Slumping Sales at Apple Touch Panel Partner Wintek Interpreted as Sign of In-Cell Adoption

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Jul 3, 2012.

  1. macrumors bot

    MacRumors

    Joined:
    Apr 12, 2001
    #1
    [​IMG]


    [​IMG]

    Topeka Capital Markets analyst Brian White today issued a new research note highlighting a steep drop in sales at Wintek, Apple's long-time supply chain partner involved in production of display touch panels for iOS devices. According to the report, Wintek has experienced one of its steepest declines in shipments on record, but rather than suggesting that the decline is due to overall weakness in Apple products, White believes that it is evidence of Apple moving to in-cell touch sensing technology in its next-generation products.
    White notes that Wintek was previously estimated as generating over 50% of total sales from Apple, but that its role in Apple's supply chain is slipping amid the transition to new technologies.

    Rumors of a shift to in-cell technology, which would allow for thinner displays, surfaced in April with indications that it would benefit larger display manufacturers like Sony, Sharp, and Toshiba. Smaller players like Wintek that have specialized in the current on-cell touch panel implementations would likely see their roles reduced, and White believes that that impact is already being felt at Wintek.

    KGI Securities analyst Ming-Chi Kuo issued a report in late April estimating that a shift from on-cell technology to in-cell technology could allow Apple to shave up to 0.5 mm from the thickness of the next-generation iPhone. Altogether, Kuo expects that Apple will seek to embrace thinner displays, thinner back cases made of metal instead of glass, and thinner batteries made possible by spreading out within a larger form factor as a way reduce the thickness of the iPhone by nearly 1.5 mm.

    Article Link: Slumping Sales at Apple Touch Panel Partner Wintek Interpreted as Sign of In-Cell Adoption
     
  2. KdParker, Jul 3, 2012
    Last edited: Jul 3, 2012

    macrumors 68040

    KdParker

    Joined:
    Oct 1, 2010
  3. macrumors 68040

    Mad Mac Maniac

    Joined:
    Oct 4, 2007
    Location:
    A little bit of here and a little bit of there.
  4. macrumors 6502

    Joined:
    Aug 28, 2003
    #4
    this is about 0.5 mm? I have been a big fan of thin, but this seems a bit extreme. I hope there are some other benefits other than 0.5 mm.
     
  5. macrumors regular

    Joined:
    Jul 29, 2008
    Location:
    Wales UK
    #5
    I dont see how a slump in sales now is a a result of a possible future adoption of a diferent technology ?
     
  6. macrumors regular

    macse30

    Joined:
    Jul 30, 2009
    #6
    Cool, now I can gain 0.5mm in waist size and nobody will notice.
     
  7. macrumors P6

    Peace

    Joined:
    Apr 1, 2005
    Location:
    Space--The ONLY Frontier
    #7
    It's because Apple orders these parts long before they are assembled then sold.
     
  8. ironpony, Jul 3, 2012
    Last edited: Jul 3, 2012

    macrumors member

    Joined:
    Oct 28, 2011
    #8
    Apple may be using the ___ ________.

    I'll retract this because some people might not like it??
     
  9. macrumors 6502

    Joined:
    Jun 28, 2010
    #9
    The closer you can get the screen to the surface of the glass the better it looks and feels when interacting with it. You feel like you are actually touching the screen. There were simliar improvements from the iPhone 3GS to 4, and recently the MBP Retina.
     
  10. macrumors 68020

    Joined:
    Nov 10, 2007
    #10
    I agree. And the thought of a total change in the composition of the product (glass to metal, etc.) to achieve 1.5mm is somewhat disturbing to me.

    Don't want to be alarmist, but one of the overarching themes at Apple during the current renessaince has been that Ives rules first, and the engineers had to adapt the technology to fit his style. Going from glass to metal seems like a nod to engineering over style, IMO.
     
  11. macrumors 65816

    east85

    Joined:
    Jun 24, 2010
    #11
    It's unnerving to see the smaller suppliers getting swept under by the bigger players, which are much more capable of developing and implementing cutting edge patents and the technology required to produce them. I suppose that is the nature of capitalism though, given the inherent need for efficient and competitive business structures. At least it will result in improvements on the consumer end (hopefully).
     
