Great expectations for iPhone X, except Apple, and the whole OLED industry.
Informed sources said, OLED major manufacturers began to consider reduced production and price cuts, this is also because the sales of iPhone X did not meet the supplier's expectations. Samsung's supply of OLED screens to Apple is only half of the expected, thus, Samsung monitor The business's profit this year will also be less than analysts' expectations.
One possible way out is the increase in demand from Chinese smartphone manufacturers. But in the short term, this may not necessarily solve the industry's demand problem.
Foreign manufacturers have their own supernatural powers
Samsung is still committed to OLED technology, but also did not feel the pressure to cut OLED panel prices.Also it also hopes to Galaxy S9 press conference to let things continue to push forward, and plans to release a folded smart phone, but also Will make the OLED demand increase.It is reported that in June last year, Samsung in South Korea to establish a 'super OLED factory' .Thank the demand will continue to grow, Samsung plans to invest 925 million US dollars (about 5.7 billion yuan), but at present due to Demand uncertainty, the company decided to postpone its OLED equipment for further investment.
Apple will also launch another with O this year LED display IPhone, according to research firm IHS Market estimates, iPhone 8 Plus 5.5-inch LCD screen sells for 52 US dollars (about 475 yuan), while Apple Inc. for iPhone X's 5.8 inches O LED display Screen price of 110 US dollars (about 700 yuan).
Samsung may win some orders, but at the moment, LG also joined the fight for Apple's ranks.
Chinese manufacturers seek change
Having said that, most Chinese major suppliers are not expected to switch to OLEDs this year for profit, and Huawei, Oppo, Xiaomi and Vivo do not seem to give up LCD , Tend to OLED.
In addition, the Chinese mobile phone manufacturers have not yet keep up with the OLED on the OLED screen, the main consideration is mainly price.An analyst at Bloomberg think tank: 'LCD technology for many users is already good enough, but also to consider The price gap between OLED and LCD. '
In the meantime, there are also new technologies in LCD screens, such as the JDI Full Active screen used by Millet MIX released last year, which is still LCD but its display ratio is 18: 9, which is in line with the mobile phone industry's' Full screen 'trend and manufacturers of the front of ultra-narrow border requirements.Therefore, the development of Chinese OLED manufacturers still need to explore the depth of mining.
