Apple Inc. is shifting production of iPhone and iPad displays to Sharp Corp. and may introduce a television with screens from the same partner as early as the middle of 2012, Jefferies & Co. said.
Apple is moving its business to Sharp in Japan largely at the expense of Samsung Electronics Co., a growing rival in smartphones and tablets, said Peter Misek, a New York-based analyst at Jefferies.
He wrote the research note based on a visit to Japan and conversations with manufacturing executives.