According to the Resource of Experts Digitimes, Samsung Display Company has been excluded from the supply chain of panels for Apple. This decision was taken in relation to South Korean Media Reports that Apple has not yet sent a Samsung Display Commercial Request (Request for quotation, RFQ ). This means that the amount of future supply and prices are not consistent, and this Year, Samsung Display will no longer supply panels for iPad Tablets and iPad Mini. Instead, as expected, panels orders will be obtained from Company LG Display, Sharp, Japan Display and AU Optronics (AUO).
As the market observers, the deterioration of the former partners, caused by the patent conflict in 2012 to a LED Drop in Orders for Apple products Samsung Display. winners was The LG Display, catch More of the Orders for the supply of panels for the iPad and iPad mini.
Until now, according to sources, Samsung Display monthly supplied about 800 000 9.7 “panels for the iPad, while the amount of the monthly supply of panels LG Display was about 2 million units.
After the first quarter, as expected, due to the release of the new iPad models are supplied to LG Display panels for Apple to grow significantly, and the delivery of products Samsung Display for American companies will be reduced to zero.