Peter Misek, an analyst at Jefferies, recently came back from a sightsee to Japan. One of the critical stories is that Apple has invested a straight-faced expanse of cash, upwards of $1 billion, into manufacturing clobber for one of Sharp’s presentation factories. Why? Part of it is due to Apple deficient to come to a stop being so dependent on Samsung, who they study as a indecorous copycat competitor. The other intention is that Sharp and Apple have worked together to frame a new IGZO () based evince technology that will acknowledge them to make 330 pixel per inch screens at scale, which eliminates the distress to go with more valuable IPS LCD panels or thicker and more sway consuming dual LED backlighting solutions. IGZO lets Apple give up splendour je ne sais quoi that’s penurious to that of OLED, but for a cheaper price.
That doesn’t nasty Apple is ruling OLED out. On the contrary, Apple and Sharp are working on OLED panels that they’ll in the final analysis deviate to at some thought in either behindhand 2012 or during 2013. Back to that plant Apple just invested in, at start with it’ll be reach-me-down for iPad 3 displays, but ultimately it’ll make panels for the iPhone 5.
As for the iTV, Misek says that Apple may indubitably augur and distribute a television set during 2012. Said upshot will be called iTV and also use Sharp’s displays. Misek doesn’t understand how gigantic it’ll be, whether they’ll be multiple sizes, etc., but this is IntoMobile, so we very don’t distress about the idiot box. What’s prominent here is that the dirt about the factory, iTV, investing in manufacturing technology, may very sign the delivery of a relationship that gives Apple yet another competitive advantage.
Do any other lozenge or smartphone makers seat in the companies that build their displays? Samsung of course, LG, possibly even Sony, but who else?
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