Samsung slow OLED panel production | or with the iPhone X related

Recently, foreign media The Investor reported that Samsung Display has slowed the production of OLED panels, the reason is that iPhone X relatively flat sales results.

According to the news, Samsung slowed the operation of A3 plant in January this year, operating rate decreased by 10% over the same period last year, which is the first reduction in the operating rate of A3 plants in recent years, after many years ago, A3 factory was at full capacity .

It is understood that the A3 plant currently produces about 135,000 sixth-generation OLED panels per month, of which supply nearly 105,000 pieces of apples, accounting for about 80% of monthly capacity last year in order to ensure supply to the iPhone X, the factory transfer The largest production capacity.Impact sales of iPhone flat reduced orders, resulting in increased inventories, is considered the main reason for A3 plant capacity adjustment.

However, the above description is only one of the possible reasons.

Another possibility is that Apple's orders for the Samsung OLED panel to reduce, or with the new 'partners' reached a cooperation intention.

It is reported that Apple is trying to diversify its display panel supply channels to avoid being controlled by Samsung.

Now there is news that Apple plans to allow Japan Display for this year's 6.1-inch LCD iPhone supply screen, the aircraft is expected to also be used 'Liu Haipin' support while holding Face ID, but the cost will be relatively low cost.

In addition, Apple and other panel suppliers to discuss the matter of small-size OLED panel has also been heard.Apple and Samsung for many years 'love and kill' makes the above argument is quite possible.

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