Chimei Innolux to Ship Over 1 M. iPad 2 Panels Monthly in 2nd Half

Aug 23, 2011 Ι Industry In-Focus Ι Electronics and Computers Ι By Quincy Liang, CENS
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Taipei, Aug. 23, 2011 (CENS)--Chimei Innolux Corp., leading manufacturer of thin film transistor-liquid crystal display (TFT-LCD) panels in Taiwan, shipped about 450,000 iPad 2 panels in July, with such volume expected to exceed one million units in the second half, according to industry sources.

Thanks to Chimei Innolux's increasing tablet-panel shipments, the sources added, Coretronic Corp., major backlight-module supplier, will also benefit in the second half.

Chimei Innolux refused to name customers but stressed that its IPS (In-Plane Switching) technology can be applied to tablet panel products. Currently, Chimei Innolux is making IPS on a 5th-generaiton (5G) line, and will maintain flexibility in both technology and capacity as necessary.

Chimei Innolux became Apple certified in 2010 but did not kick off big-volume shipments of iPad 2 in the first half due to relatively low yield rate and iPad 2's unstable delivery (due to supply-chain problems). In the first six months, Chimei Innolux was the third-largest panel supplier for iPad 2, following LG Display and Samsung of Korea.

Industry sources said that Apple shifted some orders placed to LGD to Samsung and Chimei Innolux, leading to clear rise in the latter's iPad 2 panel shipments from 145,000 units in June to 450,000 in July. LGD's iPad 2-panel delivery in June declined to 2.6 million units from about 2.9 million units in June, while Samsung's rose to 2.4 million in July from 1.8 million in previous month.

Chimei Innolux reportedly has passed Apple's iPad 3 certifications and modified equipment at its three 5G panel factories. Currently, about 20% of Chimei Innolux's 5G capacity, or more than 80,000 substrates per month, can produce IPS-technology panels, equal to about 1.4 million IPS panels at the average yield rate of 60% to 70%.
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