Nikkei News reported that Samsung Electronics previously to expand the OLED production capacity to meet the needs of the iPhone X, but after Apple cut the list is suffering from excess capacity.Samsung hopes other products into the OLED panel makers, but also because of spending factors While maintaining the use of LCD panels, the transition speed is slow.
Samsung Electronics executives in Tokyo revealed that Samsung is selling more and more OLED panels to other customers, but Samsung OLED smartphone panels cost more than $ 100 each, nearly double the cost of the iPhone 8 Plus. Mid-tier smartphone makers are avoiding the adoption of OLED panels because it is difficult to pass on costs to consumers.
Lin Zemin, manager of the Taiwan Industrial Technology Research Center said that at present, iPhone X is still the largest user of small-size OLED screen, however, sales of iPhone X are well below the industry expectation, from the fourth quarter of 2017, we can see the relevant supply Manufacturers continue to under-repair output estimates.Currently you can see that manufacturers are at least estimated production value will be reduced by more than 25%.
Samsung has almost completely monopolized the market supply of small-size OLED panels in 2017, accounting for 92% of production capacity. However, the largest user iPhone X is not as expected hot sales, the output disclosed by the relevant suppliers can be seen that production is significantly lower Repair, and even came out as soon as the second quarter of 2018 cut-off.
As China BOE and LG (LG) into the small size of the OLED market, even if they can not immediately grab a certain market share, but for the price of Samsung's presumably will still be very strong enough.The small OLED market share and price, Will likely be completely different from the estimate for 2017. Global supply capacity is expected to increase, potentially driving the price war on OLED panels.