In 2013, it is likely that Apple will adjust its product portfolio to
meet the strong demand for the iPad mini, according to Hsieh.
According to the NPD DisplaySearch, its all depends on the production
panel makers including Samsung, LG Display, Sharp and Innolux will ship
70 million 9.7-in iPad panels in 2012. Of those, 23 million will be iPad
2 XGA panels and 47 million will be new iPad QXGA panels, using both
a-Si and oxide TFT technologies.
While the new iPad was
originally planned to replace the iPad 2, strong sales of the legacy
model have continued, and panel makers have adjusted new iPad panel
production downward while maintaining production of iPad 2 panels.
market research firm’s Quarterly Mobile PC Shipment and Forecast Report
forecasts the 2013 tablet PC market to be over 170 million, if Apple
hits its targets. The company will continue its domination at
approximately 60% market share.
Hsieh speculates that if the iPad
mini volume is anything near 50 million units, Apple will need to find
other panel suppliers in addition to AUO and LG Display, just as it
always has three suppliers for the iPad panels. Leading candidates
include Century in China, Innolux in Taiwan, as well as Panasonic LCD in
Japan, which are all experienced at IPS technologies used in iPad