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Apple has asked LG Display to urgently supply LCD panels for iPads, following a surge in orders for tablet PCs and laptop monitors in the wake of the global health crisis, reports Business Korea.

china-ipads-retail-store.jpg
Apple has recently asked LG Display to supply LCD panels for the iPad fast. LG Display is expected to start supplying them as early as June by operating the production lines at full throttle.
Apple originally cut orders for the second quarter of this year in anticipation of significantly reduced contraction in the market following the health crisis.

However, by March iPad stocks were reportedly running low in China, as parents bought them to help with e-learning at home in response to school closures.

In normal circumstances, this would be positive news for Apple, but with suppliers severely affected by the global health crisis, the company was unable to keep ??iPad?? stocks plentiful to meet the increased demand because of local labor shortages amid government-imposed lockdown restrictions.

Apple's request is unusual given that suppliers are typically given at least three months advance notice so they can source raw materials and manufacture products.

However, "Since BOE of China and Sharp of Japan are also major suppliers of panels for the Apple iPad, LG Display needs to respond quickly to Apple's request not to lose the order to its rivals," an industry insider told the paper.

Samsung Display is expected to provide nearly 80 percent of the OLED displays used in this year's "iPhone 12" lineup, while LG Display and BOE are expected to split the display supplies for the low-end 6.1-inch model, with LG supplying the vast majority with 18-23 million panels and BOE providing two million.

Article Link: Apple Asks LG Display for Urgent Supply of LCD Panels to Meet iPad Demand in Asia
 

sublunar

macrumors 68000
Jun 23, 2007
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Makes you wonder if the iMac was stood down from production because of the overall shortage of panels and manufacturing capacity.
 
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Abazigal

Contributor
Jul 18, 2011
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You win some and you lose some. Higher sales of iPads and Macs help compensate for lower sales of iPhones and AirPods. Apple also chose the right time to pivot into services, so it seems quite well-poised to ride out this pandemic.
 

Vasilisxd

macrumors member
Sep 4, 2018
55
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I have ordered the 12,9 - 256Gb since 12/5 here in Greece from the Official importer and still no news of availability.
 

Darth Tulhu

macrumors 68000
Apr 10, 2019
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I expect a ramp-up in sales now that trackpad support has FINALLY arrived.

But MAN, my agony over whether or not to get an iPad to replace my Macs continues.

I really want one, but another kink in the hose is backing the iPad up.

They're not as self-contained as they should be and you basically need a Mac (or PC) for offline backup, unless you do it via the files app, which doesn't seem ideal.

I really hope Apple fully makes these completely independent with iPadOS 14. This WWDC can't come soon enough.

The harder I look, the better (fit for me) the MBA seems.

I get the keyboard and trackpad for "free", more ports, output to multiple external monitors, far more OS flexibility, plug and play for almost everything, easy backup, plugs into my existing infrastructure with minimum effort.

Buuut, Catalina, no touchscreen, no pencil, the lesser performance, the INFERIOR screen, no handheld, heavier, less FUN...argh!!!

So, more RAM, ability to output to 2 monitors (natively without mirroring), and full Mac independence. The three missing links for me.

Maybe I'm just getting impatient because the iPad is so close. SO CLOSE. And I've been waiting for SO LONG!
 

twolf2919

macrumors 6502
Aug 26, 2014
310
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You win some and you lose some. Higher sales of iPads and Macs help compensate for lower sales of iPhones and AirPods. Apple also chose the right time to pivot into services, so it seems quite well-poised to ride out this pandemic.
Where did you get your information? AFAIK, AirPods are selling in record numbers and Mac sales are down (although not 100% sure about that).
 
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brinary001

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Sep 4, 2012
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You win some and you lose some. Higher sales of iPads and Macs help compensate for lower sales of iPhones and AirPods. Apple also chose the right time to pivot into services, so it seems quite well-poised to ride out this pandemic.
I've been thinking something similar lately. They don't seem to have even broken a sweat during all this. Doesn't mean the executive leadership isn't freaking out behind closed doors, but if they are they hide it well.
 

