Apple Watch: Blame the Displays

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Barbara Jorgensen
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Apple watch
Barbara Jorgensen   3/21/2012 12:05:36 PM
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Bolaji--too true. That's the main reason any company that has Apple as a customer shouldn't miss production goals. It hasn't hurt the iPad, though, it is still selling like hotcakes (pun intended)

Bolaji Ojo
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Re: Samsung, Apple and displays
Bolaji Ojo   3/19/2012 2:28:55 PM
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Barbara, Part of the challenge suppliers must face is finding volume purchasers for the product. Apple is in a position where it can dominate its supply base because it is a volume buyer. Even if Samsung wants to sell to other companies there aren't that many other volume buyers like Apple around. Paradoxically, Samsung is one of the few companies that has the same volume requirement as Apple. Only a few other companies are out there.

Barbara Jorgensen
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Samsung, Apple and displays
Barbara Jorgensen   3/19/2012 10:53:08 AM
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Readers: I was curious about the display situation so I did some research: Retina ia an Apple trademark, so Apple licenses the manufacturing of the display. I was curious because, if Samsung owned the trademark, why doesn't Samsung capitalize on it? So the answer is Apple outsources to Samsung. It also looks like Samsung is the only producer right now manufacturing volume of the Retina. So this is really good for Samsung, as the display on the iPad is the single most expensive component on the evice. IHS iSuppli breaks down the iPad BOM under Latest Research on this page.

Himanshugupta
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Samsung vs Apple
Himanshugupta   3/19/2012 10:44:44 AM
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It is a case study in itself as how Samsung can keep its two frong strategy; on one hand it is one of the biggest challenger to Apple products and on the other hand the critical supplier. 

I do not know whether Samsung benefitted from being a supplier to Apple as it could get an advance knowledge to what Apple is doing next!

Jacob
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Re: AMOLED
Jacob   3/19/2012 7:27:47 AM
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I think Apple may equip with enough number of display panel stocks. Normally there is a large initial pull for almost all Apple products and the same may happen for IPad 3 also. My doubt is for a handy device like IPad, whether such high resolution display is required or not?.

t.alex
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Re: AMOLED
t.alex   3/18/2012 3:00:19 AM
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Yes, it is normal LCD business.

Nemos
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Behind the wall
Nemos   3/17/2012 6:53:15 PM
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"So it appears Apple didn't underestimate demand for the iPad. It underestimated its suppliers' production ability" It seems to be like that, although I have my doubts about it. It is the second time that this happening so it looks like a marketing trick rather an underestimate demand.

syedzunair
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Re: Apple watch
syedzunair   3/17/2012 10:30:18 AM
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<It is widely believed that at least part of this craze has been orchestrated by Apple, but I doubt we will ever know for sure>

Barbara, you are right. We might never know for sure. I think it doesn't seem logical for Apple to restrict supply intentionally. They already have high brand loyalty and most often than not their products do well on the market. With such consumer loyalty a brand would not limit supply intentionally as it will produce some unsatisfied customers. 

elctrnx_lyf
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Re: Displays
elctrnx_lyf   3/17/2012 1:35:40 AM
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Displays are certainly very challenging to manufacture considering the fact that any defects will immediately be seen through picture quality or through the life of display itself. Anyways I belive LG, Sharp and Samsung together could easily provide the apple with the required volumes of displays.

Barbara Jorgensen
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Displays
Barbara Jorgensen   3/16/2012 1:14:57 PM
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@SCOT: I believe Samsung is spinning off the LCD busiess but will continue to own it. I'm not sure if the Retina display, which is on the new iPad, is an OLED.  I know the Retina manufacturing technology has to be licensed and there aren't a lot of factories with the capability.

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