Apple furthers discussions over IGZO technology, say sources

Apple is reportedly further evaluating how much IGZO panel supply will be available in 2013 if it were to use the technology in its next generation iPad, iPad mini and iPhone products, according to industry sources.

The sources said Apple is in further discussions with Sharp over IGZO panel production capacity estimates for 2013 and is also inquiring about whether AU Optronics' (AUO) L5C line could be used to produce the technology.
Additionally, Innolux Corporation (formerly Chimei Innolux, or CMI) has reportedly been licensed by Sharp to use Sharp's IGZO technology on its 3G and 5G lines, which could mean that Innolux may enter Apple's supply chain in the future, added the sources.

Meanwhile, market observers said if Japan- and Korea-based panel makers are able to provide adequate IGZO panel capacity to Apple in 2013 for its future products then Korea-based panel makers' panel shipments are likely to decline during the period.

Data source: Rebecca Kuo, Tainan; Alex Wolfgram, DIGITIMES [Wednesday 26 December 2012]