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Company News >> Japanese panel suppliers to develop OLED unsuccessful 18th,Feb,2017
                                    Major brands have introduced high-end mobile phones have many organic light-emitting diode (OLED) screen, only Apple exception, but this situation will change next year, is also expected to set off a huge demand for OLED. Japanese suppliers are also facing great pressure on production.
Bloomberg News pointed out that Apple usually not only to a supplier orders, is currently consulting with Sharp procurement matters. Japan Display (JDI) is also preparing to start building its own OLED production line. According to Bloomberg, the initial costs of the two companies each amounted to 2 billion US dollars, have not determined before the order had to throw money investment, even so, they seem to have no choice.
                          "If they do not invest in OLEDs, they will definitely be excluded from the smartphone vendor," said Morgan Asset Manager Takeo Miyamoto, Morgan Stanley analyst.
According to IHS Markit reported that Samsung Electronics currently dominated the smart phone OLED market, the first half of the shipments accounted for 99%, while the other and glow only 0.4%. But Samsung Electronics is not only the only supplier of OLED, but also Apple's smart phone market in the opponent, so Apple to use OLED intelligence, it is necessary to master the new suppliers.
                          Apple has been behind the rival in the OLED screen phone, not only Samsung Electronics Galaxy S7 and Google's new Pixel mobile phone using OLED screen, and even Motorola, Oppo, HTC and other brands have begun to use OLED.
                          It is said that Apple is and Samsung Electronics to negotiate purchasing OLED screen, Sharp investment in OLED, Honghai is also the size of 200 billion yen commitment to invest in OLED part. Potential business opportunities are huge, IHS Markit estimates, OLED screen market in 2018 will exceed the LCD, reaching 18.6 billion US dollars.
For JDI, for Apple orders, is the greatest opportunity, but also the greatest risk. According to Bloomberg analysis, JDI LCD business has 54% of revenue by Apple, reportedly contacted the bank to fight for financing, investment OLED is to survive, no choice.
                         Japanese industry is facing the situation is: do not invest in OLED, it will be eliminated.

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