updated 12:10 pm EDT, Wed October 6, 2010
Quartz components buoy TXC
Apple is currently the dominant customer amongst Asian touch panel suppliers, a Digitimes report indicates. "Almost every" touch panel maker capable of mass production is said to be receiving orders from Apple; Wintek and TPK Touch in particular are said to be benefiting from strong iPad sales. Those companies along with Sintek and Cando are all gaining extra capacity this quarter, suggesting that Apple orders may prevent them from suffering a usual seasonal slump.
Shipments for tablets other than the iPad are so far said to be samll. Rather than reflecting poor demand, however, the problem is simply that while orders have been received, bulk shipments are not expected to begin in earnest until 2011. One of the only iPad rivals due on the market in the near future is the Samsung Galaxy Tab.
A relatively new addition to Apple's supplier roster, TXC, is meanwhile said to be riding high on sales of quartz components to the company. Even though it only joined the supply chain in the third quarter, TXC is already estimated to be deriving some 20 percent of its revenue from Apple orders. Aiding in the matter are orders from Qualcomm and Broadcom, which themselves are Apple suppliers.