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Company News >> Samsung is expected to restart OLED expansion plan to promote the use of OLED screens for Apple’s mobile phones next year
According to news from the industry chain, Samsung is negotiating with Apple on the OLED capacity planning in 2019. Samsung hopes that all Apple mobile phone displays will use OLED display next year to further promote OLED's production scale effect to meet Apple's priority for cost. Appeal.
Due to the failure to reach an agreement with Apple on OLED production capacity in 2018, Samsung said at the beginning of the year it suspended the OLED capacity expansion plan and sought to supply to Chinese brand mobile phone manufacturers to maintain a certain production scale.
Affected by this, China's top-five domestic smart phone brand manufacturers have received Samsung's OLED capacity ratio, and the flagship models launched this year have all added flexible OLED display versions. Among the products that have been listed so far, Huawei and Xiaomi’s flagship models have purchased Samsung’s flexible OLED display, while the other three China’s shipments rank among the top five smart phone manufacturers’ flagship models and Samsung’s flexible OLEDs. The display is already in the proofing test.
In order to ensure that its pre-investment in LCD production capacity can be run economically, the new mobile phone model in 2018 still retains an LCD display product. The industry believes that Apple would like to continue to try out the Android replacement plan that was introduced when the iPhone 5C was launched that year, and use a relatively low-cost LCD display product to attract users of the Android camp.
However, the information from the supply chain recently showed that Apple's LCD screen version of the product trial production progressed unexpectedly, although the problem is not in the LCD display, but in the capacitance with the LCD display Touch screen TP.
According to the news, due to the mismatch between the production process and the product design, the production yield of the first LCD touch display module was zero. Due to unsuccessful trial production, the outside world speculated that Apple's LCD display version of the new iPhone's time to market, may have to postpone two months, at least until November of this year will be in the market to buy this phone. Apple asked suppliers to start production of LCD versions of materials from around May 10, about 20 days earlier than in previous years. If the trial production situation is really like the news that the yield rate is zero, it will take more than one month to redesign the verification.
This also shows that Samsung's consultation with Apple on the OLED capacity planning in 2019 at this point in time is indeed beneficial to Samsung. Before Apple tangled in the purchase cost of the Samsung OLED display, and Apple's other product lines in the display technology, there is not enough time to convert into Apple's LCD production capacity, so Apple slowed down the iPhone to upgrade OLED display The pace of the screen.
According to South Korean media, the OLED capacity expansion plan negotiated between Samsung and Apple needs Samsung to reinvest about US$9 billion to upgrade equipment. The start-up time for new production capacity is set to be in November of this year, and it can be entered in May to June of next year. Formal production status.
According to the original plan, Samsung should increase the production capacity of flexible OLEDs in the first half of this year to 250-270,000 tablets per month. However, with the change in Apple’s supply plan, Samsung’s current production capacity is only maintained at the end of last year. About 140,000 tablets were filmed, and after completing the Apple iPhoneX OLED order, Samsung's OLED capacity utilization rate was less than 40%. Samsung's remaining OLED production capacity in the second quarter of this year can only produce low-cost hard OLED displays, leading to a rapid decline in the market price of hard OLED display industry, only less than the level of about 60% in the same period last year.
However, Apple is still not satisfied with Samsung's expansion plan. Apple now sells between 2.2 and 240 million iPhones each year, and Apple orders about 70 million OLED displays for iPhone X mobile phones last year. It took Samsung 9 months to complete production. If Samsung wants to fully take orders for OLED display screens from Apple's mobile phones, Apple hopes that Samsung will maintain monthly shipments at around 23 to 25 million, which means that Samsung needs to guarantee at least 300,000 flexible OLED display screens. . Obviously, the 270,000 tablets guaranteed by Samsung are still unable to meet Apple's demand.
Originally, Apple hopes that LGD can provide about 50 million flexible OLED production capacity to Apple's mobile phone each year. However, due to the inconsistency between LGD's production process and Samsung's, the product difference between the two is large, and in the reliability test, the performance is also better than Samsung. The product was low, so LGD's mass production plan was postponed indefinitely.
Apple's product line cycle is generally about three years, that is to say if Apple has replaced mobile phone displays with flexible OLED products since 2019, the mobile phone products produced by Apple will no longer procure LCD displays since 2021. If Samsung is still the sole supplier of Apple's OLED display, then Samsung must at least increase the monthly amount of flexible OLED displays to 400,000 to meet the needs of Apple and Samsung’s own smartphones. This is Samsung’s own. The growth in smartphone shipments using flexible OLED displays is very low.
OLED display will become the main force of the next generation of display technology is already the consensus of the industry, but the current industry is only a condition that Samsung can supply a large number of normal, obviously not conducive to the development of OLED. Samsung itself also realized that the scale effect of OLED production capacity is not good, and is gradually opening its cooperation with the supply chain to improve the industry's development speed.
However, due to mass production technology of flexible OLEDs, there are still plenty of opportunities for improvement. Therefore, it is still a long time for industry players to quickly catch up with Samsung. Apple is also worried that even by 2021, it will not be able to find a second qualified product. OLED display suppliers.
However, under the oversight of the industry, Apple will soon turn to OLEDs on smartphones. If Samsung cannot fully meet Apple's needs, Apple may use OLED displays from other suppliers to launch low-cost OLEDs. Display mobile phones, provided that at least other manufacturers of OLED display products in the reliability performance, can achieve the same level with the Samsung products.

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