Topeka Capital Markets analyst Brian White lately issued a brand new research word highlighting a steep drop in gross sales at Wintek, Apple’s long-time provide chain accomplice excited about production of display contact panels for iOS units. according to the document, Wintek has skilled one among its steepest declines in shipments on file, but somewhat than suggesting that the decline is because of general weakness in Apple products, White believes that it’s evidence of Apple shifting to in-cell contact sensing technology in its subsequent-era merchandise.
This morning, Wintek stated consolidated June gross sales of NT$5.22 billion, down 33.6% mother and much worse than the common mom June gross sales elevate of 1% over the past seven years. according to our information, this appears to be the most important mom gross sales drop for Wintek for the reason that later part of 2008 and one of the most vital drops now we have on report (back to 2005). we would not overreact to the weak spot at Wintek because it pertains to Apple as a result of we believe Wintek could also be dropping market share in key next technology Apple merchandise and subsequently ramping down sure programs.
White notes that Wintek used to be prior to now estimated as producing over 50% of complete sales from Apple, but that its function in Apple’s provide chain is slipping amid the transition to new technologies.
Rumors of a shift to in-cell expertise, which might allow for thinner displays, surfaced in April with signals that it could benefit better display producers like Sony, Sharp, and Toshiba. Smaller players like Wintek that have specialized within the current on-cell contact panel implementations would likely see their roles lowered, and White believes that that affect is already being felt at Wintek.
KGI Securities analyst Ming-Chi Kuo issued a report in late April estimating that a shift from on-cell technology to in-cell expertise may permit Apple to shave as much as 0.5 mm from the thickness of the subsequent-technology iPhone. Altogether, Kuo expects that Apple will searching for to embody thinner shows, thinner again instances fabricated from metallic instead of glass, and thinner batteries made possible through spreading out inside a larger form factor as a technique reduce the thickness of the iPhone through nearly 1.5 mm.
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