Research and Markets: ipad 3 Panel Production Volumes Are Projected to Reach Total 14M Units in 2Q12

DUBLIN--(BUSINESS WIRE)-- Research and Markets ( has announced the addition of the "iPad 3 panel production volumes are projected to reach total 14M units in 2Q12" report to their offering.

Overall iPad 3 LCD panel shipments are expected to increase to -14M units in 2Q12 from 6-7M units in 1Q12. We believe that Sharp and LGD are ready to ramp up their iPad 3 panel productions starting from April. In contrast, we project that total iPad 2 panel shipments for LGD and CMI may reduce to -4-5M units in 2Q12. This suggests to us that iPad 2 productions are likely to phase out by the end of 2Q12. In our view, this is in line to our previous estimate of Foxconn's build plans of iPad 3's -13M units and iPad 2's 5-6M units in 2Q12.

Isaiah's Key Takeaways from our research:

1. iPad 3 panel supply constraint issue expects to be solved in 2Q12.

2. Expecting Samsung to aim for iPad3 panel supply with higher profit margin in 2Q12.

3. Will iPad2 model enter EOL (End of Life) by the end of 2Q12?

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Research and Markets
Laura Wood, Senior Manager.
U.S. Fax: 646-607-1907
Fax (outside U.S.): +353-1-481-1716
Sector: Computing and Technology

Source: Research and Markets