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LG lands most display orders for Apple's latest products - report

post #1 of 29
Thread Starter 
Most of the screen orders for Apple's new iPad mini, fourth-generation iPad, 13-inch MacBook Pro with Retina display, and redesigned iMacs have reportedly gone to LG Display, not Samsung.

The details come from a new report from DigiTimes on Thursday, which cited its usual industry sources. Additional iPad mini panels are also said to be provided by AU Optronics.

LG's iPad mini LCD displays reportedly use in-plane switching technology, like the full-size iPad. The screens from AU Optronics are said to achieve the same quality with "AHVA technology," which is the company's own proprietary Advanced Hyper-Viewing Angle display feature.

While AU Optronics is allegedly in the mix, most of the orders have been placed with LG, because AU Optronics is reportedly "having issues with producing panels." As a result, the company has a "much lesser proportion of shipments for the iPad mini."

iPad mini


Earlier this year, with the launch of the third-generation iPad with Retina display, other suppliers such as LG could not produce high-resolution displays for Apple at launch. That left Apple with only Samsung, one of its fiercest rivals, as a Retina display provider for the 9.7-inch tablet.

So much attention has been placed on the uneasy partnership between Apple and Samsung that earlier this week Samsung was forced to publicly deny a rumor that it had terminated a contract for LCD screens with Apple. Thursday's latest report out of the Far East gave no indication that Samsung is an LCD supplier for Apple's latest lineup of products.

Separately, DigiTimes also reported on Thursday that the $329 starting price of the iPad mini is because of low yields for the device's touchscreen. Specifically, it's related to the device's GF DITO, or GF2, touch screen technology, which allows the screen to be thinner than the full-size iPad.

Citing industry sources, the publication said the DITO film sensor faces issues in mass production. The GF2 screens are only about $5 cheaper than the thicker displays Apple uses in the full-size 9.7-inch iPad.

Finally, the report also said that orders for the $399 iPad 2 have a "visibility" through the first quarter of 2013. The report said the device has seen "steady sales," which likely prompted Apple to keep the product around in light of the iPad mini debut.
post #2 of 29

Smack!

post #3 of 29
Quote:
Originally Posted by AppleInsider View Post

Finally, the report also said that orders for the $399 iPad 2 have a "visibility" through the first quarter of 2013. The report said the device has seen "steady sales," which likely prompted Apple to keep the product around in light of the iPad mini debut.

wrong.
next to the mini the iPad 2 won't have the "steady sales" anymore.

btw, after the mini starts shipping, would be nice if some experts tested/compared its display (of LG vs AU Optronics).

post #4 of 29

So much for the Samsung tale that they are cutting Apple off.

post #5 of 29
Quote:
Originally Posted by mac-user View Post

wrong.
next to the mini the iPad 2 won't have the "steady sales" anymore.

 

That depends. Supposedly Apple sells a lot of them to the education market and the debut of the Mini may not have a significant effect on that, at least in the short-term, with purchases already approved. On the other hand, it may just be that the iPad 2 cleverly fills a gap in the market for people who want a full-sized iPad, but for whom the extra $100 for the 4th gen is more than they are willing to spend.

 

Regardless, the story of the iPad 2 is not fully written yet, and it's premature to declare its imminent demise.

post #6 of 29
Is this a bad news or what? :/
post #7 of 29
Quote:
Originally Posted by anonymouse View Post

So much for the Samsung tale that they are cutting Apple off.


Explain me please, how is Samsung any different than LG, Sharp, or any other consumer electronic corporation?
They all make android smartphones thus no matter how apple moves its supply chain around, it will still going to have a conflict of interest with these manufacturers.
It just happened with Samsung to be the most successful one. But who knows, eventually it could be LG with litte help from a steady revenue stream coming from Apple. Then what? Abandon LG as well? 1oyvey.gif
post #8 of 29
Quote:
Originally Posted by jason98 View Post

Explain me please, how is Samsung any different than LG, Sharp, or any other consumer electronic corporation?
They all make android smartphones thus no matter how apple moves its supply chain around, it will still going to have a conflict of interest with these manufacturers.
It just happened with Samsung to be the most successful one. But who knows, eventually it could be LG with litte help from a steady revenue stream coming from Apple. Then what? Abandon LG as well? 1oyvey.gif

You are seriously comparing Samsung with LG in terms of being adversaries to Apple in litigation (which was the point of the post you replied to IMHO).
From Apple ][ - to new Mac Pro I've used them all.
Long on AAPL so biased
"Google doesn't sell you anything, they just sell you!"
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From Apple ][ - to new Mac Pro I've used them all.
Long on AAPL so biased
"Google doesn't sell you anything, they just sell you!"
Reply
post #9 of 29
Quote:
Originally Posted by jason98 View Post


Explain me please, how is Samsung any different than LG, Sharp, or any other consumer electronic corporation?
They all make android smartphones thus no matter how apple moves its supply chain around, it will still going to have a conflict of interest with these manufacturers.
It just happened with Samsung to be the most successful one. But who knows, eventually it could be LG with litte help from a steady revenue stream coming from Apple. Then what? Abandon LG as well? 1oyvey.gif

 

LG has been making Apple displays for a long while now (and I believe is Apple's largest display supplier) - they've been also losing a lot of money, despite Apple's huge orders.  


