According to KGI Securities analyst Ming-chi Kuo, Samsung was the sole supplier of Retina Display for Apple’s new iPad during the first quarter of the year. Although it is expected that LG Display will start providing high-resolution screens for the second quarter of 2012, it is likely that Samsung will still be the only iPad Retina Display supplier.
It’s Samsung and No One Else
Last month, Bloomberg reported that Samsung is the only company that will create a touchscreen high-resolution display for Apple’s new iPad. That is after LG Display and Sharp didn’t meet the company’s quality standards. Vinita Jakhanwal of iSuppli pointed out:
“The display specifications on the new iPad are very demanding in terms of the very high resolution. Achieving this high resolution without compromising on the power consumption and brightness and maintaining Apple’s quality standards are supposedly proving to be a challenge for LG Display and Sharp.”
LG and Sharp have been alleged to supply Retina Displays for Apple’s new iPad. It was originally reported that Sharp is pushing the latest tablet to feature their IGZO Technology. However, it is said that the technology failed to meet Apple’s standards.
The Cupertino-based company’s continued reliance on Samsung components are contradicting with their legal showdown. It should be recalled that both companies have filed over 30 lawsuits against one another, and the litigation now spans to ten countries.
Supply Constraints for Retina Display
Kuo stated that even though LG Displays enter the supply chain, Samsung will remain as the major supplier of Retina Display for the new iPad. The tablet’s high resolution screen is packed with more pixels than the standard 1080p high-definition television. It uses advanced technology like the Super High Aperture pixel design, which provides 264-per-inch pixel density.
While LG is expected to start providing screens for the new iPad this quarter, Sharp won’t be able to ship Retina Display at a normal rate until the third quarter of this year due to their IGZO Technology adoption.
The IGZO or Indium Gallium Zinc Oxide is a semiconducting material that can be used as a channel for a transparent thin-film transistor. It replaces the amorphous silicon found at the active layer of LCD screens, with 40-times higher electron mobility. It also allows either smaller pixels or higher reaction speed for a screen.
Constraint in Retina Display supply also resulted to the staggered availability of the new iPad. However, last week showed a sign of improvement, as Apple’s shipping time was reduced from seven days to five days.