IIRC, Apple is in a position where it can say to a supplier: "we think we will need 65 million panels, but if sales slow down then we will re-visit that number and order a reduction in the production run without incurring penalties".
No manufacturer in their right mind is going to give up potential sales of 65 million panels, even if Apple only ends up actually buying 55 or 60 million of them -- the price of these panels plus the number of cloners in China alone could absorb any over-run in production. The more likely scenario is that these panels will just sit in storage for iPad 4.
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No manufacturer in their right mind is going to give up potential sales of 65 million panels, even if Apple only ends up actually buying 55 or 60 million of them -- the price of these panels plus the number of cloners in China alone could absorb any over-run in production. The more likely scenario is that these panels will just sit in storage for iPad 4.