DUBLIN--(BUSINESS WIRE)-- Research and Markets (http://www.researchandmarkets.com/research/7c93gp/auo_and_lgd_to) has announced the addition of the "AUO and LGD to Enter Small Volume Production for 7.85 iPad mini Panel in Late August" report to their offering.
We anticipate LG display and AUO to start 7.85 iPad mini panel production in late August with each around 50-100K units. In our estimates, iPad mini panel shipments for LGD and AUO are projected to ramp up to total -1.7M and -2.5M units in September and October respectively. Also, we forecast the entire panel production volumes could achieve at -11M units by the end of 2012. On the other hand, it looks like that Foxconn's allocation for iPad mini assembly orders continue to rise up to -70% recently. In our view, we forecast iPad mini supply from Foxconn and Pegatron to be total around 7-9M units.
Isaiah's Key Takeaways from our research:
1. 7.85 iPad mini panel production schedule seems to delay to late August.
2. Total iPad mini panel production shipments are projected to be -11M units.
3. Foxconn appears to be the major ODM supplier for iPad mini.
For more information visit http://www.researchandmarkets.com/research/7c93gp/auo_and_lgd_to
Source: Research and Markets