The consensus among Apple (NASDAQ:AAPL) analysts seems to be that the company is in store for a soft second quarter followed by a strong second half of the year. One of the primary reasons for this is the timetable for new product launches, with the next iteration of the iPhone and a new generation of the iPad widely expected in the third quarter.
While editing its all-star lineup would be good for sales, a true boon would come with a new player. As the rumor mill churns, several candidates have been indicated, with some sort of wearable tech or a smart television floating to the top of the list. Hype surrounding a hypothetical iWatch or iTV simmered down recently as investors celebrated the anniversary of the reinstatement of Apple’s dividend.
However, high hopes that some more of the company’s cash hoard would be redistributed have been deferred to a later date, and supplier checks are once again taking the spotlight. Most recently, these checks indicate that consumers could see one of these products launched within a year…
Industry supply-chain sources tell DigiTimes that Apple and Foxconn have been “in discussions for quite some time in terms of the TV’s mass production schedule, but that Apple has been considering where panel supply for the TV will come from.”
At issue is whether or not panel suppliers — largely based in Taiwan and effectively swamped with demand from China — will be able to produce the Ultra HD (3840 by 2160) screens that the iTV is rumored to boast. The sources note that a late 2013 launch is possible, but an early 2014 launch is more likely. Apple is reportedly banking on LG Display (NYSE:LPL) to produce the screens in the second half of the year.
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