TPK and Wintek to See Reduction in iPhone Touch Panel Shipments
TPK and Wintek will reportedly see their shipments of iPhone touch modules decline 15-20% in the second quarter, according to DigiTimes.
Apple is expected to adopt in-cell touch panels for its next generation iPhone. This results in the touch layer becoming part of the panel rather than an independent module. Thus, Apple will no longer be ordering touch modules from the companies for the upcoming new device.
Due to a stock-pile of iPhone 4S and the effect of deferred purchases at consumers, TPK expects its revenues to fall about 10% sequentially in the second quarter of 2012, the company said earlier. Meanwhile, Wintek has reported its revenues slid 11.4% on month to NT$9.29 billion (US$317.43 million) in April after its revenues hit a record high in March.
Combined shipments from TPK and Wintek in the second half of 2012 is estimated at one-third of shipments the two companies shipped in the first half.