A report last December had come out of the country of Japan which had claims that Toshiba and Apple were going to invest USD 1 billion in an upcoming new LCD factory which will produce iPhone displays. A couple of days after that an almost same rumor came up which involved Sharp, which led to confusion and even more speculation over the claim and there were debates on the possibility of an error on whether Apple pursued this major investment involving both companies or not.
In January things became a little more clear when came the Apple announcement as a part of its earnings conferencing call that the company made an investment of USD 3.9 billion in long-term strategic investments involving three companies to secure components in a time-span of two years. We had to conclude that the nature of the investment most probably involved the displays of iPhones, and that the Toshiba and the Sharp deals appeared to encompass a majority share of investment that has been carried out by Apple.
In April information was received by us that Sharp was going to be involved in the supply of displays for the sixth-generation iPhone, which we have presumed is set to be released in 2012. The newer p-Si (poly-silicon) displays will reportedly use electrical components which will be embedded into their glass surface, involving for even lighter and even thinner displays.
According to very recent information, it is not reported that Apple is planning for investment in a Sharp Corporation factory which it hopes will secure supplies of screens of LCD for its iPads and its iPhones. This has triggered expectations that Apple might increase orders to Japanese manufactures of parts. The move comes at a time as Apple and a key supplier of its parts Samsung are battling in courts disputing over patents.
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