蘋果砍零組件是為過渡到 IGZO 面板？

先前我們就率先接獲相關訊息，得知蘋果大砍 iPhone 面板訂單，這些消息在近日其他國外媒體批露後，還導致蘋果股價不斷滑落，也引起各種猜測，而著名的 All Things D 也出現了另一種看法，就是這可能是蘋果正為過渡到 IGZO 面板做準備。

Another possible explanation: The reduction in orders is the result of a coming switch in display technology . Sources close to Apple tell AllThingsD that the company has been evaluating IGZO displays for use in its iOS devices, though they declined to say what the results of that evaluation have been. Finally, Apple could simply be ramping down component orders in preparation for production of the next iPhone.

All Things D – Apple Stock Slide Could Cost It the Market Cap Lead

不過根據我們得知的消息，蘋果砍掉的零組件可不僅僅在面板的數量而已，而是包含鏡頭、高分子鋰電池、背光模組、關鍵 IC 等，因此過度到 IGZO 面板的說法可能性還是不高。