Apple's iPhone 5 rollout is noteworthy given recent rumors of supply challenges for the phone's new in-cell technology, which integrates touch sensors into the LCD, effectively eliminating one layer of the phone.
"What you can infer from the comments is that they feel very comfortable with supply," said Marshall. "They would not have made these aggressive comments if they didn't feel good about the supply of these in-cell screens."
Whereas the display on prior iPhones consisted of three layers -- cover glass, a touchscreen substrate and the LCD display -- Apple has successfully collapsed the touchscreen substrate into the glass to make the phone lighter.
Wu, however, said there's some concern in the Apple supplier community about their ability to build enough in-cell screens. "It's because the demand is overwhelming,
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