Apple or early to 2017 using OLED panel

IPhone intends to use a year ahead of the OLED panel, foreign investors think this argument is not impossible, if the iPhone switch to OLED, the panel and the supply chain will have a huge impact. IPhone shipments, estimated only apple, accounted for OLED of the total demand of 40%, if the news is true, Taiwan may benefit the panel factory.

Baron (Barron, s) 3 reported on the website, Bernstein Research Alberto Moel report said that apple is indeed possible using OLED, with wisdom machine panel 5 inch Full HD, OLED TFT-LCD and now the cost gap narrowed to 10%, the agency believes that the decline in the cost of OLED, favorable popularization.

Moel said that in the second half of 2018 iPhone may switch to OLED panel, so that about 115 million iPhone will be equipped with OLED. In order to meet such a huge demand, we must immediately upgrade OLED capacity. If Apple fully switch to OLED panel, will account for 40% of total OLED demand.

The Nikkei reported that Samsung seems to compete for Apple's Samsung OLED orders, Engineering received 715 billion won ($588 million) order, the panel factory will be located at Tangjeong Samsung Display in the installation of new equipment. Samsung Display also buy new OLED production equipment, new production line scheduled for production by the end of 2017.

Japanese intelligence website taisy0 3 Nikkei Technology Online quoted reports that Apple originally planned 2018 iPhone began using OLED panel, but iPhone sales, Apple has decided to stall anxious, in the fall of 2017 with the advent of the iPhone OLED panel will be 1 years ahead, is expected to stimulate demand as the initiation agent iPhone.

Because the initial supply is limited, it is expected that the 2017 advent of the iPhone, only part of the high-end models will use the OLED panel, and it is regarded as one of the main suppliers of Samsung Electronics and even bought the equipment manufacturing OLED panel production required.

Barron, s reported in February 27th last year, Cowen & Co. Robert Stone believes that Apple smart table using OLED panel, will enhance the visibility of OLED. He estimated future more manufacturers will put into production, iPhone will use the OLED panel, the supplier may include Samsung, LG and at least one new entrants (JOLED, AUO, Innolux etc.).

MoneyDJ News reported on February 23rd, AU Optronics (2409) chairman Peng Shuanglang said, according to the flexible AMOLED and other new technology products, Shuanglang Peng said, OLED for a long time, AUO investment before and after nearly 15 years, whether it is the OLED based technology, production technology, product patents, AUO have acquired more and more than other companies. Production capacity is not so much as han. As for whether the plant is put into the production line in Kunshan, you need to observe customer needs, but also get government approval AMOLED.

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