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Touch panel shipments for Apple's iPhone expected to drop 15-20% in Q2 2012

post #1 of 6
Thread Starter 
Seven months after the launch of the iPhone 4S, suppliers are expecting shipments to slip 15 to 20 percent in the current quarter, as customers begin to hold off for Apple's next-generation handset.

TPK Holding and Wintek, two companies that make touch panels for the iPhone 4S, are expected to see their shipments drop by as much as 20 percent in the second quarter of 2012, according to DigiTimes. That's because the iPhone 4S is now "moving into the final stage of its product life cycle," the report said.

Apple's next iPhone is expected to be a significant upgrade over the iPhone 4S, and the touch panel will be one of the hardware components receiving an upgrade. Last month, it was said that Apple will adopt in-cell touch panels for its next handset, which could reduce the thickness of the component by 0.44 millimeters.

If Apple does adopt in-cell touch panel technology, it would mean that TPK and Wintek would no longer receive orders for separate touch panel components from Apple. Apple's rumored new display design would embed the touch sensor within the LCD screen, rather than having a separate touch sensor layer.

TPK has already publicly reported that it expects its revenues to fall about 10 percent sequentially in the second quarter of 2012. Wintek's revenues hit a record high in March, but they slid 11.4 percent month over month in April.

In-cell technology


Citing industry sources, Friday's report said that shipments of touch panels from both TPK and Wintek to Apple in the second half of 2012 will be just one-third of the shipments the companies saw in the first half of the year.

In addition to new touchscreen technology, Apple's next iPhone is also widely rumored to offer faster data connections with a new 4G LTE chip. The third-generation iPad became Apple's first LTE device when it launched in March.
post #2 of 6

Apple is DOOMED!!!! (Never mind the fact that this is the normal cyclical behavior with any device, not just Apple stuff.)

post #3 of 6
Quote:
Originally Posted by hittrj01 View Post

Apple is DOOMED!!!! (Never mind the fact that this is the normal cyclical behavior with any device, not just Apple stuff.)

I think a lot of people were hoping for a softer landing than a 15-20% sequential drop, maybe closer to 10%.
post #4 of 6
Quote:
Originally Posted by aaarrrgggh View Post

Quote:
Originally Posted by hittrj01 View Post

Apple is DOOMED!!!! (Never mind the fact that this is the normal cyclical behavior with any device, not just Apple stuff.)

I think a lot of people were hoping for a softer landing than a 15-20% sequential drop, maybe closer to 10%.

 

I would have thought that sales would remain steady, given that the device is being rolled out in new countries continuously.

post #5 of 6
Quote:
Originally Posted by aaarrrgggh View Post


I think a lot of people were hoping for a softer landing than a 15-20% sequential drop, maybe closer to 10%.

why not?

 

by now everyone knows new iphones come out once a year. my wife's 4 is eligible for an upgrade and she is waiting for the new one

post #6 of 6
Quote:
Originally Posted by aaarrrgggh View Post


I think a lot of people were hoping for a softer landing than a 15-20% sequential drop, maybe closer to 10%.


and Digitimes is NEVER wrong...how much did it drop for 4 to 4S? I assume it'll drop around the same percentage.

 

gotta love this stock manipulation report.

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