Apple to accelerate Samsung to drive more demand for LED plant

The market was Apple's new iPhone 5 mobile phone with the new MacBook Pro notebook computer, two panel orders for the first time out of Samsung, to SHARP, Japan Display Corporation (JDI) and LG display (LGD), the retinal panel (high resolution), the screen picture is more delicate, Taiwan plant Foxconn, Guangyang science and crystal electric etc. LED industry will jointly benefit.

The new version of the full introduction of the retina metal oxide semiconductor (IGZO) process, SHARP in the 8 generation and the 10 generation of the factory is quickly import IGZO, due to Hon Hai shares SHARP, and therefore jointly benefit. Department of Guangyang SHARP and AUO IGZO target suppliers, AUO in import IGZO, tried to steal the apple pie. Because of the brightness of the LED panel of the retina, demanding, must use high efficiency or more LED grain, driven by crystal power, canyuan and Dongbei LED factory needs more.

Apple in the semiconductor and panel products to Samsung trend is obvious, for example, in the semiconductor part, apple and Toshiba will reach the purchase of mobile memory, power to benefit. IPhone central processing unit (CPU), the reason Samsung foundry, apple is negotiating with TSMC, hoping that the new generation of CPU, can turn a single tsmc.

Supply chain, the new MacBook Pro pen annual shipments target 17 million to more than 18 million levels. The more optimistic legal believes that in 2012 Apple laptop shipments are expected to challenge 20 million, the annual increase of 50%, driven by the supply chain, Foxconn, Quanta operation temperature.

2012 first quarter iPhone shipments of apple in the 35 million 100 thousand quarter, informed sources, Apple has been ordered to suppliers in Asia related parts, will be produced next month. Jefferies & Co. analyst Peter Misek estimates, the third quarter of iPhone stocking volume, in the 50 million to 60 million, the market is optimistic about the annual iPhone shipments up to 140 million to.