Apple's iPhone X mobile phone's OLED screen is provided by Samsung, Samsung has the world's best oled technology. According to reports, in 2018, Apple will increase its purchases to Samsung OLED screens by 4 times, which is expected to increase.
According to Korean media reports, Samsung will provide 1.8-200 million OLED panels for Apple in 2018, which is four times higher than Apple's purchase of 50 million tablets from Samsung in 2017. This allows Samsung to consider adding a new factory to handle Apple's huge orders. . According to IHS Markit, the total value of 200 million flexible OLED panels is approximately $22 billion. The panel pass rate of the Samsung A3 panel production line has increased from 60% to nearly 90%, and it can produce about 224 million 6-inch OLED panels per year.
Industry analysis, in 2017 with the 10th anniversary of Apple's mobile phone iPhone X using AMOLED screen, set off the OLED boom. Huawei, OPPO, Vivo, Xiaomi and other brand manufacturers have begun to increase the import of OLEDs. Trendforce expects that by 2020, the adoption rate of OLED screens on mobile phones will reach 50%. According to IHS estimates, the market space for OLED mobile phone screens will reach approximately $36 billion by 2020. Apple's OLED purchases have surged beyond expectations, monopolizing most of Samsung's supply. Domestic OLED manufacturers are expected to share the expected growth in industry demand and seize the domestic mobile phone market.
Deep Tianma A ( 000050 ) 5.5th generation AMOLED production line has been mass-produced and shipped to the market in October. Wuhan Tianma's 6th generation LTPS AMOLED production line was first lighted in China in April. BOE A ( 000725 ) Chengdu's 6th generation flexible AMOLED line is the first 6-generation AMOLED fully flexible production line in China. It has been mass-produced in October, and its customers are mainly first-line brand companies.
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