Display Panels Proving To Be Bottleneck In iPad mini Supplies

ipad miniWhile initial tear downs of the iPad mini revealed that the device came with a display manufactured by Samsung, DigiTimes says that LG Display and AU Optronics, not Samsung, are the main suppliers for the displays used in the device.

Citing “industry sources,” DigiTimes says that most iPad mini displays are coming from LG Display (LGD), with AU Optronics (AUO) suffering from low yield rates:

LGD and AUO have both been pinpointed as the main display suppliers for Apple’s iPad mini, which was announced in October, the sources indicated. About four million panels were shipped for the iPad mini in November, the sources said. And judging from shipments thus far, LGD is still supplying most of the panels for the iPad mini, the sources observed.

DigiTimes adds that “industry observers” have adjusted their estimated cumulative iPad mini shipments due to these supply issues, reducing it from 10 million to 6-8 million.

A growing concern amongst Apple investors, of late, has been the constrained supply of its devices, which prevent sales from going as high as the actual demand is. Apple recently seems to have struck the iPhone 5 off the constrained supply chart, and the iPad mini should be Apple’s next target.

Apple’s US online store shows the iPad mini’s ship time as two weeks, and the company hasn’t yet rolled out the device beyond the initial lot of 34 countries.

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