The launch of the iPhone X means that OLED will become the mainstream of mobile phone screens. However, in the future, if the iPhone fully adopts OLED screens for all models, it must also have sufficient supply of goods to support it. This will allow the mainland panel factory, which is known for its low-cost production, to see opportunities.
The launch of iPhone X means that OLED will become the mainstream of mobile phone screens
Nearly 90% of the world's small-size OLED screens are in the hands of Samsung. This leaves Apple with no other choice. The iPhone X's OLED screen is currently mainly supplied by Samsung. Although Apple has invested 2.7 billion U.S. dollars to develop LG Display as the second OLED supplier, both panel makers are Korean manufacturers. This also makes Apple feel uneasy and needs more suppliers to spread the risk.
Media reports pointed out that AUO, Innocore and other Taiwan-based plants are not strong enough to compete with Samsung and LG Display in terms of high-end panel technology. In contrast, land plants with strong financial strength and backed by national resources are more promising than Korean plants. To counterbalance, Luchang also showed a very positive attitude in this regard.
According to reports, BOE, the leading manufacturer of the mainland-based panel makers, has recently sold US$6 billion to build its sixth-generation AMOLED panel plant. It has already begun mass production. In the near future, the production capacity is expected to surpass Samsung and LG Display, and it will also have the opportunity to obtain Apple favors.
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