Edited by tooltalk - 10/25/12 at 10:23am
post #10 of 29

And that's why they're called "Lucky" Goldstar.

"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 #11 of 29
Quote:
Originally Posted by anonymouse View Post

 

That depends. Supposedly Apple sells a lot of them to the education market and the debut of the Mini may not have a significant effect on that, at least in the short-term, with purchases already approved. On the other hand, it may just be that the iPad 2 cleverly fills a gap in the market for people who want a full-sized iPad, but for whom the extra $100 for the 4th gen is more than they are willing to spend.

 

Regardless, the story of the iPad 2 is not fully written yet, and it's premature to declare its imminent demise.

I actually agree with you, the education market can be a good point, it can maintain the "steady sales" for the iPad 2 but likely only in lower volume, IMO.

post #12 of 29

Getting rid of Samsung as a component supplier could potentially hurt Apple long-term.  Samsung is excellent at manufacturing mass quantities of components at good quality.

post #13 of 29
Why has nothing ever been said about this GF2 DITO technology until recently by the KGI Securities analyst Ming-Chi Kuo?

Where's the curiosity, the in-depth reporting? Dilger? Gruber? SockRolid? And yes, I'd better say, even Ireland?

Who's the display expert around here? Is this what Apple has been spending some of its screen development money on?
Edited by Flaneur - 10/25/12 at 10:25am
post #14 of 29
Quote:
Originally Posted by jason98 View Post


Explain me please, how is Samsung any different than LG, Sharp, or any other consumer electronic corporation?
They all make android smartphones thus no matter how apple moves its supply chain around, it will still going to have a conflict of interest with these manufacturers.
It just happened with Samsung to be the most successful one. But who knows, eventually it could be LG with litte help from a steady revenue stream coming from Apple. Then what? Abandon LG as well? 1oyvey.gif

 

Did it "just happen"? Or did it have something to do with the fact that Samsung was the most egregious at ripping off Apple's IP and designs, down to the packaging and accessories?

 

No one wants to do business with liars, cheats and thieves.

post #15 of 29
Quality control better be good. LG not a patch on Samsung
post #16 of 29
I bet this story is retracted (sorry, "updated") tomorrow, these ones always are.
post #17 of 29

When have iMacs not used LG displays? LG has been Apples main LCD supplier almost as long as Apple has been using LCD panels.

 

iPad 3 was a notable exception. It appears likely that LG couldn't reliably deliver that size of retina display in sufficient number, creating an opening for Samsung.

 

If this is true (digitimes after all) about AUO, it would great to see them start producing an IPS equivalent panel. Their MVA tech panels produce significant viewing angle washout.

post #18 of 29
Quote:
Originally Posted by anonymouse View Post

 

Did it "just happen"? Or did it have something to do with the fact that Samsung was the most egregious at ripping off Apple's IP and designs, down to the packaging and accessories?

 

No one wants to do business with liars, cheats and thieves.

 

Samsung's business practice is already well-known - that's how they crushed the Japanese memory / display competitors.  I recommend that you read Sony vs. Samsung:  The Inside Story of the Electronics Giants' Battle For Global Supremacy.  Well, at least Samsung can't steal Apple's technology - since there is really nothing to steal  1biggrin.gif (duck!)

 

Yep, no one wants to do business with Samsung and that's why their customer base and revenue have been going up quite steadily while everyone else is losing money. 

post #19 of 29
Apple needs to develop its own display screen technologies and factories.
post #20 of 29
Quote:
Originally Posted by Snowdog65 View Post

When have iMacs not used LG displays? LG has been Apples main LCD supplier almost as long as Apple has been using LCD panels.

 

iPad 3 was a notable exception. It appears likely that LG couldn't reliably deliver that size of retina display in sufficient number, creating an opening for Samsung.

 

If this is true (digitimes after all) about AUO, it would great to see them start producing an IPS equivalent panel. Their MVA tech panels produce significant viewing angle washout.

 

 

I think Apple approached Samsung when iPad 2's LG-made displays started having that infamous light leakage prob in early 2011.  I don't think Samsung and Apple had a lot of display business until that point.  Toshiba made tft displays for Apple's earlier iPhones.  So I don't really see where Samsung's display fits in Apple's supply chain.

post #21 of 29
Quote:
Originally Posted by peter236 View Post

Apple needs to develop its own display screen technologies and factories.

 

Not with Tim Cook at the helm. The guy is all about numbers.

 

The fixed costs alone in maintaining facilities will make him balk at the proposal.

 

 

Many people say that Apple makes a lot more profits than Samsung does.

 

But Samsung still makes tons of profit even when they have high fixed costs (factories, equipments,  R&D facilities).

