2017Iphone 8 only part of the model using OLED screen?

IPhone next year, the overall use of OLED panel demand is too large, suppliers can not eat? Analysts alleged that in 2017 the advent of iPhone8 may be only part of the model using OLED screen.

Baron (Barron, s) reported on 16, said after talks with HendiSusanto OLED Universal Display Gabelli&Co. in charge of material suppliers, beginning iPhone will only part of the OLED panel, for the transition period, only after a comprehensive change with the OLED panel. The report said that the outside world is rumored to be listed next year will be a new OLED iPhone panel, Apple may only be carried out in a particular version of the iPhone, in order to reduce the supplier's production capacity, speed up the adoption of OLED.

Why iPhone can not be fully replaced with OLED? Susanto pointed out that OLED panel production Samsung electronics suppliers started soon, the permeability OLED panel in the wisdom machine market still low, is still in the early stages, the current year shipped 1 billion 300 million wisdom, only less than 300 million by OLED.

Reported that Samsung said OLED prices have been lower than the higher order LCD panel --LTPSLCD, which is worth noting, because OLED production is much smaller than the size of the higher order lcd. Samsung said that in the second quarter of this year, OLED panel supply.

The Department of Taiwan manufacturers including OLED stocks (2409), AUO, Innolux (3481) F-TPK (3673), Chen Hung F-GIS industry (6456), Los Acer (8077), BenQ (4960), Chi Mei metal material (8215), and Xin (3049) etc..

Smart machine OLED panel needs burning billowing, Samsung's Samsung Display panel factory produces are unable to cope with. South Korean media etnews11 reported on the 2nd, industry sources said that the recent millet order to Samsung OLED Display, but was able to get back to the second half of next year to ship, tight supply situation is evident. IHS said, excluding Samsung, in 2014 there are only 21 smart machines using OLED panel, jumped to 50 in 2015, this year will be a big outbreak, estimated Oppo, Vivo, HUAWEI, Meizu, millet, etc..

It is understood that the current Samsung Display factory production of the 5.5 generation of hard OLED, the monthly output of 1 million 500 thousand pieces; A3 factory is responsible for the manufacture of the 6 generation of flexible OLED, monthly production of 15 thousand pieces of A2. The industry estimates that this year after Samsung additional investment, A2 plant capacity will increase by 20 thousand, A3 plant will increase by 30 thousand.

IPhone Mania5 17 AppleInsider reporting reports, UBIResearch released forecast report said that at this stage can meet the quality requirements of the apple OLED panel manufacturers only Samsung, but the estimated apple OLED panel orders not only to Samsung, but will be distributed to a number of vendors, estimated Samsung will eat 60% orders, LG 20-30% by Japan Display, the remaining Inc (JDI) and Hon Hai (2317) supply, and according to sources, Hon Hai has recently purchased from the CanonTokki OLED production equipment.

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