The supply of low-temperature poly-solicon touchscreens is expected to run low for non-Apple vendors, as the iPhone 5 could consume as much as 70 % of capacity.
According to DigiTimes, who spoke with Taiwanese supply chain sources, the production of the iPhone 5 is expected to begin around the end of Q2 or beginning of Q3 this year.
As Apple plans to maintain its screen resolution of 326 pixels-per-inch, it will reportedly use LTPS technology.
The in-cell touch panels will help build a slightly thinner device than current one.
These displays awill reportedly be produced by LG Display, Japan Display, and Sharp, the same three suppliers that were recently rumored to be targeted by Apple for the purche of 4-inch displays for the next iPhone.
The three companies have a quarterly production of 95 million LTPS panels, with the capacity of producing as many as 72 million panels.
What this means for Apple is that the iPhone 5 could take up as much as 70% of the total output of LTPS panels in 2012 and 2013, according to sources.
In this case, non-Apple vendors will be put in a difficult situation regarding components.