A new report out of China claims that LG Display saw shipments of its 9.7-inch iPad display panels drop 90% in January, from 6 million units in December all the way down to 600,000. The drop-off is said to be a main factor in LG’s poor performance in the month.

According to supply chain sources, the downturn was caused by a combination of a few things including the fact that January was the first post-holiday month, the growing popularity of the iPad mini, and a general shift in the market to lower-priced tablet.

However, iPad Mini panels grew tremendously over the month.