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DisplaySearch expects shipments of 9.7-inch display panels for iPads (a rough proxy for an...

DisplaySearch expects shipments of 9.7-inch display panels for iPads (a rough proxy for an estimate of actual iPad production) will rise 35% Y/Y in 2012, to 65M units. This should be doubly positive for expected iPad 3 display suppliers LG Display (LPL), Samsung (SSNLF.PK), and Sharp (SHCAY.PK), given Apple's (AAPL) reported plans to use costlier, higher-resolution display panels.
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