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  • Display Manufacturers Invest Into IGZO Capacity for a bid to Win Apple's Business

    Korean manufacturers Samsung and LG Display are looking to make investments designed to increase their production capacity in a bid to win Apple’s business as speculators continue to state that Apple is likely to choose IGZO-based display panels for its so-called 12.9-inch “iPad Pro.” According to ETNews, LG Display has reportedly begun tooling for an 8th-generation IGZO plant in Paju, Gyeonggi province. The facility would produce up to 21,000 2,200 millimeter by 2,500 millimeter glass-backed IGZO sheets each month.

    Each expansion would increase LG Display’s total IGZO capacity from 9,000 sheets to 30,000 sheets each month. Critically this expansion may not be complete until mid-2016 while Apple is expected to launch its larger-sized iPad later this year. A well-informed LG Display related official told the publication the following regarding the matter:

    Investment to produce 30,000 sheets next year's second quarter have started. Apple is creating iPads with 12.9 inch display, which shows they are increasing the panel size. And because so, we are planning in expanding production rate as well.
    Samsung appears to be in the middle of a similar expansion with the eventual goal of producing 60,000 1,100 millimeter by 1,300 millimeter sheets per month on its 5th-generation process by the end of 2015.

    As of right now, the Cupertino California company is believed to favor a three-headed supply chain for its IGZO panels. The supply chain lineup is to be provided by LG Display, Samsung and Sharp. Apple’s move to IGZO displays has been one that has been long-rumored. Although the solution is one that seems to work, the Cupertino California company seems to be placing big bites on LTPS technology which is used in the current-gen iPhones and iPads. Japan Display’s new $1.4 billion LTPS plant will now be largely financed by an Apple prepayment, which helps to secure exclusive access to the factory’s output. The Cupertino California company is thought to have cut a similar deal for the LTPS retrofit of Sharp’s Kameyama No. 1 facility.

    We’ll have to wait and see what Apple ends up doing.

    Source: ETNews
    This article was originally published in forum thread: Display Manufacturers Invest Into IGZO Capacity for a bid to Win Apple's Business started by Akshay Masand View original post