DUBLIN--(BUSINESS WIRE)-- Research and Markets (http://www.researchandmarkets.com/research/3kncwr/7_google_nexus) has announced the addition of the "7 Google Nexus Panel Production Shipments are Projected to have Total 3M Units by the End of September" report to their offering.
Based on our forecast, major panel supplier CPT is projected to supply -600-700K units of 7 Google Nexus panel per month in 3Q12. We also anticipate HannStar to be the 2nd tier panel supplier starting from August. In our research, the estimated cost of 7 display module including FFS panel and OGS touch panel is in the range of $55-$60. In addition, the initial demand outlook appears to be strong and total forecast could achieve at -3M units by the end of September. However, we concern that upcoming 7 Kindle Fire 2 and 7.89 iPad mini products may cannibalize Google Nexus in 4Q12.
Isaiah's Key Takeaways from our research:
1. CPT appears to be the major 7 FFS (fringe field switching) panel supplier for Google Nexus.
2. Wintek and Cando are the key OGS (One Glass Solution) touch panel suppliers.
3. Expecting Google Nexus 7 demand to be sustainable in 4Q12?
For more information visit http://www.researchandmarkets.com/research/3kncwr/7_google_nexus
Source: Research and Markets