John Paczkowski

Recent Posts by John Paczkowski

Sharp Says iPhone Display Production Is Finally up to Speed

If early supplies of Apple’s new iPhone 5 were less than they could have been, Sharp was likely to blame. Earlier this summer, reports emerged that the company was struggling to ramp up production of the in-cell touch-panel displays used in the device. Now a Sharp executive tells Reuters that only recently has it begun producing “adequate volumes” of those components.

This jibes with what AllThingsD has been hearing lately, as well, and lends further credence to rumors that poor display yields at Sharp had hamstrung early iPhone 5 supplies. “Apple is facing significant production constraints due to a move toward in-cell display technology, which pushes units into the December and March quarters,” Barclays analyst Ben Reitzes noted earlier this week. “[That] factor has limited sales this past week according to our checks.”

But now with Sharp’s display production “adequately” ramped up, supply is less constrained. No surprise, then, that Apple is pushing ahead with its aggressive global rollout schedule which brought the iPhone 5 to 22 new markets today, and a number of U.S. regional carriers, as well.


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The best and brightest are usually put to work on optimisation. … They will then go forward and solve the inefficiencies, and that’s where 99% of most energy is spent on. But, at some point you run out of room to improve things, and that’s when you have to step aside and ask, can we make it different?

— Horace Dediu, in a podcast interview with William Channer