DUBLIN--(http://www.researchandmarkets.com/research/6qt5g9/7_85_ipad_mini) has announced the addition of the "7.85 iPad mini production forecast may potentially reach ~ 30M units in 2012" report to their offering.)--Research and Markets (
“7.85 iPad mini production forecast may potentially reach ~ 30M units in 2012”
We anticipate overall 7.85 iPad mini production forecast is likely to reach -30M units in 2012. Meanwhile, TPK and CMI are expected to be the major lamination makers with -17M and -13M units of production forecast respectively by the end of 2012. In our view, Japanese touch panel suppliers Nitto Denko and Nissha Printing are likely to benefit from this huge demand forecast upside. On the other hand, panel mass production schedule remains to be fixed in July'12 but total production volumes are projected to adjust up to -8-10M units in 3Q12. In that case, AUO may need to improve their yield rate to above 60% to ensure sufficient 7.85 panel supply in 3Q12.
Isaiah's Key Takeaways from Our Research:
1. Expecting 7.85 iPad mini production forecast to reach -30M units in 2012?
2. CMI is expected to acquire 7.85 iPad mini lamination business since 3Q12.
3. In-cell and thin-film type of touch panel technology expect to impact G/G type demand from 2H12.
For more information visit http://www.researchandmarkets.com/research/6qt5g9/7_85_ipad_mini