Sharp won the Apple iTV panel order, plans to start production in February 2012, Sharp set three i (iPhone, iPad, iTV) product panel orders in one, replacing Samsung to become Apple's most important panel supplier, Sharp Parts Factory Desk , the new century, Dongbei and Zhichao, etc., the outlook for the next year is optimistic.
The industry pointed out that after Apple ordered the iPhone and iPad panels to Sharp, it also made iTV panels for Sharp. Sharp plans to mass-produce iTV panels in February 2012. In 2012, iTV will be unveiled. According to industry insiders, iTV currently plans to be 32-inch and 37-inch in size, and will be produced on the Sharp Eighth Generation line. The iTV panel still uses LCD flat-view (IPS) technology, and the aperture ratio and brightness requirements are relatively high. Taiwan panel factory is still not working.
With the official launch of iTV, Sharp's Taiwanese component suppliers are also expected to follow suit. Take Taiwan Watch as an example, through Sharp's order for LED light strips for iPad 3, and the usage will increase from one to two. The amount of orders is doubled. The iTV has higher brightness requirements than the general LCD TV specifications, and it has positive help for the desk watch.
The new century is the LED epitaxial factory designated by Sharp LED TV. In the near future, Sharp has successively won orders for iPad and iTV panels. The future revenue contribution from Sharp is expected to be further improved.
Dongbei is the largest manufacturer of LED TVs. The main customers are Samsung, LG, and Sharp. Since 2012, Dongbei has received large orders from TPV, BOE, and TCL. Dongbei has six TV manufacturers with large LED backlight orders. The estimated revenue of LED TV backlights is as high as 5 billion, and the growth is high.
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