Revolution Number Nine: Apple, Google, Taiwan, Korea...

From Digitimes:

4Q12 trends in the Greater China touch panel industry

In the global touch panel market, handset applications will account for the highest proportion of shipments at 76.2% in 2012. In second-half 2012, the main change in the handset touch screen market is the release of Apple's iPhone 5 that uses in-cell touch screen technology. The supply chain for Apple's panels will be shifted from Taiwan-based panel makers to Japan and Korea- based ones, which will cause shipments for panels used in handsets to decrease for Taiwan-based panel makers from 41.3% in first-quarter 2012 to 26.9% in fourth-quarter 2012. Additionally, China-based panel makers will benefit from low-priced handsets in China. Due to such handsets having strict cost requirements, they will be beneficial for China-based touch screen makers. This will allow the makers' shipments of touch panels used in handsets to increase from 32.7% in first-quarter 2012 to 39.4% in fourth-quarter 2012.

This is about the split between Taiwan Display Engineers and the "old rivalry" between South Korea and Japan.  Apple will probably try to keep developing more expensive touch displays with some micro-improvement.  They will try to use Apple software to make sure people use it.  It was the Apple way of the 1990s, to shun "cheap" PC-clone manufacturers which manufacture for the "Good Enough Market".

A Modest Proposal Made Every Day for "Export Bans"

Korea on Korea E-Waste Trade

Tip of the hat to Adam Minter, who's burrowed in to complete his "scrap book".

I'm not really sure what to make of this story in Mainichi Daily News, which is about the arrest of a South Korean for selling used PCs to North Korea.  But what is clear is what it is not about.

• It's not about the South Korean exploiting North Korea's poverty.
• It's not about racial guilt.
• There's no discussion of "OECD" South Korea trading with North Korea.
• There's no discussion of whether the personal computers were "fully functional", or "tested working", or ewaste.
• No one speaks about toxics, hard drive information, or other ju-ju words which elevate the e-waste crisis.

Silence!

It's not about a dictator calling the imports e-waste.  Dictators normally want to restrict the sale and distribution of cell phones, display devices, and internet.  In places like Pakistan, people call computer assets commodities, they are something people bid, something people want.  Labelling them "waste" leads to an SOPA-like uproar (Daily Times, April 2010 ‘No ban on import of used computers’).

In this case, the dictatorship is silent about the exchange of goods.

The outcry is from the nations who don't want North Koreans to be using the internet.

I don't know enough about this particular set of computers, who sold it, who bought it, or how they'd be used.  Maybe for a weapons system, maybe to edit porn.  Maybe to translate John Lennon songs...