02/17/2011, 09:52 AM
HP turning to smaller touch screen suppliers . Apple secures 60% global supply, causing competitors shortages. (Reasons of Summer TouchPad launch.)
A few weeks ago we all knew there was a component supply delay .
"HP Component shortage might delay a little full orders shipments for notebooks and webOS tablets PCs to early 2Q2011.
Quote1: CMOS sensors has been ubiquitous since January as smartphone and tablet PC makers.
Quote 2: will start shipping webOS tablet PCs in the second quarter of 2011
And we also knew Leo Apotheker said “the hardware is ready” to HP India employees.
The TouchPad hardware ready IMO was/is a batch of units for demos and internal development that stills in the way to have the webos 3.0 accurate and besides the basic apps on the launcher, actual apps that HP is giving time to developers until they resize them , according to this HP program for developers:
Making the Transition to webOS 2.0 and Beyond | Palm Developer Center Blog
However the component was not only the CMOS sensor. Now digitimes is reporting that Apple in 2010 caught the 60% of the world┤s panels production for 2011.
This Apple┤s strategy , to cut off the competition panels supply is in order to hold control over the capacity of major touch panel makers such as Wintek and TPK.
And with US-based RIM, Motorola and Hewlett-Packard (HP) also competing for related components, second-tier players are already out of the game, the sources noted.
However in our HP webOS TouchPad concern, HP started turning to smaller touch screen suppliers helping players such as Sintek Photronic, Egalax-empia Technology (EETI), AimCore Technology and J Touch to see increasing utilization.
Samsung Electronics and Acer are turning to those smaller suppliers, as well.
Samsung is now cooperating with Sintek in the touch screen production, to avoid shortages but causing it to other products vendors
The competition is not only for how software and hardware looks like for the consumer, but for hardware in this times, is about who place part and components orders to suppliers with calculated anticipation.
Solutions to avoid part and components shortages, just blow your mind and post on this forum.
Here the full report:
“Apple secures 60% of global touch panel capacity, causing tight supply
In order to achieve its internal goal of shipping 40 million iPad products in 2011, Apple has occupied close to 60% of the global touch panel capacity causing tight supply among Apple's competitors, according to sources from upstream component makers.
Sources from tablet PC makers also pointed out that the component shortage is causing their shipment volumes to be unable to catch up with their orders, especially for second-tier players. Touch panels are currently suffering the most serious shortage due to Apple holding control over the capacity of major touch panel makers such as Wintek and TPK, and with US-based RIM, Motorola and Hewlett-Packard (HP) also competing for related components, second-tier players are already out of the game, the sources noted.
The sources pointed out that glass capacitive touch panels are the part that the second-tier players are unable to acquire, although thin-film capacitive touch panel makers are already capable of making their products fit onto tablet PCs, since thin-film technology still has obvious differences in terms of durability and feel compared to glass technology, despite that thin-film panels will still see demand from smartphones, tablet PCs are expected to be dominated by glass panels.
Sources from iPad distributors pointed out that in 2010, Apple's order forecasts to its OEM partners were all high and the biggest problem on the supply side was not capacity, but low yields of touch panels.
In 2011, Apple's strategy of taking up most of the capacity should help the company quickly expand its sales, while reducing its competitors' shipment growth.
Several notebook brands such as Samsung Electronics, Acer and HP have all started turning to smaller touch screen suppliers helping players such as Sintek Photronic, Egalax-empia Technology (EETI), AimCore Technology and J Touch to see increasing utilization.
Samsung's recent cooperation with Sintek was also meant to secure related supplies to avoid shortages ruining the vendor's product plans.”
Apple secures 60% of global touch panel capacity, causing tight supply