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Japan Display, LGD and Sharp are expected to supply iPhone 5 in-cell panel up to total 60M units in 2H12
Isaiah International, August 2012
Japan Display (TMD) is indicated to enter mass production for iPhone 5 in-cell panel and total shipments are estimated to have ~2M units in July. Moreover, we anticipate LGD and Sharp to start in-cell panel productions in August and September respectively. However, we concern initial yield rate for in-cell panel and lamination to be relatively low across all suppliers in 3Q12. This may lead to insufficient in-cell panel supply in 3Q12 which means that overall iPhone 5 supply may have a potential downside forecast risk in the next 1-2 months.
Isaiah’s Key Takeaways from our research:
1. We forecast TMD to supply ~2M units of in-cell panel for iPhone 5 in July.
2. Expecting LGD and Sharp to enter volume production in August and September respectively.
3. Total in-cell panel shipments for iPhone 5 are likely to ramp up to ~45M units in 4Q12.
Figure 1: iPhone 5 in-cell panel production capacity estimates by makers in 2H12
Figure 2: iPhone 5 in-cell panel shipment forecast by makers (Unit: K)