Rescue OLED panel overcapacity, Samsung first supply to Chinese mobile phone manufacturers

According to Korean media reports, in the face of Apple's iPhone will be launched in 2018 under the influence of LCD panels, further slashing Samsung AMOLED panels, Samsung's AMOLED panel overcapacity, price decline. In order to save the decline of AMOLED panel performance, Samsung began to China Mobile phone manufacturers supply AMOLED panels, which is the first time Samsung has supplied AMOLED panels to Chinese mobile phone manufacturers.

It is understood that Samsung is currently the world's largest AMOLED panel manufacturer. Samsung's Galaxy series smartphones have been using its best AMOLED panel. Performance is not only exclusive 2K high resolution, but also an important feature, Samsung's own mobile phone. The OLED panel integrates the touch function of Wa-Octa technology, which eliminates the need for a separate touch panel (TSP). It not only reduces the cost of the screen, but also makes the screen lighter and thinner. The AMOLED panel with Wa-Octa technology has been paired with 2016. Since the Samsung Note 7 smartphone, it has been exclusive to Samsung mobile phones and has never been exported to other companies.

However, the situation is different now. As Apple cuts the current iPhone X order with AMOLED screen, the LCD screen version of the iPhone will be further introduced in 2018. In addition, Chinese mobile phone companies are beginning to use LCD panels on full-screen phones. Therefore, in the case of declining demand for AMOLED in the market, Samsung's AMOLED capacity utilization rate will decline. Previously, it was pointed out that Samsung has further adjusted the panel price of AMOLED to narrow the price difference with the LCD panel.

However, in the absence of significant total efficiency, Samsung has also begun to promote the export of AMOLED panels containing Wa-Octa technology. The Korean media "ETnews" reported that on April 27, 2018, Samsung went to China. The mobile phone manufacturer OPPO provided this screen for the previous release of the Find X smartphone, which is Samsung's first export of such panels to China's branded mobile phone factory.

In addition, in addition to Chinese companies, Samsung also hopes to continue to win the favor of Apple. Because Apple's annual mobile phone shipments reach 200 million, it is a big buyer in the market. However, Apple has always used independent TSP touch panels. Therefore, If Samsung successfully sells the integrated panel containing Wa-Octa technology to Apple, it will not only be able to ship the Samsung AMOLED panel to Haikou, but also will have a major impact on the global TSP industry. However, Samsung has not released this news yet. comment.

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