DUBLIN--(BUSINESS WIRE)--Research and Markets (http://www.researchandmarkets.com/research/p5rc98/auo_is_expected) has announced the addition of the "AUO is expected to enter mass production for 7.85 iPad mini panel in July'12" report to their offering.
It appears that AUO is using G5 plant (L5C) to produce 7.85 panel for iPad mini and overall build plans are projected to be around 7-8M units by the end of 2012. We anticipate future demand outlook of iPad mini to show a stronger momentum when Apple taps in education market with US government next year. At this point, AUO's total production capacity in L5C plant are estimated to be approximately 120-130K sheet per month. In our view, AUO is expected to kick off their panel mass production for 7.85 iPad mini in July'12. Initially, we believe that AUO is unlikely to enjoy a decent profit margin due to a lower yield rate and higher production cost in 3Q12.
Isaiah's Key Takeaways from Our Research:
1. AUO may suffer lower yield and higher cost for Apple's 7.85 iPad mini in 3Q12.
2. Apple is promoting 7.85 iPad mini with US government aimed for education market in 2013.
3. We reiterate that AUO to be the major panel supplier for Apple's 7.85 iPad mini.
For more information visit http://www.researchandmarkets.com/research/p5rc98/auo_is_expected