The market has come out of Apple's new iPhone 5 phone and the new MacBook Pro laptop. The two panels are the first to exclude Samsung, and turn to Sharp, Japan Display Company (JDI) and Lejin Display (LGD), using retina panels (ie high resolution). Rate), the picture quality of the screen is more delicate, and the LED industry such as Taiwan's Hon Hai, Guang Yangke and Jingdian will benefit.
The new retina panel is fully introduced into the metal oxide semiconductor (IGZO) process, and Sharp is rapidly introducing IGZO in the 8th and 10th generation plants. As Hon Hai shares in Sharp, it will benefit. Guangyangke is the supplier of IGZO target for Sharp and AUO. AUO is also introducing IGZO in an attempt to grab the apple pie. Due to the high brightness requirements of the retina panel, it is necessary to use high efficiency or more LED dies to drive more demand for LED plants such as Jingdian, Yuyuan and Dongbei.
Apple's trend in Samsung and panel products to Samsung has become obvious. For example, in the semiconductor segment, Apple has purchased operational memory from Toshiba and Elpida, and Lee has benefited. The iPhone central processing unit (CPU), originally produced by Samsung, Apple is negotiating with TSMC, hoping that the new generation of CPUs can be transferred to a single power.
The supply chain has been released, and the new MacBook Pro has a shipment target of 17 million to 18 million units. More optimistic legal person believes that in 2012, Apple's notebook power shipments are expected to challenge 20 million units, an annual increase of 50%, driving the relevant supply chain Guangda, Hongzhun, can become operational heat.
The new retina panel is fully introduced into the metal oxide semiconductor (IGZO) process, and Sharp is rapidly introducing IGZO in the 8th and 10th generation plants. As Hon Hai shares in Sharp, it will benefit. Guangyangke is the supplier of IGZO target for Sharp and AUO. AUO is also introducing IGZO in an attempt to grab the apple pie. Due to the high brightness requirements of the retina panel, it is necessary to use high efficiency or more LED dies to drive more demand for LED plants such as Jingdian, Yuyuan and Dongbei.
Apple's trend in Samsung and panel products to Samsung has become obvious. For example, in the semiconductor segment, Apple has purchased operational memory from Toshiba and Elpida, and Lee has benefited. The iPhone central processing unit (CPU), originally produced by Samsung, Apple is negotiating with TSMC, hoping that the new generation of CPUs can be transferred to a single power.
The supply chain has been released, and the new MacBook Pro has a shipment target of 17 million to 18 million units. More optimistic legal person believes that in 2012, Apple's notebook power shipments are expected to challenge 20 million units, an annual increase of 50%, driving the relevant supply chain Guangda, Hongzhun, can become operational heat.
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