LG reportedly losing some Apple iPad 2 display orders to Samsung
While Samsung is a great choice in theory for Apple to order the screens from, the two are engaged in a vicious legal battle involving patent infringements that has turned nasty. Also, Samsung's Galaxy Tab 10.1 tablet competes in end markets with the iPad 2. Another choice would be CMI which has affiliate status with Foxconn, the contract manufacturer that assembles the tablet. However, CMI's monthly target is just 1 million screen per month and this will be raised to 1.5 million screens produced per month
In the last quarter, Apple doubled the number of iPads shipped to 9.25 million as the prior three month period saw Apple afflicted by a major backlog. According to DigiTimes' sources, LG could retain its status as lead source for the displays, but only if the current problems can be solved quickly.
source: DigiTimes via AppleInsider