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>> LGD is replaced by Samsung Apple panel supply chain may be big shuffle? 2nd,Nov,2017
According to legend next year iPhone will switch to OLED display, Samsung Display so squeeze LG Display (LGD), JDI, etc., into the Apple panel supply chain. Not only that, Apple intends to build a new production network, replacing the original manufacturer, the iPhone supply chain may be big shuffle.
South Korea Herald quoted Chosun Biz reported that Samsung Display is installed in South Korea A3 OLED plant equipment, pre-prepared for the order of Apple. Samsung's monthly output of 40 million chips per month, for 9 million 5-inch smart phone use; estimated next year capacity will increase 3 times to 120,000 per month master, for 30 million smart phones The The report pointed out that the short term another Korean plant LGD is unlikely to become Apple OLED's second supplier, mainly due to LGD production yield is still too low.
Korean media etnews reported that outsiders Apple to come out next year for the iPhone, ready to abandon the previous partners, to create a new supply chain. In addition to the selection of Samsung Display production OLED panel, recently also began to select parts and raw material suppliers, is expected to begin production in May next year, the industry are all gearing up to actively grab a single.
Apple is looking for OLED display soft board suppliers, industry sources said Apple may make a decision in the fourth quarter of this year. As the iPhone shipments of 200 million per year, if all switch to OLED, equivalent to the year 2015, the use of OLED smart phones, affecting great business opportunities. And Apple is the industry leader, after the switch may make OLED mainstream smartphone.
China Taiwan region OLED concept stocks, including AUO, Qunchuang, F-TPK Chen Hong, F-GIS industry into, Luo, Qi Mei, Ming base, and Xin and so on.
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