In order to provide OLED display to Apple's next generation iPhone, the world's leading manufacturers of the display panel fierce competition. SamSung monitor (Samsung display) company has become important partners of the apple and other companies in order to become the second supplier recount. Judging from the current situation, LG (Display LG) is the most likely to become the second supplier, but there is news that the LG display in the main equipment supply and demand encountered difficulties. The Hon Hai and Japan Display Corporation (JDI) to enter the OLED market, thus forming a Triwizard situation.
Samsung monitors have signed an official agreement with apple, Samsung will begin this year to provide a large display screen. Market estimates Samsung monitors this year's flexible OLED panel production capacity will reach 60 thousand, these panels will be available to apple. Samsung monitors also Samsung Electronics, China smart hand enterprise to provide panel, if you add these supplies, the total production capacity will be greater.
Another source said, Samsung display company's investment in the A3 production line has entered the second phase. Before the new competitors to catch up, Samsung's strategy is to improve the display rate, increase production capacity. Once the line expansion, production will rise, the cost will be significantly reduced. Display LG has not yet taken any action, many people think that it is likely to become Apple's second supplier. In spite of this, there are still some people believe that Apple may choose Japan or Taiwan as a supplier of second suppliers.
In the manufacture of flexible OLED display and forming machine is key equipment, LG display can not ensure enough equipment, LG although most likely to become the second supplier, but the position is not stable, also need to continue to work hard. Small OLED molding machine is controlled by the Japanese Canon Tokki company, SamSung monitor, the BOE ordered a lot of molding machine, Canon Tokki will give priority to their delivery, LG display the machine supply to guarantee.
"Recently, small OLED investment mainly from SamSung monitor and boe." Industry sources said, if the two companies ordered a large number of equipment, according to the annual production of Tokki Canon, the next 3 years, other companies will not be able to order any product to Tokki Canon."
Industry is expected, LG display this year, the monthly production capacity of OLED panel will reach 7000. Although the Japanese display company to become the highest probability of third suppliers, Foxconn's potential can not be ignored, because it is likely to acquire SHARP. Japanese display company has invested 3 billion yen (about 26 million 900 thousand U.S. dollars) to expand the OLED production line in Japan's Ishikawa County, the company's goal is to start large-scale production of small OLED panels from 2018. Although SHARP does not have the experience of large-scale production of small OLED panels, but it has been in the field for a long time.
According to estimates, the next generation iPhone will install a flexible OLED display, in the initial order, Samsung will get a share of 50%, and may even reach 70-80%. The future competition situation will evolve, but also to see how fast the speed of other enterprises to improve the yield, increase production capacity.
"And the LCD market is different, the main supplier has the opportunity to have a monopoly on the small OLED panel market." Industry insiders said, "vendor master early lineup, the new competitors can at a much faster speed to catch up, this is we need to focus on."