And Apple Apple in the global
tablet PC market leadership position also is still being agree. Next there may
be smaller in the second half of iPad Mini launched. For the water business
opportunities, panel, touch module, a backlight module manufacturers all sharpen
one's knife, go all out. However, at present the iPad mini panel technology and
related supplier.
Tablet PC undoubtedly is still
2012 electronic components industry nowadays a place of strategic importance.
And Apple Apple in the global tablet PC market leadership position also is
still being agree. In addition to the old one iPad 2
in the first half of 2012 continuous on market sales, New New
iPad has also listed in March 2012. Next there may be smaller in the second
half of iPad Mini launched. For the water business opportunities, panel, touch
module, a backlight module manufacturers all sharpen one's knife, go all out.
However, at present the iPad mini panel technology and related supplier,
although has been floating on the table, contact controlling module part, but
seem to have variable.
Gaiden main system for Apple
(Apple) in order to consider let (iPad Mini) products more frivolous, may
import have different from traditional double glass structure of other types of
touch module, for example, film type touch module, or monolithic touch module,
etc., but the actual situation how, is still unknown. It is touch module
technology if there is a change, whether it will affect the original iPad touch
module manufacturers supply chain structure and supply specific gravity, it is
worth to observe.
The first generation of early
iPad products, mainly touch module suppliers only TPK Chen hon and - China, but
iPad 2 after launch, the main iPad touch panel module suppliers, in addition to
TPK Chen hon, wins outside China, the singular beauty electric joined among
them. Although chi mei electric years in iPad panel (tft-lcd) sinking in the
supply chain, supply instability, New iPad panel supply even out, but in iPad
touch module in the supply chain has made a certain proportion of supply. The
manufacturer for the above touch module factory accounted for the proportion of
the supply of iPad apple, and estimation value each have different, are roughly
TPK Chen hon accounted for more than 4-5 into, wins of China than about 3-4
into, chi mei electric may nearly 2 into.
But if you just touch module
technology perspective, and iPad the use of tft-lcd LCD panel (resolution
continuous upgrade) different is, touch module from the first generation iPad,
to iPad 2, and even New iPad, in the technical level almost no significant
differences. Therefore, the touch control module for suppliers, there would be
no technique sill connection problems. This is also causes the glass touch
module of price competition is one of the factors.
According to each market research
institute predicted that the 2012 global tablet PC shipments have the chance to
reach 90 million units to 100 million table scale, will be more than 2011 only
more than 6000 Taiwan, greatly increased by 40% - 50%. Among them, the iPad
Apple Apple in the 2012 tablet PC market will still the mainstream status.
Although the New edition of Apple
New iPad has released, but, at present iPad 2 products continue on market
sales, but also because iPad 2 price and New iPad difference of $100, for
iPad/tablet PC first purchase for the family, is still attractive. In
accordance with the supply chain inventory level speculation, it is generally
thought that, iPad 2 delivery situation may in 2012 in the second quarter, the third bottom end of
season. The next will be to New iPad for main, and New iPad Mini (7.85 inches)
out may follow.
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