Kick in the glass: Innolux gets nod to supply glass for Amazon phone, AUO loses Apple iPad mini gig

Kick in the glass: Innolux gets nod to supply glass for Amazon phone, AUO loses Apple iPad mini gig
According to Taiwan based supply chain sources, Innolux has been selected to provide the TFT-LCD displays for the Amazon smartphone. As we told you the other day, this device is expected to measure 4.7 inches. The long rumored device is expected to see daylight in the second quarter although the word is that the phone might not arrive on schedule because of problems at contract manufacturer Foxconn.

Things are looking up for Innolux. Earlier Thursday, we told you that according to the Taipei Times, NPD DisplaySearch executive David Hsieh has passed along the word that Innolux is replacing Samsung Display as a provider of panels for the Apple iPad mini. The two new jobs should help Innolux make up for prior years of red ink.

But for every winner, there is a loser. In this case it is AU Optronics (AUO). The company had been providing 7.9 inch panels for the Apple iPad mini but will not be doing so for the next-generation model of the tablet. The reason has to do with the company's inability to produce Retina-class panels based on oxide TFT. The company does not have the technology to do so, and in addition, has had a hard time reaching a decent yield with the production of the current screen. This led to delays in shipping the glass in the fourth quarter. Although the company has improved yields on the 7.9 inch panel, without the technology to produce Retina display panels using the oxide TFT technology, LG Display is expected to be the main supplier of the panels for the next Apple iPad mini. AUO's production of screens will now go to Sharp.

The oxide TFT display is supposed to use less battery power than currently produced TFT glass, improving a device's battery life. And since it uses fewer LEDs, it should also make a device lighter.

source: DigiTimes (1), (2)

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6 Comments

1. hung2900

Posts: 966; Member since: Mar 02, 2012

I can predict that Apple has to come back to Samsung again.

6. ardent1

Posts: 2000; Member since: Apr 16, 2011

Samdung steals IP. Why would Apple give Samdung more chances to steal. You know the say, fool me once shame on you, but fool me twice shame on me.

2. Aeires unregistered

AUO had to of known this was a short term deal, just about everyone who knows anything about the iPad Mini knew it was getting a retina display in the second or third iteration. Hopefully they made enough money from Apple to invest in their R&R department, but a large part of me doubts that.

4. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

Good post +1

3. cezarepc

Posts: 718; Member since: Nov 23, 2012

Apple will need to wait a couple more years before other manufacturers can match Samsung's delivery (yield% and quantity).

5. darkkjedii

Posts: 31083; Member since: Feb 05, 2011

I'm not sure about that, if apples leaving them you can bet they'd have their ducks in a row. LG, and Sharp are pretty capable.

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