The Taiwan Photoelectric Technology Industry Association (PIDA) said Samsung's position as the exclusive iPhone panel supplier for Apple's iPhone was largely challenged by the LG display, which is likely to be among the companies that have the capacity to supply ample OLED panels this year Become Apple's second OLED panel supplier.
Although LG Display is considered the most promising challenge to Samsung's rival, but it may take some time to make an impact.Reported in September last year, LG monitor is the goal of 2019 OLED panel to achieve full production may be In the end of this year for small batch production.
Foxconn's Sharp is considered as the next company most promising to join the OLED competition camp, leading Japanese monitor company.Japanese media reports that Sharp the fastest in the second quarter of this year to become Apple's OLED panel supplier. Sharp also from another direction With an OLED investment focused on iPhone orders, plans are under way to increase the availability of flexible OLED panels to high-end smartphones marketed this year.
Last November, BOE, China's leading panel maker, reportedly is trying to win Apple's orders and plans to invest $ 7.04 billion in manufacturing facilities to produce flexible and foldable OLED panels.It is unclear whether these investments should be made by Apple or not According to BOE independent plan to implement.
Industry concerns that Apple's iPhone future OLED panel demand will squeeze the global supply chain, forcing rivals to use alternative technologies such as mini LEDs for their flagship devices, which may be a short-term issue, as South Korea, Japan and Chinese companies Overall OLED panel production capacity in the next few years will certainly exceed the market demand, and even cause excess supply.