE and they are all in the states. Europe have not even made moves towards LTE and don't look likely to do so until the beginning of 2013.
post #18 of 38
Quote:
Originally Posted by irnchriz View Post

LTE is, at this point, a bag of hurt. It almost halves your battery life and this makes it a no no for Apple.

As an example, lets look at the Droid MAXX. It has a larger battery providing a capacity of 3300mAh / 12.54 Whr. With this battery you get the following usage times: 8.13 hours of 3G web browsing or 5.6 hours of 4G usage.

There is also the fact that only a tiny percentage of users can get LTE and they are all in the states. Europe have not even made moves towards LTE and don't look likely to do so until the beginning of 2013.


It's always better to have a bigger battery and have the ability to turn features you dont like.

That said why is Apple still dealing with Samsung? I understand older hardware being under contract but the legal battle between the two has been going on for about a year. Surely Apple could have found other suppliers by now especially with newer products.
post #19 of 38
Why is Apple still stuck on doing business with Samsung after all that has gone on these past few years?
post #20 of 38
Quote:
Originally Posted by nkalu View Post

Why is Apple still stuck on doing business with Samsung after all that has gone on these past few years?

$$$$$
post #21 of 38
Quote:
Originally Posted by nkalu View Post

Why is Apple still stuck on doing business with Samsung after all that has gone on these past few years?

Maybe they can't find another manufacturer that can handle the volume or other mfg is much more expensive. Samsung is copying Apple products and I don't think that will change even if Apple goes to a different manufacturer.

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post #22 of 38
Quote:
Originally Posted by Apple ][ View Post

There was some rumor about Sharp making an IGZO display, but that doesn't seem to be the case now if Samsung is making displays for Apple.

I was wondering about that too. Especially since some comments here were rooting for Sharp to displace Samsung as an LCD supplier to Apple. I'd take a Sharp display over Samsung's any day. But I didn't believe Sharp could be a good LCD supplier. They've got excellent technology but can they meet Apple's price demands? I don't think so.
post #23 of 38
Quote:
Originally Posted by NormM View Post

If these displays are being shipped to South Korea, I think that's pretty good evidence they aren't for the iPad 3.

Totally agree, this article is BS.

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post #24 of 38
Quote:
Originally Posted by irnchriz View Post

LTE is, at this point, a bag of hurt. It almost halves your battery life and this makes it a no no for Apple.

The again a rumored larger battery is a real way to address any power disadvantage.
Quote:
As an example, lets look at the Droid MAXX. It has a larger battery providing a capacity of 3300mAh / 12.54 Whr. With this battery you get the following usage times: 8.13 hours of 3G web browsing or 5.6 hours of 4G usage.

Yep but also remember that design is about a year old. Even if new tech is available you still have the RF problem of more data equaling more power even if the chip is power efficient.
Quote:
There is also the fact that only a tiny percentage of users can get LTE and they are all in the states. Europe have not even made moves towards LTE and don't look likely to do so until the beginning of 2013.

Means nothing! Seriously if you buy iPad to keep for a couple of years you will prefer LTE. Even if you buy new ever year an LTE based iPad will resell easier and at a higher price.

In any event I have to figure out how to do some OT. I really think this iPad 3 will be compelling.
post #25 of 38
The report could be BS!

Apple might be forcing cross licensing of technology to assure production capacity.

The Sharp rumors are BS, Samsung could have been in the running all along.

Apple could be partitioning the line with a low cost and a high cost high quality display.

The list goes on. If one follows rumors you need to take them with a grain of salt. Also this is business, Apple isn't going to jump ship with respect to Samsung over a few patents. People need to realize that Apple was some time ago using over 80% of Samsungs custom chip capacity, the relationship between the two companies is complex.

Quote:
Originally Posted by eric475 View Post

I was wondering about that too. Especially since some comments here were rooting for Sharp to displace Samsung as an LCD supplier to Apple. I'd take a Sharp display over Samsung's any day. But I didn't believe Sharp could be a good LCD supplier. They've got excellent technology but can they meet Apple's price demands? I don't think so.
post #26 of 38
I do not think the next iPad will include LTE, and I won't be sad about it. I've had a chance to use Verizon LTE in the DC area and it is on par with my HSPA+ on my 4S. I've tested LTE using a Verizon AIr Card and have excellent reception. My best results were 9.4Mb/s Down and .97Mb/s Up.

I've consistently pulled gotten 6.5Mb/s Down and at least 1.4Mb/s Up using my 4S on AT&T.
post #27 of 38
As has been noted, there is no link to Apple in the photos. Maybe these are photos of components destined for Apple and maybe not. In addition, there is a real possibility that Apple is going to make two versions of the iPad, in which case there could well be several screen suppliers.

Consider, for example, a scenario in which we have a $429 iPad which will use current screen technology and specs, albeit with an update on the A5 chip, namely the A5X. Then we have a deluxe model starting at $599 that has a "Retina" display and an A6 chip.

The more expensive model would use Sharp's IGZO panels while the entry iPad would be using Samsung and LG panels like the ones found in the current iPad.

If there will be two iPads using different technology, imagine just how confusing the purported leaks are going to seem.

