Samsung Display has reached an agreement with Apple last year to supply 100 million OLED panels for the iPhone 8. Now, according to foreign media reports, Samsung Display has reached a new agreement with Apple, which will supply an additional 60 million OLED panels for the next generation of iPhone. It is reported that the additional orders are worth $4.3 billion.
According to the past, the iPhone 8 will be the first iPhone to adopt an OLED screen, which is expected to be released in September this year. Analysts have predicted that the new iPhone will be divided into two models or three models, but only high-end models use OLED screens. However, as the supply of panels increases, the iPhone model with OLED screens may also expand. With an annual sales of 200 million iPhones, a total of 160 million OLED panels accounted for nearly 80% of Apple's annual sales.
As we all know, most of Samsung's models will use OLED screen, which means that Samsung and Apple have OLED screen mobile phones this year. With the use of OLED panels by the world's two largest manufacturers, the supply of OLED screens in the market may be in short supply this year.
Electronic enthusiast network comment:In 2016, the global shipment of small and medium-sized OLEDs was 482 million, of which more than 90% came from Samsung Display. In 2017, Samsung increased its OLED panel shipment target from 400 million in 2016 to 550 million. At the same time, with the improvement of technologies and processes of domestic OLED manufacturers such as BOE, Visionox, Huihui Optoelectronics, Tianma, etc., OLED panel shipments will be further increased.
International research firm IHS Markit predicts that the global OLED market will jump 32% to $19.2 billion in 2017; shipments will also soar by 22% to 630 million.
In 2017, Apple's next-generation smartphone products will use hyperbolic flexible AMOLED panels, and the entire supply chain manufacturers around the world are actively following up.
Samsung Electronics is the best beneficiary of the OLED boom, and shipments from other players are still limited.
Other brands, the output of small and medium-sized OLEDs are quite different from Samsung. In addition to Samsung, other manufacturers are still unable to guarantee high quality, stable, and large supply.
Samsung Display has reached an agreement with Apple last year to supply 100 million OLED panels for the iPhone 8. It is reported that Samsung Display has reached a new agreement with Apple, which will supply an additional 60 million OLED panels for the next generation iPhone, with an additional order value of US$4.3 billion.
As we all know, most of Samsung's models will use OLED screen, which means that Samsung and Apple have OLED screen mobile phones this year. With the use of OLED panels by the world's two largest manufacturers, the supply of OLED screens in the market may be in short supply this year. More domestic mobile phone manufacturers will have to still use LCD panel resources for layout.
Although domestic OLED panel manufacturers are also catching up, BOE, Tianma, Huaxing Optoelectronics, and Huiguang Optoelectronics are all heavily invested. However, in general, the domestic market is still concentrated in small and medium-sized production lines, and it cannot be compared with Samsung in terms of production capacity.
For domestic manufacturers, the biggest bottleneck is the yield. Domestic manufacturers still have a long way to go in terms of patent layout, talent reserve, supply chain support and industry experience. In this respect, enterprises need to strengthen their own technology research and development and personnel training. On the other hand, they can also obtain indirect licenses through relevant patent technologies, or indirectly through mergers and acquisitions and cooperative investment by upstream manufacturers.
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