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发帖数: 16371 | 1 A Supply Bottleneck Hurts iPhone 5 Sales
By Christopher Witrak Sep 25, 2012 2:30 pm
All three screen suppliers report problems and delays.
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MINYANVILLE ORIGINAL Apple (NASDAQ:AAPL) reported yesterday that it sold
five million iPhone 5s during its launch weekend. While this number broke
records for the company, it still fell short of the most analysts' estimates
, which ranged between six million and 10 million phones. Many analysts
speculate that Apple's supply constraints contributed significantly to the
miss in sales. Bloomberg confirmed this belief today, reporting that the
iPhone 5’s new in-cell screen technology has proved difficult to produce
for Apple's supply partners.
LG Display (NYSE:LPL) and Japan Display both produce the screen, which
combines the display and the touch censor into a single part. According to
Barclays, Apple also hired Sharp (PINK:SHCAY), Japan’s largest maker of
liquid-crystal displays, to expand its list of suppliers and meet demand for
the phone. However, all three have struggled to produce the screens. Sharp
has encountered the most difficulty and failed to produce screens before the
phone's launch. It had troubling reducing the defects in screens that use
the touchscreen technology.
Smarthouse.com highlighted the lack of supply, reporting that those who
damage their screens will have to wait until Christmas for a new one or pay
$220 for another screen due to the limited supply. Ben Reitzes of Barclays
stated that 10 million units of in-cell panels will have been produced by
the end of the third quarter of this calendar year.
Read more: http://www.minyanville.com/sectors/technology/articles/AAPL-QCOM-BCS-SSNLF-SHCAY-Apple/9/25/2012/id/44399#ixzz27VlGtZLy |
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