Apple suddenly canceled supply plan this year without iPad 3?

According to news from the upstream supply chain in Taiwan, Apple suddenly canceled its iPad 3 supply plan in the second half of 2011, forcing other manufacturers who are preparing to launch flat-panel machines to postpone their new product launches.

Apple originally planned to release iPad 3 in the second half of this year. The third and fourth quarter shipments were 1.5 to 2 million and 5 to 6 million, respectively, but Apple’s supply chain partners recently discovered that relevant reports have been deleted. Now.

Sources believe that the price and yield of the 2048×1536 resolution 9.7-inch touch screen is a key factor affecting the iPad 3 supply plan because the panel is mainly supplied by Sharp Japan, and the price is quite high. Samsung Electronics and LG Display are also Can not reach a high enough yield. Since Apple cannot guarantee a certain level of supply, the iPad 3 is unlikely to be produced in volume within the year.

Panel makers also pointed out that the high-resolution 9.7-inch touch screen requires a much larger backlight and a single side strip, which has not been entirely satisfactory. iPad 3 is very demanding on the physical thickness, rich color support and screen strength is limited by the panel technology, iPad 3 can only be forced to postpone.

However, in the second half of this year, the iPad 2's supply will remain at 28 million to 3 million. On the panel front, LG Display, Samsung Electronics, and Chi Mei Optoelectronics each supplied 3 million, 100-1.5 million, and 100,000-20,000 units in June, and LG Display slipped to 2.8 million in July. Samsung is basically unchanged, while Chi Mei is substantially It rose to 45-50 million.