By the way, I think that if what Apple announces is different from what everyone assumes they are going to announce, whining about it will be rather absurd. Apple has been its usual tightlipped self about this whole scenario. Saying that such and such a specification is now confirmed is ridiculous. The only confirmation we can rely on will come from Apple when it unveils the iPad 3 some time next month.
post #28 of 38
Quote:
Originally Posted by Slurpy View Post

My final predictions:

Dual core A6
Retina
No LTE, only HSPA+ same as 4S
8MP back camera
Facetime HD
Some revamped apps and new Apple designed ones
Siri


No Retina Display.
No multicore processor.
No 8 MP camera.
No Siri.

And they will both disappoint everybody and sell in record numbers.
post #29 of 38
Quote:
Originally Posted by nkalu View Post

Why is Apple still stuck on doing business with Samsung after all that has gone on these past few years?

Apple is desperate.
post #30 of 38
Quote:
Originally Posted by I am a Zither Zather Zuzz View Post

Apple is desperate.

Wow, I think you're starting to go out on a limb here.
post #31 of 38
Quote:
Originally Posted by I am a Zither Zather Zuzz View Post

No Retina Display.
No multicore processor.
No 8 MP camera.
No Siri.

And they will both disappoint everybody and sell in record numbers.

You could be right but yet wrong in that we could see the first time that Apple makes two distinct versions of the iPad, one with some significant upgrades and the other at a bit lower price that represents an minor update on the current model.

This makes sense because there are millions of people currently using iPads who are thrilled with the product as is. A minor boost in processor performance would make for a perfectly viable iPad for the coming year and bringing in a model around $400 that is basically the current iPad helps respond to any potential challenge at a lower price point.

Offering a more affordable iPad, yet maintaining a decent level of performance and complimenting that product with a more capable version for those who need or want more, to me that would be classic Apple. It's just the sort of approach that we've seen before with the Touch. It does make sense and I think we'd see a lot of consumers spend the extra money to step up to what we can refer to as the Retina iPad. Both models would sell in the millions and it would represent an expansion of the iPad line that makes sense at this time.
post #32 of 38
Quote:
Originally Posted by Tallest Skil View Post

I call no LTE. Or, rather

Retina, A6 quad core, LTE. Pick two.

Of the three, I'd say quad-core is least likely.
post #33 of 38
Quote:
Originally Posted by mrmj2u View Post

I do not think the next iPad will include LTE, and I won't be sad about it. I've had a chance to use Verizon LTE in the DC area and it is on par with my HSPA+ on my 4S. I've tested LTE using a Verizon AIr Card and have excellent reception. My best results were 9.4Mb/s Down and .97Mb/s Up.

I've consistently pulled gotten 6.5Mb/s Down and at least 1.4Mb/s Up using my 4S on AT&T.

I get maybe slightly faster speeds on LTE vs. AT&T 3G on an iPhone 4S (using a 4G hotspot) where I live. However, in major metropolitan cities, I've pulled close to 20Mbs down and nearly the same up. From what I can tell, the biggest improvement is the upload speed.

I'd still rather have it, as within 2 years, LTE will be even better.
post #34 of 38
Quote:
Originally Posted by Carmissimo View Post

Both models would sell in the millions and it would represent an expansion of the iPad line that makes sense at this time.

Could be. But they didn't ever do that with the iPhone, so I'm skeptical.
post #35 of 38
Quote:
Originally Posted by JoshA View Post

Was this worth posting?
I say it's a waste of our time.
Please wait until there is some real news, with some usefull pictures.

I'm sure for AppleInsider, it's worth the click traffic.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #36 of 38
Quote:
Originally Posted by Firefly7475 View Post

Because the person they got this report from is totally full of shit.

Or they could be the 2560x1600 displays for the next Galaxy Tab (apparently being announced at MWC).

Full of shit, possibly. It's possible that the report is wrong about the displays going to Korea.

But one thing I did was load up the top photo and measure it. The display region of the panel has a 4:3 ratio, so it cannot be the 2560x1600 display you mention above. The aspect ratio is not the same. There's only one tablet with a 4:3 display.

"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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"Apple should pull the plug on the iPhone."

John C. Dvorak, 2007
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post #37 of 38
Quote:
Originally Posted by I am a Zither Zather Zuzz View Post

Could be. But they didn't ever do that with the iPhone, so I'm skeptical.

I thought Apple was selling previous versions of the iPhone at the same time as the 4S. As we speak, here in Canada, you can buy an iPhone 4, as well as the 4S, via Rogers.

It seems to me that if a 10-inch Kindle is on the way and Apple can offer a tablet at a lower price point than $500 US without compromising quality, i.e. producing a product with serious flaws caused by corner-cutting, it would be a no-brainer to do so. If Apple can make a perfectly serviceable tablet that it can retail for let's say $400 US, that doesn't give the competition, such as it is, much wiggle room. I doubt any of them can deliver a proper tablet for much less than $400.

While the interest in a higher=resolution iPad is there, for many uses a tablet similar to the current iPad would do the trick.
post #38 of 38
Quote:
Originally Posted by nkalu View Post

Why is Apple still stuck on doing business with Samsung after all that has gone on these past few years?

Business people dont take things personally like some people do here.

It's all about the bottom line.

There is no one who can top Samsung's production efficiencies and yield. No one.

"Like I said before, share price will dip into the $400."  - 11/21/12 by Galbi

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