
Including SDI, LG Display and Sharp are all Apple iPad panel suppliers. Under the situation of SDI production cuts, Apple may seek assistance from other suppliers to fill capacity vacancies. SDI is expected to supply 600,000 flat panel panels to Apple in the first quarter of this year. The market regulator IHS Market estimates that the supply of SDI will be further reduced to 300,000 to 400,000 units in the second half of the year.
Samsung will launch tablet and notebook products with OLED screens this year. According to legend, Apple is also considering whether to follow up, the current internal OLED panel quality certification, as well as the evaluation of the effectiveness of the iPad screen change. From this perspective, Samsung's production of LCD flat panel seems to have forced Apple to upgrade the flat screen.
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