Apple plans to expand the number of OLED suppliers | Reduce dependence on Samsung

Netease Technology News June 28 news, according to US media reports, Apple has made some progress in solving the problem of OLED panel supply, will get the first batch of OLED screen from LG Display for the production of new iPhone. Apple in order to expand the supply chain, LG invested more than 2 billion US dollars, however, due to some problems in production, LG can not mass produce OLED screen. It is expected that LG can only supply 2 to 4 million panels.

Apple also held talks with China's BOE to supply OLED screens. It is worth noting that Apple is still developing MicroLED screens. Apple is expected to launch three iPhones this year, including 5.8-inch second-generation iPhone X and 6.5-inch iPhone X Plus. OLED screens will be installed. Another 6.1-inch iPhone will be equipped with an LCD screen. In addition, Apple plans to adopt OLED screens all next year. Therefore, expanding the supplier customer base will not only reduce the dependence on Samsung, but also increase pricing power.

KGI’s analyst, Guo Minghao, estimates that the high OLED purchase cost is the main reason why the iPhone X starts at $1,000. Apple claims that Samsung’s OLED screen is $120-130 per piece, while the iPhone7 Plus’s LCD screen is only 45-55. Dollar.