  12. macrumors 68040

    Joined:
    Feb 6, 2009
    #12
    A 0.5mm thinner part doesn't necessarily mean that the iPhone will be 0.5mm thinner because of it. That could be 0.5mm of extra battery thickness.
     
  13. macrumors 68000

    spiderman0616

    Joined:
    Aug 1, 2010
    #13
    Maybe we should reserve judgement on that until we actually SEE the next iPhone, which by the way, Steve Jobs himself worked on up until almost the day he died.

    Also, everyone is bitching up a blue streak about a .6 mm difference in thickness on the new iPad, so I would assume .5 mm difference in thickness will be a big deal to people. Don't ask me why.
     
  14. macrumors 6502a

    hobo.hopkins

    Joined:
    Jul 30, 2008
    #14
    A bit of reduction in several areas adds up. That can mean a thinner device or more room for a larger battery. The latter sounds best to me, but I'll take either.
     
  15. chrmjenkins, Jul 3, 2012
    Last edited: Jul 3, 2012

    macrumors 603

    chrmjenkins

    Joined:
    Oct 29, 2007
    Location:
    CA
    #15
    Yes, MS made a big deal about this with their surface tablets, so I suspect they've gone in-cell too. Hopefully Apple does this along with IGZO. I don't know the technologies to be incompatible.

    Also, gorilla glass 2 allows for thinner glass with same strength. So if apple were to combine these they could really thin the display down.
     
  16. macrumors 65816

    Joined:
    Aug 29, 2011
    Location:
    U.S.A.
    #16
    This is sad.

    ----------

    Higgs Boson? wtf?

    Oh noez! not science! Apple just uses it in every product that every article macrumors has ever written about.

    ----------

    I thought Apple assembled their stuff on demand? Job's biography said that...
     
  17. macrumors 603

    chrmjenkins

    Joined:
    Oct 29, 2007
    Location:
    CA
    #17
    They keep low inventory. They order parts in bulk ahead of time to strategically control their supply and keep prices low.
     
  18. macrumors 68020

    theBB

    Joined:
    Jan 3, 2006
    #18
    It does not matter when Apple makes the payment. Until the parts are actually delivered, the supplier cannot record it as a sale due to accounting rules.
     
  19. macrumors demi-god

    AustinIllini

    Joined:
    Oct 20, 2011
    Location:
    Austin, TX
    #19
    I read this. I believe it. It could be total BS but I buy it.
     
  20. macrumors P6

    Peace

    Joined:
    Apr 1, 2005
    Location:
    Space--The ONLY Frontier
    #20
    That means this time last year Wintek had already delivered the panels to Hon Hoi then.
     
  21. macrumors 68000

    kiljoy616

    Joined:
    Apr 17, 2008
    Location:
    USA
    #21
    Metal back, please say it is not so, I love glass its what makes the iPhone what it is, more metal not really as cool. :(
     
  22. macrumors 68020

    Joined:
    Dec 18, 2009
    #22
    It'll make it look better too since the image will look closer to the surface of the glass.

    But more importantly, less bezel is required for the LCD with this technology, which is a huge advantage for both iPhone with larger display and presumably the upcoming iPad mini as well.

    Yes and my guess is that it's probably a good indication that the iPhone 4S production is winding down. Yay for the new iPhone?
     
  23. macrumors 68000

    kiljoy616

    Joined:
    Apr 17, 2008
    Location:
    USA
    #23
    Same here, seems like some want an iPhone to go the way of Android look and feel, which would be a downfall for apple. Glass is what makes the iPhone different and estetically pleasing.
     
  24. macrumors 65816

    Joined:
    Feb 3, 2011
    Location:
    Canada
    #24
    yup!
     
  25. macrumors 68020

    Joined:
    Mar 11, 2009
    #25
    I think NFC and glass don't work together. Not for pure technical reason but practical.
     

Share This Page