Demand For High Resolution Notebook Panels Expected To Increase, But At A High Cost

Digitimes’ Rebecca Kuo and Jackie Chang say that with Apple introducing the new 15.4-inch Retina MacBook Pro with 2880 x 1800 pixel resolution, panel makers expect increasing demand for high resolution panels as non-Apple firms follow suit in introducing similar products, deducing that even though the new MacBook Pro’s retail price has been set at US$2,199, the new product is still attractive to consumers.

However, Kuo and Chang note that shipments of notebook panels with resolutions of Full HD and above continue to be low, according to Digitimes Research accounting for less than 2% of total notebook panel shipments in first-half 2012.

The sources point out that the price of 13-15 inch HD notebook panels is currently around US$40-45/unit, while full HD IPS panels, such as ones Chimei Innolux (CMI) supplies to Asustek’s new models, run around US$90-100/unit, while sources at Samsung and LG Display – panel suppliers for Apple’s MacBook Pro – estimate the OEM price of the 2880 x 1800 Retina panels as likely to be above US$150/unit.

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