John Paczkowski

Recent Posts by John Paczkowski

Apple's Cash Is King In Tight Touch Panel Market

“Cash gives us tremendous security and flexibility. When you take risks, it’s like jumping up in the air, and it’s nice to know the ground will be there when you land.”

–Apple CEO Steve Jobs, February 2010

Here’s a good example of the tremendous security and flexibility afforded Apple by its massive cash reserves. Looking to secure a sufficient supply of the touch panels used in devices like the iPhone and iPad, Apple has reportedly signaled its willingness to pay more for them.

“To secure sufficient supply of touch panels used in the iPad and iPhone, Apple has talked with Taiwan-based makers, considering some room for them to hike quotes,” DigiTimes reports, adding, “In order to achieve its internal shipment goal of 40 million units of iPad in 2011, Apple has booked over 60 percent of the total touch panel capacity.”

That’s a wise move strategically. For while it might lower margins on some of the company’s hottest products, it will help to ensure their continuing availability after the recent disaster in Japan, which some worry will cause touch panel shortages. Plus, it raises the market price for components, putting further pressure on less cash-rich rivals.


Twitter’s Tanking

December 30, 2013 at 6:49 am PT

2013 Was a Good Year for Chromebooks

December 29, 2013 at 2:12 pm PT

BlackBerry Pulls Latest Twitter for BB10 Update

December 29, 2013 at 5:58 am PT

Apple CEO Tim Cook Made $4.25 Million This Year

December 28, 2013 at 12:05 pm PT

Latest Video

View all videos »

Search »

I think the NSA has a job to do and we need the NSA. But as (physicist) Robert Oppenheimer said, “When you see something that is technically sweet, you go ahead and do it and argue about what to do about it only after you’ve had your technical success. That is the way it was with the atomic bomb.”

— Phil Zimmerman, PGP inventor and Silent Circle co-founder, in an interview with Om Malik