Apple has reportedly inked a deal with a third supplier of touchscreen sensors for its iPad 2 as rumors of "second-rate" computer parts hitting the Asian supply chain surfaced among Taiwanese component makers on Tuesday.
Foxconn Technology Group affiliate Chimei Innolux will start supplying Apple with iPad 2 touchscreen sensors in May, Bloomberg reported, citing "people familiar with the matter."
Taiwan-based TPK and Wintek will remain as suppliers of Touch Screen sensors to Apple, the wire service reported. Foxconn, also headquartered in Taiwan, assembles the iPad and iPhone for Apple.
A Chimei Innolux spokesperson said the Foxconn affiliate expects to offer its touchscreen sensors to "major customers" but declined to comment on a deal with Apple, according to Bloomberg.
Meanwhile, a components shortage caused by the aftermath of the March 11 Japanese earthquake and tsunami has led to the delivery of "second-rate" computer parts in parts of the supply chain,according to DigiTimes.
Some upstream suppliers of chemical raw materials and parts such as capacitors and power supply components have delivered inferior product to clients of late, the Taiwanese technology journal quoted unnamed sources as saying.
The delivery of inferior and defective PC parts has been "a constant problem and has been for decades," said Jon Peddie, president of Jon Peddie Research.
"There was a crisis a few years back with inferior capacitors failing and wiping out Toshiba pa3534u-1bas battery,Hp pavilion dv6 battery motherboards and graphics boards," he said.
In the face of the current product quality situation, downstream component players have been increasingly using cash to stock up on inventory and securing more supplier sources, according to DigiTimes.
The rumored delivery of second-rate product has affected the mainstream PC supply chain and no mention was made by DigiTimes' sources of problems with components for devices like media tablets and smartphones.
Apple’s Japanese suppliers are delivering.
On that final point, Cook said:
Regarding our global supply chain, as a result of outstanding teamwork and unprecedented resilience of our partners, we did not have any supply or cost impact in our fiscal Q2 as a result of the tragedy, and we currently do not anticipate any material supplier cost impact in our fiscal Q3. To provide a bit more color on this, we source hundreds, literally hundreds, of items from Japan, and they range from components such as LCDs, optical drives, NAND flash and DRAM, to base materials such as resins, coatings, and foil that are part of the production process of several layers back in the supply chain. The earthquake and subsequent tsunami and the associated nuclear crisis caused disruption for many of these suppliers. And many unaffected suppliers have been impacted by power interruptions. But since the disaster, Apple employees have literally been working around the clock with our supplier partners in Japan and have been able to implement a number of contingency plans. Our preference from the beginning of this tragedy has been to remain with our long-term partners in Japan, and I have to say they have displayed an incredible resilience that I’ve personally never seen before in the aftermath of this disaster. So, while we do not anticipate — currently anticipate any material impact to our component supply or costs in our fiscal Q3, we do need to caution everyone that this situation remains unpredictable given recent aftershocks, the uncertainty about the nuclear plant, and potential power interruptions. Further, there are some supply risks that are beyond the current quarter. And although we know of no issue today that we view as unsolvable, the situation is still uncertain and there’s obviously no guarantees. For this reason, it’s difficult to predict whether the issues created by the tragedy would impact revenues beyond Q3. However, I’ll be happy to address Dell inspiron 6400 battery,Dell latitude d820 battery Q4 on our next call in July.
Instead, Apple's reported addition of a third touchscreen sensor supplier may be attributable torevised analyst forecasts and bullishness in the market for better-than-expected shipments of the iPad in 2011.
Meanwhile, Seagate executives discussing a proposed $1.375-billion acquisition of Samsung's hard drive business Tuesday said current constraints on disk-drive supply were due to "pure demand," with little impact from the Japanese earthquake.
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