According to foreign media reports, Apple has always adopted a wait-and-see attitude for new technologies that have not been tested by the market, and will wait until new technologies are suitable for large-scale applications. The OLED display is like this. The huge volume of the Apple mobile phone business means that it may need to purchase up to 70 million OLED displays for the high-end curved screen iPhone 8 next year.
Samsung has reportedly signed an agreement with Apple to supply 100 million OLED displays. Samsung is the world's largest supplier of small-size OLED displays. If Samsung and Apple are configuring OLED displays for their flagship models next year, it will be difficult for a third mobile phone manufacturer to purchase an OLED display.
However, it is not only Samsung and Apple that are launching OLED display phones. For example, the recently announced Vivo Xplay 6 is equipped with a 5.7-inch hyperbolic OLED display - the Samsung Galaxy Note7 is equipped with the same type of display.
This is also the reason why many Chinese mobile phone manufacturers, the companies with the highest share in the Chinese market, have formed alliances to help manufacturers other than Samsung and Apple suppliers increase the output of OLED displays.
Supply chain sources said, "Because Apple's next-generation products, including smartphones and tablets, may use AMOLED displays, the demand for such displays will be quite strong between 2018 and 2020, affecting other smartphone manufacturers that cannot purchase enough. Display. This will weaken the competitiveness of their products in the market."
Oppo, Vivo and Huawei sold more than 70 million mobile phones in the previous quarter and will invest in Softwoo Technology, an unknown OLED display manufacturer, to increase its production capacity in the next 1-2 years, while exploring the sourcing of OLEDs from other manufacturers. Display.
Given that other manufacturers are said to have a monthly production capacity of only 100,000 OLED displays, they need to significantly increase their production capacity. However, Chinese smartphone makers are not worried about next year, because Apple is expected to release only one iPhone model with an OLED display next year. What worries them is 2018-2020, when Apple will purchase OLED displays from Sharp, JDI and other manufacturers to diversify its supply and “swallow up†all the supply in the market.
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