Sammobile reports that due to the weak iPhone X demand, Apple began to reduce Samsung screen orders, while the slowdown in Chinese OEMs demand led to Samsung's overcapacity.
According to reports, Samsung plans to produce 200 million OLED panels this year, of which 100 million will be used for Apple. This is twice the number of panels that Samsung provided to Apple last year for the iPhone X. Samsung plans to produce about 25 million OLEDs for the iPhone X this year. Panels, the remaining panels are prepared for the iPhone XI, and will begin production next month, with an initial capacity of 2 to 3 million tablets expected, and then double in June.
Samsung and Apple are negotiating on the price of OLED panels, and Apple asked Samsung to cut prices. Apple's purchase of OLED screens increases the bargaining power. Last month, Samsung Display executives met with Apple executives to negotiate prices, but not An agreement can be reached.
According to reports, the cost price of each panel of the iPhone X has reached US$110 per tablet, and it is reported to be between US$120 and US$130, which is almost one-third of the total cost of manufacturing the iPhone X. It is estimated that each panel of the iPhone XI this year will be The price is about 100 dollars.