Slumping Sales at Apple Touch Panel Partner Wintek Interpreted as Sign of In-Cell Adoption

topeka capital markets analyst brian white today issued new research note highlighting steep drop in sales @ wintek, apple's long-time supply chain partner involved in production of display touch panels ios devices. according report, wintek has experienced 1 of steepest declines in shipments on record, rather suggesting decline due overall weakness in apple products, white believes evidence of apple moving in-cell touch sensing technology in next-generation products.

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this morning, wintek reported consolidated june sales of nt$5.22 billion, down 33.6% mom , worse average mom june sales increase of 1% on past 7 years. based on our records, appears biggest mom sales drop wintek since later part of 2008 , 1 of significant drops have on record (back 2005). not overreact weakness @ wintek relates apple because believe wintek may losing market share in key next generation apple products , therefore ramping down programs.

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white notes wintek estimated generating on 50% of total sales apple, role in apple's supply chain slipping amid transition new technologies.

rumors of shift in-cell technology, allow thinner displays, surfaced in april indications benefit larger display manufacturers sony, sharp, , toshiba. smaller players wintek have specialized in current on-cell touch panel implementations see roles reduced, , white believes that impact being felt @ wintek.

kgi securities analyst ming-chi kuo issued report in late april estimating shift on-cell technology in-cell technology allow apple shave 0.5 mm thickness of next-generation iphone. altogether, kuo expects apple seek embrace thinner displays, thinner cases made of metal instead of glass, , thinner batteries made possible spreading out within larger form factor way reduce thickness of iphone 1.5 mm.

article link: slumping sales @ apple touch panel partner wintek interpreted sign of in-cell adoption

 

nice...but not wintek

 

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