TPK gains, Wintek, Sintek lose
Recent problems with Wintek touchpanels are creating ripple effects throughout the Taiwanese touchpanel industry, say industry sources contacted by Digitimes. Because of the trouble, Apple -- a key Wintek client -- is said to have have rearranged panel orders among other suppliers. The major beneficiary has allegedly been TPK, which saw revenue jump 53.7 percent month-over-month in September, or 139.7 percent year-over-year.
About 5 million iPad 2 touch panels due in July
Apple may be planning a larger production ramp than first thought for the iPad 2 this summer. Part supplier leaks Tuesday have the company's combined partners shipping five million touch panels just in July. Digitimes' sources said that Apple had also moved five million in June, making it likely the company is shipping as many or more during the holidays.
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.
Suppliers to ship for 2nd-gen iPad in early 2011
Touchscreen part suppliers were said this evening to be validating their processes for the next full-size iPad. Cando, Chimei Innolux, TPK and Wintek are all supposedly having "ultra-thin," 9.7-inch glass touch panels tested for the Apple tablet before they can enter full production. The Digitimes contacts expected the parts to ship at the very start of 2011 for a launch sometime in the early part of that same year.
Cando hired to keep iPad touch layers in supply
Signs that Apple is claimed to be coming onboard to handle the workload. The AUO sub-label has reportedly been asked to make some of the touch input layers for the iPad starting from either this month or October. Digitimes understands that its new 4.5th-generation factory can cut as many as 1,000,000 iPad touch sensors a month; most of the factory would be dedicated to the Apple deal.