- 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.