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Reuters: 4.7" iPhone LCD production on tap, 5.5" model could be delayed

  • Reuters' Tokyo bureau reports Japan Display will begin making LCDs for a 4.7" iPhone (AAPL +0.3%) as soon as May, and that Sharp and LG Display (LPL +1.3%) are set to begin around June.
  • However, production of displays for a 5.5" model is "expected to start several months later," due to challenges in producing in-cell touch sensors (used in recent iPhones) for the displays.
  • The Nikkei reported last week Sharp will be ramping iPhone 6 LCD production as soon as Q2, and that two larger models are likely. Before that, the WSJ reported two larger iPhones are on tap, and that the smaller model is further along in development.
  • Samsung, which has dominated the high-end phablet market to date, launched the Galaxy Note 3 in September last year.
Comments (13)
  • donjean2
    , contributor
    Comments (27) | Send Message
     
    Apple is behind the competition instead of leading. Anyone can see that they needed a bigger i Phone because the expanded storage and higher speed chips demands a larger screen. Its silly to have all that compute power and not be able to use it because one cannot see the computations. The board and CEO are not asking the correct questions. Get rid of some board members for a start.
    1 Apr, 01:03 PM Reply Like
  • User7766461
    , contributor
    Comments (150) | Send Message
     
    What does compute power have to do with screen size? The newest titan supercomputer is capable of making 20,000 trillion calculations per second. Are you saying that unless the Oak Ridge Leadership Computing Facility projects the outcome of those calculations onto a display the size of the state of New Hampshire all that computing power is wasted?

     

    Oh... and you know what questions the board and CEO are asking, right? Enlighten us please?
    1 Apr, 01:04 PM Reply Like
  • db313706
    , contributor
    Comments (213) | Send Message
     
    The components and phone attributes you describe are in no way related to display dimensions. Why would Apple want anyone to see their computations anyhow? I've little doubt most people would draw a blank if they encountered Terminal-like applications or managed to root into iOS source.

     

    May be wise to better understand the products before putting skin in the game. Best of luck.
    1 Apr, 01:47 PM Reply Like
  • Doc's Trading
    , contributor
    Comments (1094) | Send Message
     
    AAPL...Tech update: Stock is underperforming and very neutral at this moment. She does have a reverse head and shoulder formation of sorts, hoever the volume in the formation leaves much to be desired.
    A close above 541.10 equals a stop buy. A close of 552.10 dictates a double up your long position.
    Sell stop should be placed at 535.90 after stock closes above 542.10. The 552.10 closing buy stop equates to a measured move of 593-595.
    more later....
    1 Apr, 01:06 PM Reply Like
  • DanoX
    , contributor
    Comments (2647) | Send Message
     
    Apple behind yea sure, stay on top of that Google vaporware.

     

    http://bit.ly/1lxE7EI
    1 Apr, 01:24 PM Reply Like
  • Hank890
    , contributor
    Comments (1081) | Send Message
     
    The overwhelming majority of current iPhone users in the US and a few other developed markets do not want or need a larger screen on their mobile phone. They already own tablets or laptops, and their phone is most useful in a SMALLER formfactor,...not larger.

     

    In less-developed markets the desirability of the larger screen appears higher among potential customers who can only afford a single inexpensive digital device.
    1 Apr, 02:46 PM Reply Like
  • User7766461
    , contributor
    Comments (150) | Send Message
     
    "The overwhelming majority of current iPhone users in the US and a few other developed markets do not want or need a larger screen on their mobile phone."

     

    Is this statement based on empirical data? Or do you actually have no idea what the overwhelming majority of current iphone users in the US and a few other developed markets want or need?
    1 Apr, 03:26 PM Reply Like
  • MajorDude
    , contributor
    Comments (252) | Send Message
     
    The overwhelming number of wireless phones that are sold have small screens.

     

    Apple sold 51 million iPhone 5s and 5c models last quarter in spite of the current screen size.

     

    This is not to say that larger size screens are not desirable - but there is a trade off between convenience/mobility and size/price.

     

    Larger screens have been available for some time - obviously since the iPad and iPad mini have been big sellers for years.

     

    Apple clearly believes (or believed) that the market for a larger screen was limited. The Samsung Galaxy 5 has found mixed success.

     

    My subway research indicates more larger screen models appearing - but not a majority by any stretch of the imagination.

     

    What I would love to see from Apple (or anybody) is a multimodal phone number - in other words, you could use your small iPhone, a larger iPhone, an iPad Mini or an iPad Air as your phone - all linked to the same number. You take the device you need at any given time but always have the same number. That would be a game changer.
    1 Apr, 04:04 PM Reply Like
  • User7766461
    , contributor
    Comments (150) | Send Message
     
    "Apple sold 51 million iPhone 5s and 5c models last quarter in spite of the current screen size."

     

    Sure, but this does not address whether or not the majority of those 51 million customers would have paid a premium for a larger device. Nor does it address the potential opportunity to poach sales from 5+" android phones.

     

    The Galaxy S5 has not been released yet, so its success is yet to be determined. and the S4 is probably still the #1 selling non-apple smartphone, (couldn't find a recent report) a full year after its release. How is holding the title of #1 adroid phone not a success? Dont get me wrong, i do not like the phone, but it is successful.

     

    "What I would love to see from Apple (or anybody) is a multimodal phone number - in other words, you could use your small iPhone, a larger iPhone, an iPad Mini or an iPad Air as your phone - all linked to the same number. You take the device you need at any given time but always have the same number. That would be a game changer."

     

    How game changing would that really be though? I have an iphone and two ipads that are all linked to the same id. I can email, face time, iMessage, and access a variety of other apps seamlessly across multiple devices. The only thing i cant do is make or recieve a phone call from my ipad. Is having the ability to make a phone call versus email/facetime/imessag... really going to change the game?
    1 Apr, 04:37 PM Reply Like
  • scott trader
    , contributor
    Comments (4782) | Send Message
     
    Kids love larger screen phones .....I personally like a smaller phone....but then an iPad is never too far away...btw iPhone great camera... The camera one less device I ever have to carry....
    1 Apr, 02:55 PM Reply Like
  • AppleTops
    , contributor
    Comments (12) | Send Message
     
    User7766461- is that you Timber?
    1 Apr, 06:38 PM Reply Like
  • User 7100691
    , contributor
    Comments (4) | Send Message
     
    People never look back once they have switched/ upgraded to a larger phone. Like you will never go back down/ smaller once you have owned a 50+ inch TV!
    2 Apr, 02:28 AM Reply Like
  • Doc's Trading
    , contributor
    Comments (1094) | Send Message
     
    Technical update..AAPL... Despite 541.10 stop being touched yesterday..advise raising stop to 538.90 from the 535 area. Volume pattern so far on today's potential reversal action much too light...
    more later...
    2 Apr, 12:11 PM Reply Like
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