If you have been keeping yourself in the loop with regards to giant tech companies, then you should be well aware that Apple and Samsung is at each other's throat with lawsuits being thrown left and right. Despite their recent court battles, both companies have been known to have a strong working relationship as the South Korean company provides both the A4 and A5 chip in addition to providing the display for the iPad. But because the relationship is now strained it seems that Apple will be dropping Samsung as the supplier for the iPad 3's Retina Display.
According to a note to investors written by Peter Misek at Jefferies & Co., Apple is already dealing with electronics manufacturer Sharp with regards to the iPad and iPhone. Misek has been speculating that two weeks ago, Sharp has already commenced the production of high resolution displays for the next generation iPad and that the Japanese company will also help with the production of the next iPhone's display.
So if this bit of news turns out to be true, then Apple will indeed be dropping Samsung as the supplier for Retina Displays. Misek asserts that Apple has already dropped a staggering $500 million to $1 billion worth of manufacturing equipment for Sharp's manufacturing facility, in order to build the displays for the next generation iPads and iPhones.
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Also, we believe that Apple and Sharp together have a modified IGZO (indium, gallium, zinc) technology to achieve 330 dpi, which is sufficient for an HD display while not using IPS nor having to include dual-bar LED backlighting. In our view, this should lead to several design advantages, namely the device can be thinner, battery life should be longer, and the overall experience for users should be meaningfully improved.