B.A.T

macrumors 6502a
Oct 16, 2009
763
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Clearly proof that they need to raise prices for iPads to bring that demand down for suppliers.
 

imnotthewalrus

macrumors 6502
Nov 20, 2015
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I hope that if LG responds to agreeing to “full throttle’ production that it doesn’t result in unfair labor practices. I realize this could be naive of me, but a guy can hope.
 

konqerror

macrumors 68020
Dec 31, 2013
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You win some and you lose some. Higher sales of iPads and Macs help compensate for lower sales of iPhones and AirPods. Apple also chose the right time to pivot into services, so it seems quite well-poised to ride out this pandemic.

Where did you get your information? AFAIK, AirPods are selling in record numbers and Mac sales are down (although not 100% sure about that).

In Western countries, people already had home computers and work laptops. The majority of the computers US companies buy for workers are laptops, not desktops. Here, there was a run on audio solutions for videoconferencing, like AirPods, and Amazon is still sold out of Logitech webcams. Similarly for home, every teen today has their own computer so there was virtually no rush on buying iPads or laptops for education.

The situation was different in Asian countries where work mobility wasn't popular and where most consumers relied on smartphones.
 

Relentless Power

macrumors Nehalem
Jul 12, 2016
36,020
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iPads are really perfect for remote learning, because they're mostly self-manageable. And they're cheap, relatively speaking. Why buy a crippled chromebook when you can get an iPad for a bit more? Sure it's 32GB, but it's fine for kids. And you can use it for other stuff, like Netflix and games.

Chromebooks have a fairly heavy grasp in the school district in my region, and I think partially that is because of the cheaper cost v.s the iPad. But I think the iPad offers more ‘versatility’ in terms of quality apps And overall longevity with updates. The iPad I definitely think is the ‘better buy’, and it has a long history of being a solid product, but it really comes down to the cost factor, which is why the Chromebook is exceedingly popular.
 

acorntoy

Contributor
May 25, 2010
1,854
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In Western countries, people already had home computers and work laptops. The majority of the computers US companies buy for workers are laptops, not desktops. Here, there was a run on audio solutions for videoconferencing, like AirPods, and Amazon is still sold out of Logitech webcams. Similarly for home, every teen today has their own computer so there was virtually no rush on buying iPads or laptops for education.

The situation was different in Asian countries where work mobility wasn't popular and where most consumers relied on smartphones.


Took two weeks for me to get my new iPad recently, obviously stock (for Pro model) in the states is at zero as well.

Lower priced models such as Air,Mini, and iPad are still plentiful which does suggest in the states people are not buying like crazy for education, but with the Pro it shows Apple is facing severe supply constraints when manufacturing new devices, they likely have a holdover of stock for the other models.
 
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malkovich87

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May 13, 2020
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Shrink those bezels some more. On all your devices. Get modern.

The iPad Pro 2018+ is a pretty darn modern device. The Macbook Pro 16 as well. The others will soon follow
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Imagine how many they would sell with a proper file system.

It‘s had a file system for 2 years now - not really Apple‘s fault if app devs don‘t support it or don‘t support it properly.
 
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DelayedGratificationGene

macrumors 6502
Jan 11, 2020
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Chromebooks have a fairly heavy grasp in the school district in my region, and I think partially that is because of the cheaper cost v.s the iPad. But I think the iPad offers more ‘versatility’ in terms of quality apps And overall longevity with updates. The iPad I definitely think is the ‘better buy’, and it has a long history of being a solid product, but it really comes down to the cost factor, which is why the Chromebook is exceedingly popular.
By me it’s the more affluent school districts with iPads and the less affluent with chromebooks. I wonder if the less affluent will soon be demanding ipads?
 

malkovich87

Suspended
May 13, 2020
157
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By me it’s the more affluent school districts with iPads and the less affluent with chromebooks. I wonder if the less affluent will soon be demanding ipads?

here it’s either the Surface Pro line or iPads. iPads are mich cheaper but don’t fit in very well with the very dominant Microsoft environments at schools
 

PickUrPoison

macrumors G3
Sep 12, 2017
8,131
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Sunnyvale, CA
here it’s either the Surface Pro line or iPads. iPads are mich cheaper but don’t fit in very well with the very dominant Microsoft environments at schools
In what country does Microsoft dominate at schools? Here in the US, Chrome has a large market share.

I’m not sure why schools would have any interest in running Windows. Back in the 2000s schools used to use Windows and kids would run run the old Office programs like Word, Excel and PowerPoint, but that’s pretty much history isn’t it?
 
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