According to a new report by JP Morgan analyst Rod Hall, Apple Inc. AAPL 1% shareholders shouldn’t lose sleep over a recent story from Digitimes that Apple is considering abandoning its shift from G/G touch panels to In-Cell touch panels for future iPhone models.
Hall believes that the rumors should be treated as such, but that the news of an Apple backtrack on touch panel technology would ultimately be immaterial for Apple.
Digitimes Story
The Digitimes story, published on July 17, claims that Apple is considering a return to G/G touch panel technology after the company has experienced ongoing production issues with the new In-Cell technology being used in the next model iPhones, referred to as iPhone 6S models.
Although Apple is reportedly too far along in the production process to go back to G/G technology for 6S models, Digitimes reported that a move back to G/G for future iPhone models could simplify Apple’s production process by cutting down on overall production time. It would also alleviate bottleneck issues that make it difficult for vendors to increase resolution.
Analyst’s Take
In his report, Hall writes…
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