Thursday, March 29, 2012
Foxconn Electronics (Hon Hai Precision Industry) to see its shipments of new iPads grow to12-15 million units in the second quarter compared to six million units shipped in the first quarter, according to an industry estimate.
But as a sharp contrast to a strong second-quarter growth forecast for Foxconn, iPad touch module suppliers TPK Holding and Wintek both are expected to post only a moderate 25-30% growth in the second quarter, added the industry sources.
TPK and Wintek each shipped about 6-7 million touch modules for iPads in the first quarter, and Chimei Innolux (CMI) shipped another one million units, revealed the sources.
Given that touch panel makers had shipped over 10 million touch modules for iPads in the first quarter, some industry sources are concerned that touch module suppliers might be forced to lower their shipment targets for the second quarter should demand for new iPads turn weak starting the quarter.
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