Sales of Apple’s iPad device will certainly grow in 2011 according to a report from DigiTimes. So it will need more screens. LG Display could receive orders for 35 million iPad panels from Apple in 2011, with Samsung and Chimei Innolux (CMI), who are scheduled to join Apple’s iPad supply chain in the first quarter of 2011, each possibly receiving orders for as many as 15 million units.
Apple’s 9.7 inch screen is making it difficult for competitors to match and the iPad’s screen size will likely lower component pricing in a way that only benefits Apple. This forces competitors to design and build 5 and 7 inch screens that don’t benefit from the scale of Apple’s high volume sales.