 

Just imagine what their profits would be if they had none.

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

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

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post #22 of 29
Quote:
Originally Posted by peter236 View Post

Apple needs to develop its own display screen technologies and factories.

Just think about how many times they changed the display tech that they have chosen for their devices? The iPads for example get new displays every year.
And what could they do with the factory built to the previous tech? destroying it?
Today their manufacturers after finishing their contract with Apple can still sell that tech for other companies.

post #23 of 29
This means more of bad displays on all Apple products now.

the IR/ghosting problem on the MBPr 15 is a disaster. returned two of them and will not buy an apple product with LG again!
post #24 of 29
Quote:
Originally Posted by jason98 View Post


Explain me please, how is Samsung any different than LG, Sharp, or any other consumer electronic corporation?
They all make android smartphones thus no matter how apple moves its supply chain around, it will still going to have a conflict of interest with these manufacturers.
It just happened with Samsung to be the most successful one. But who knows, eventually it could be LG with litte help from a steady revenue stream coming from Apple. Then what? Abandon LG as well? 1oyvey.gif

 

Samsung parts are basically much superior in terms of quality and quantity.  Apple's reduced order from Samsung apparently has nothing to do with their rivalry, more to do with Apple's penny-pinching.  Yes,  Apple is basically cutting corners now. 

 

So we as consumers lose when Apple starts dumping inferior craps and still charge the premium for Apple's elaborate packaging.


Edited by tooltalk - 10/25/12 at 6:24pm
post #25 of 29
Quote:
Originally Posted by Galbi View Post

Quote:
Originally Posted by peter236 View Post

Apple needs to develop its own display screen technologies and factories.

Not with Tim Cook at the helm. The guy is all about numbers.

The fixed costs alone in maintaining facilities will make him balk at the proposal.

Like the costs for the new data center you mean? They certainly don't seem to mind spending a billion now and then.
Quote:
But Samsung still makes tons of profit even when they have high fixed costs (factories, equipments,  R&D facilities).

Samsung has R&D costs? Girl, don't you know Apple pays that?
I’d rather have a better product than a better price.
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I’d rather have a better product than a better price.
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post #26 of 29
Quote:
Originally Posted by jason98 View Post


Explain me please, how is Samsung any different than LG, Sharp, or any other consumer electronic corporation?
They all make android smartphones thus no matter how apple moves its supply chain around, it will still going to have a conflict of interest with these manufacturers.
It just happened with Samsung to be the most successful one. But who knows, eventually it could be LG with litte help from a steady revenue stream coming from Apple. Then what? Abandon LG as well? 1oyvey.gif

LG or any other screen manufacturer aren't anything like samscum. They are a mafia like company in Korea. With fingers in every aspect of Korean life, including funding favoured political candidates, ownership of the media, and powerful connections into the Korean judiciary. Proof: http://www.kernelmag.com/features/report/3028/samsung-power-corruption-and-lies/

 

A very different animal indeed. LG won't steal Apples IP, then try to destroy evidence to hide their evil. You really should do some research into who samscum really are before standing up for them.

post #27 of 29
Quote:
Originally Posted by tooltalk View Post

 

Samsung parts are basically much superior in terms of quality and quantity.  Apple's reduced order from Samsung apparently has nothing to do with their rivalry, more to do with Apple's penny-pinching.  Yes,  Apple is basically cutting corners now. 

 

So we as consumers lose when Apple starts dumping inferior craps and still charge the premium for Apple's elaborate packaging.

 

No. Maybe Apple don't wish to be associated to this type of company any longer.

http://www.kernelmag.com/features/report/3028/samsung-power-corruption-and-lies/

post #28 of 29
Quote:
Originally Posted by tooltalk View Post

 

LG has been making Apple displays for a long while now (and I believe is Apple's largest display supplier) - they've been also losing a lot of money, despite Apple's huge orders.  

 

Because samscum run a cartel in Korea. They bribe politicians to win huge government contracts and threaten business partners from using their competitors and go to every means to kill opponents. You really should understand this chaebols, or mafia like business. Bribery, extortion, corruption are a standard, and this is what has been exposed. I can only imagine what goes on we don't know about. People thought Hitler was a great guy too, for a while. Honestly, google samsung, corruption and bribery. You will be surprised.

post #29 of 29
Quote:
Originally Posted by Kr00 View Post

LG or any other screen manufacturer aren't anything like samscum. They are a mafia like company in Korea. With fingers in every aspect of Korean life, including funding favoured political candidates, ownership of the media, and powerful connections into the Korean judiciary. Proof: http://www.kernelmag.com/features/report/3028/samsung-power-corruption-and-lies/

 

A very different animal indeed. LG won't steal Apples IP, then try to destroy evidence to hide their evil. You really should do some research into who samscum really are before standing up for them.

 

No, not really. LG, Samsung, Hyundai they are all the same.   That anti-Samsung piece is a bit misleading in that it lacks the political, historical context.. 

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