News & Analysis
Apple could ship 100M iPads in 2013
12/14/2012 5:01 PM EST
Portfolio adjustment
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.
The 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 panels.
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.
The 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 panels.
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