Taiwan Display Panel Factory Has Completely Withdraw from Apple's Supply Chain

On March 30, according to Apple’s list of the 200 largest suppliers announced by the company, Taiwan’s display panel makers have completely withdrawn from Apple’s supply chain.
The list shows that a total of three Taiwanese factories, including AUO, were excluded. Qiu Yubin, senior WitsView associate, said that after AUO ceased to supply Apple, Taiwan’s display panel factory completely withdrew from Apple’s supply chain. Apple’s touch panel supply chain includes Taiwan’s Tektronix TPK-KY and industry-based GIS-KY. However, in addition to the second-generation iPad panels that were supplied by Innolux earlier in the year, only AUO supplied Apple in the first half of the display panel. Macbook air display panel, and the supply is not large, but no supply in the second half of last year, this year directly excluded from the supply list.
According to reports, BOE's panel maker BOE has entered the Apple supply chain. Previously, AUO supplied a 13.3-inch Macbook air display panel. This entry-level model is light, thin, and has high-definition (HD) resolution. BOE put in volume and take more orders. Apple's high-end notebook computers, display panels from the South Korea's Le Gold Display (LGD), Samsung monitors supply; AUO exit the Macbook air display panel supply, the Apple display panel supply chain has not seen Taiwan factory traces.
According to previous data, the output value of Taiwan's liquid crystal display panel factory in the second quarter of 2016 was 164.135 billion yuan, compared with 205.141 billion yuan in the same period of 2015, and the annual recession rate was 20%. IHS senior research director Xie Qinyi pointed out that this year's Korean panel makers have seen little change in capacity adjustments, and Taiwan's panel makers have not added new production capacity. In contrast, the panel makers in mainland China have started production of 8.5-generation/8.6-generation plants of BOE and Weike this year. BOE 10.5 will also start mass production in 2018. With the new generation capacity of the mainland, the market share of mainland panel makers will have an opportunity to surpass China's Taiwan and South Korea next year.
In addition, Apple's report listed about 97% of the supply chain list, open manufacturers provide Apple materials, components and assembly locations. According to the report, there are 39 companies in the Taiwan region of China, and TSMC has a total of 6 strongholds. This year's newly-listed passive component giant Guoguo also has 6 strongholds. The Riyueguang Group has 8 strongholds, and Hon Hai has many. Up to 27 people.

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