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Company News >> Continental panel manufacturers to buy equipment OLED panel next year fear supply excess 8th,August,2017
                                       Bernstein visited the Asian electronics supply chain, with 23 companies and experts to discuss, claiming that the industry appeared "China Syndrome" (China Syndrome), Luji crazy procurement favorable upstream equipment industry, but over-investment may make OLED panel in 2018 hit a large trouble.

The Motley Fool, Barron's 16, Bernstein's Alberto Moel, Mark Newman, Stacy Rasgon et al. Reported that the panel part of the plant sprint OLED production capacity than expected, equipment and materials business is the OLED capital The beneficiaries of the expense cycle. There are similar parts of the semiconductor sector, the factory invested heavily in 3D NAND, semiconductor equipment demand soared. Memory, the current DRAM supply is still tight, 2017 DRAM offer remain optimistic.
Bernstein warned that the plant was too aggressive to expand capacity, OLED future fear of supply of excess concerns. The report said that two weeks ago Bernstein pointed out that the 10th generation of LCD (LCD) and OLED capital spending surge, the second half of 2017 and 2018 will be a big problem. The Asia visit also confirms that China-based panel makers are struggling to expand their OLED capacity (see chart).

But the current OLED panel is still hot. The report said the second half of this year, Samsung is expected to ship 80 million units of intelligent OLED panel to Apple, OLED profit better than expected, operating margin rose from 20% to 25%. As the OLED centralized supply to Samsung Electronics and Apple, although the Chinese smart machine OEM is willing to pay the LCD panel double the price to buy OLED, still grab the goods. Apple OLED contract is unconditional payment contract (Take-or-pay contract), flexible OLED panel average price of 75 to 80 dollars, much higher than the hard OLED panel 30 dollars.
Sharp (Sharp) plans to drop about 100 billion yen to expand OLED panel production plan, plans in the next year (2018) will be more than a number of Japanese domestic relations, according to the relevant details of the Wall Street Journal (WSJ) Factory OLED panel monthly production to a minimum increase to 30,000, the amount of investment will be higher than last year announced the amount of 74% higher, and this is mainly to catch up with Samsung, grab Apple iPhone orders.

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