Apple has been leading the technology trend, but behind other mobile phone brands on the OLED screen. A few days ago, the US Patent and Trademark Office announced a new patent "Sapphire Coating Solution for Electronic Devices" submitted by Apple. In a sense, the patent document also confirmed that Apple will launch i-phone OLED. The agency expects that OLED is expected to account for 30% to 40% of the total display market in the next decade, and the OLED industry has a broad market space.
Previously, Apple spent 9 billion US dollars to invest in Samsung OLED panel production capacity. Samsung successively won Apple's 18 billion OLED panel supply agreement for iPhone8 and iPhone9, basically taking all of Samsung's remaining OLED panels into one. Other mobile phone manufacturers only Can look forward to "OLED" sigh, money can not buy goods. In June, Samsung said that Samsung has begun to supply Apple with 10 million OLEDs per month. As the production capacity is still climbing, Apple added 10 million pieces to iphone8, totaling 90 million OLED panels.
In addition to Apple's next-generation iPhone 8, it will use AMOLED technology. OPPO, vivo, Huawei, and Xiaomi are also sure to use more OLED screens in the future. Not long ago, Huawei, OPPO, and vivo established the OLED panel alliance, and will make new investments in flexible OLEDs in 2017, and they are actively responding to this matter. It can be seen that OLED mobile phone panels are already the trend of the times, and the rapid expansion of OLEDs is the key to catching up with South Korea.
Undoubtedly, the next OLED will be the mainstream of the industry development, especially Apple let the iPhone join this battle. It is also because of Samsung's single big, giving domestic screen producers more opportunities.
Samsung currently occupies 90% of the supply of small and medium-sized OLED screens, which also determines that Apple wants to support other manufacturers to become its suppliers, and BOE is the ultimate beneficiary of this plan.
According to data from the US research firm IHS Markit, China's BOE will become the world's largest supplier of AMOLED displays in 2019, and more importantly, they will also be favored by Apple.
The report mentioned that BOE has been talking to Apple for a long time, and the former will become the OLED screen supplier of the new generation iPhone. Previously, Bloomberg had reported this incident exclusively. It can be said that this news has been widely circulated in the Silicon Valley industry.
In addition to Apple, Tesla is also testing BOE-related display devices, trying to use it for car navigation screen applications. This test process will also undergo time and technology updates to finally meet the standards of the two global giants.
At the end of May this year, at the SID Display Week held in Los Angeles, BOE showed a variety of flexible AMOLED displays, and said it will mass production in its sixth-generation flexible AMOLED production line in Chengdu. Since the end of last year, OLEDs have become more and more demanding in the small and medium size market. In order to meet the needs of Apple, Samsung has also established a new OLED production plant to meet the growing orders. Samsung currently has three OLED production plants in Korea. .
However, this does not mean that a Samsung manufacturer can meet all of Apple's needs. Given that Samsung first needs to meet the supply of its new OLED mobile phone, Apple is naturally not willing to choose a company with terminal competitiveness as a supplier, "put all the eggs in one basket." The analysis predicts that Apple's iPhone sales will reach 90 million in the last quarter of this year. In this way, OLED technology will become the focus of the major mobile phones to compete for the market this year.
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