AUSTIN, TEXAS, September 28, 2010 – IMS Research has released the second issue of its Quarterly eBook and iPad Shipment and Forecast Service which provides actual shipments on eBook frontplanes, eBook displays, eBook readers, iPads and iPad displays along with a rolling 6-quarter forecast.
According to report author and IMS Research SVP Ross Young, “Q2’10 was a noteworthy quarter with Apple beginning iPad shipments and eBook reader brands changing their business model and pricing philosophy. The adoption of the Agency model meant eBooksellers no longer had to subsidize losses on eBook downloads with profits from high-priced eBook readers. As a result, eBook reader prices fell sharply towards the end of the quarter which was also supported by competition with the iPad and rising eBook frontplane and display inventories in the supply chain.”
Young also noted that Q2’10 was marked by the strengthening of both the eBook and iPad supply chains as new players entered. SiPix finally began shipping eBook frontplanes in volume, creating an alternative to E Ink. In addition, AUO started shipping eBook displays using SiPix frontplanes offering an alternative to E Ink Holdings (EIH) and LG Display. The report identifies 8 design wins for AUO and the entry of new OEMs. Apple also strengthened its iPad supply chain with Samsung becoming the 3rd panel supplier to the 9.7” version. The report also discusses the next iPad, naming two additional panel suppliers believed to be qualified.
Other highlights of the latest issue include:
The Quarterly eBook and iPad Shipment and Forecast Service tracks and forecasts eBook frontplane, display, reader, iPad and iPad display shipments by supplier by size. For more information on this report, please visit www.fpdmarketresearch.com or contact Nicole.Juarez@imsresearch-usa.com.
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