Next year iPhone all switch to OLED panels excessive demand, suppliers too much? Analysts alleged that in 2017 the advent of "iPhone 8" may be only some models use OLED screen.
Barron (Barron's) 16 Ri reported, Gabelli & Co.'s Hendi Susanto and OLED material suppliers Universal Display directors after the meeting said the iPhone will start a part OLED panel, for the transition period approaches, only after the full switch to OLED panel. Reported that the new iPhone will be listed outside Shengchuan Ming mining OLED panels, Apple may only equipped with a particular version of the iPhone, in order to reduce the load capacity of suppliers, accelerate OLED adoption rate.
Why iPhone can not be fully replaced with OLED? Susanto pointed out that Samsung Electronics and other suppliers of OLED panel production began soon after, OLED panel penetration in the wisdom of machine market is still low, is still in its early stages, the current wisdom machine shipped 1.3 billion per year, employ fewer than 300 million OLED.
Reported that Samsung said OLED prices have been lower than the high-end LCD panels --LTPS LCD, it's worth noting, because OLED production scale much smaller than the high-end LCD. Samsung and say, OLED panels in the second quarter of this year in short supply.
Taiwan-based OLED stocks companies, including AU Optronics (2409), Innolux (3481), F-TPK Chen Hong (3673), F-GIS industry into (6456), Los Acer (8077), Chi Mei material (4960), BenQ material (8215), and Xin (3049) and the like.
Wisdom billowing burning machine OLED panel demand, Samsung's factory Samsung Display panel production can not cope with the rush. Etnews 11 Ri Korean media reports, the industry sources said, millet recently ordered to Samsung Display OLED, but to give reply to the second half of next year after the order is shipped, tight supply situation is evident. IHS said that, excluding Samsung, in 2014 only 21 of the intelligence machine OLED panel in 2015, jumped to 50 models this year, but will outbreak, estimated Oppo, Vivo, Huawei, Meizu, millet mused use.
It is understood that the current Samsung Display's 5.5G A2 plant rigid OLED, the monthly output is 1.5 million; A3 6th generation plant is responsible for manufacturing the flexible OLED, the monthly output is 15,000. Industry estimates, the additional investment this year, Samsung, A2 plant capacity will increase by 20,000, A3 plant will increase 30,000.
iPhone Mania May 17 quoted AppleInsider reports noted, UBI Research published forecast report said that at this stage to meet the quality requirements of apples only OLED panel makers Samsung, but Apple OLED panel estimates under orders not only to a Samsung, but will be distributed to a number of manufacturers, forecast that Samsung will eat 60% of orders, LG 20-30%, and the remaining by Japan Display Inc (JDI) and Hon Hai (2317) supply, and according to sources pointed out that Hon Hai has been recently Canon Tokki to buy the OLED production equipment.