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.
Interest at Apple may persist
A vice president and spokesman for Sintek Photronics, Barry Wu, is now denying claims that the company is involved in producing panels for a touchscreen iMac. On October 1st, industry sources went on record suggesting that samples of panels had been sent to Apple. Sintek is manufacturing touch panels on its 5.3G line, said to be the "largest production line for projected capacitive touch panels in terms of substrate size."
Rumor has a third, touch iMac in store
A rumor floated by Taiwan's Commercial Times newspaper today claims Apple is developing its first touchscreen iMac. The new version would allegedly be a 22-inch model and would be separate from the 21.5-inch and 27-inch versions already on sale. Quanta would be responsible for the manufacturing, while Sintek Photronic would make the touch overlays for the screens.