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Hey, that's what I said: http://news.ycombinator.com/item?id=2215290:

Ever wonder why it's taken a year for anyone to build a 9"/10" iPad competitor? It's because no one can get capacitative touch screen in sufficient quantities. Even Samsung (which owns the factory!) had to make do with 7" screens. Now, finally new factories are beginning to come online, which means that competitors can release their products. The problem for them is that Apple locked in much lower prices (because of their bigger purchasing power), which makes it hard to compete on price.



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