[Restricted by panel glass, Apple returned to Samsung's arms] Apple announced in March that it would completely shut down the panel provided by Samsung Electronics in a new round of iOS devices. However, the latest news from South Korea on (28th) this year Display, Apple has re-entered the arms of Samsung!
South Korean media ETNews28 reported that Apple has resumed the purchase of LCD panels from Samsung DisplayCo., a subsidiary of Samsung, and Samsung has benefited greatly from thin glass suppliers in Korea. According to reports, the four major Korean thin glass makers, Soulbrain, Chemtronics, Global Display, and Avatec, saw significant improvement in their operations in the second quarter. It is expected that this year's (2013) consolidated revenue is expected to increase by 34% to 534 billion won.
Samsung and Apple have made Korea's thin glass industry a big market. Apple has adopted thin glass in the iPhone, iPad and the recent MacBook series, and Samsung Galaxy S series smart phones also use this material in large quantities. In addition, Ultrabook ultrabooks that Intel Corp. strives to promote also use thin glass in LCD panels. With the adoption of touch panels for thin glass processes, South Korea's related industries are expected to grow rapidly each year. At present, there are still not many competitive manufacturers engaged in thin glass manufacturing in Japan and Taiwan. The industry believes that Apple's decision to return to Samsung's embrace is mainly due to the thin glass relationship.
AppAdvice reported on the Korea Economic Daily on March 21st that Apple will fully block screens made by Samsung Electronics in a new round of iOS devices and switch to LG Display, Sharp, JapanDisplay and AUO (2409). )purchase. The report also provided Apple's request for RFQ for major suppliers. It can be seen that Samsung is not included in the list of suppliers.
The report pointed out that the inquiry form will usually be sent out 5-10 months before the product is released, allowing suppliers to have sufficient time to ship. This is the first step in the component procurement process; if the apple process is about to change, it can also be consulted. Get reliable leads in price lists. According to reports, Apple plans to launch the iPhone 5S in the summer (2013) this year. The iPad 5 and 2nd generation iPad mini will be available later this year. All three devices will have a "Retina Display."
The Korea Times (KoreaTimes) reported on November 7 last year that Kim Hak-kyun, chief analyst of KDBDaewoo Securities, pointed out that if Samsung and Apple’s component supply relationship breaks down, Apple will face serious parts supply problems. In contrast, Samsung has established its own supply chain structure and reduced its heavy reliance on Apple. A fund manager of a European investment bank also said in an interview with the Korea Times that Apple is facing very tight supply, even the iPhone 5, because Apple tried to rule out Samsung in the supply chain of components such as panels.
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