Sprint OLED supply chain capacity Apple seeks SHARP and JDI to expand investment

The new iPhone 2017 models will use OLED, seems to have become the common analysts forecast. However, for apple, to allow the supply chain to provide adequate long-term production, but also risk management, it still takes a lot of effort.

In order to ensure the supply of multi source OLED panel, Apple has also been actively looking for other OLED suppliers in japan. (image: Apple)

According to Bloomberg reported that due to the current OLED market is still the king of Samsung, with 99% of the highest market share, making apple still have to take into account the patent litigation and competitive relations and Samsung cooperation. However, because Apple will usually choose to strengthen the supply of multi sources of bargaining power, such as TSMC and Samsung scramble chip foundry, so Apple has also been actively looking for other OLED suppliers in japan.

One of them is not long ago by Hon Hai Group acquired SHARP. Hon Hai's purchase price of 200 billion yen in SHARP, SHARP will include the commitment to invest in OLED. As for the current supply of apple iPhone LCD screen for the Japanese monitor (JDI), but also because of the iPhone order has occupied JDI54% of the profits, making JDI also had to transform investment OLED. The two companies are expected to invest $2 billion each, but this news also let the JDI stock subsequently rose 11%.

Although the iPhone screen is still outstanding in the actual measurement, but OLED with low power consumption, high flexibility, high contrast and brightness, making OLED, although there are still many limitations, but has been replaced in the flagship mobile phone market LCD. Currently on the market mainstream flagship, in fact, only iPhone is limited by the huge capacity requirements, and can not be used on OLED.

Curious is that although Apple has begun consultations with Samsung OLED supply details, and even the introduction of prior to the date of patent disputes, but Samsung's capacity can cope with apple, their mobile phone and other manufacturers is still a problem. Perhaps in the end, Apple will continue to adopt a high level models equipped with OLED transition strategy may also.

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