Apple Making Big Changes Regarding Samsung in iPad Panel Orders
Apple is jostling around its massive orders for iPad panels according to a new report out of the far east this morning.
Per the supply chain chatter making some noise Friday, Apple is significantly cutting the iPad screen shipments it receives from rival Samsung as the iDevice maker rapidly shifts its business to the panels made by the likes of LG and Sharp.
"As Apple is revising the new iPad and plans to launch a new version of iPad, the vendor is expected to adjust inventory level of iPad panels, with shipments decreasing in July and August and then increasing in September," knowledgeable sources tell Digitimes.
Perhaps it's no coincidence that news of Apple's reduced reliance upon Samsung comes as Apple and Samsung are locked in an epic legal battle that has both sides warring to an unprecedented degree. The courtroom acrimony has clearly spilled over into the supply chain. And LG and Sharp look to benefit from this reality.