The legal person stated that Apple's iPhone X mobile phone with organic light-emitting diode (OLED) panel sales is not as expected, and it seems that the timeline for Apple's launch of the product has also been adjusted. Therefore, the manufacturing and launch schedule of new 6.1-inch mobile phones may change.
The legal person further pointed out that Apple's new mobile phone with a 6.1-inch LCD panel has a large screen size. If an in-cell touch panel is used, the pixels cannot be used up. The use of an external touch panel has been considered.
Yu Hong, Ye Chengcheng currently only engages in 3D touch sensing and fitting business for Apple in the Apple mobile phone. Legal person assessment, if you want to reopen the external touch panel business, the existing production line is not suitable for use, and it is bound to build new ones. The production line or purchase new equipment to adjust.
The legal person estimates Yuhong, and Yecheng must build a new production line in the second quarter, only to meet the demand for new products in the second half of the year. However, so far, Apple has no specific action.