With Apple's first use of organic screen (OLED) this year, the global mobile phone organic screen into an unprecedented tension. According to the British Reuters quoted Electronic Times reported that Google has made a commitment to South Korea's LG display company, will invest nearly 900 million US dollars to expand the organic screen production.
Sources said Google's investment at least more than one trillion won, or more than 880 million US dollars. The purpose of Google investment is to hope for its own brand mobile phone Pixel, get a stable organic screen supply.
In the field of mobile phone organic screen, Samsung monitors the company monopolized almost all of the world's production capacity, it is learned that Apple has ordered Samsung 160 million organic screen, another Samsung monitor Samsung Electronics also give a variety of mobile phones to provide organic screen, so other mobile phone manufacturers It is difficult to purchase from the Samsung display to the organic screen.
Recently, a display panel market research firm predicted that this year and next year, the global mobile phone organic screen supply will be the progress, which will also affect a large number of mobile phone manufacturers based on organic screen in the high-end products.
LG monitors are also the world's two largest organic screen manufacturers, but LG focuses on the TV screen, the company has become the world's largest organic screen TV manufacturers, emphasis on TV business, resulting in LG's mobile phone organic Screen production is low, mass production technology slightly behind the Samsung monitor.
Previously reported that the face of the global mobile phone screen unprecedented tension, LG has made adjustments to expand the small and medium size mobile phone organic screen production. Also accompanied by mass production technology is mature, is expected next year, LG display will also become Apple's organic screen suppliers.
In addition, the Japanese display company and Foxconn Group under the Sharp company, is also rapidly upgrading the organic production technology, ready to compete for Apple's organic screen orders. Among them, Sharp may be in Zhengzhou, Henan, the construction of organic screen production line.
As the screen supply is tight, Apple and Asus and other mobile phone companies have begun to contact BOE, Tianma microelectronics and other domestic panel enterprises, buy mobile phone organic screen.
Compared with the old LCD screen, organic screen quality is more vivid, more energy-saving, in addition to the surface or folding design. Organic screen has been into the phone for many years, many domestic consumers have already used organic screen mobile phone, but with the first time this year, Apple's use of organic screen, the global mobile phone industry will set off a wave of transfer to the organic screen.
Google relies on external mobile phone companies, launched Nexus or Pixel and other proprietary brands of mobile phones, but analysts said Google Pixel mobile phone sales last year, only 50 million, almost negligible, the market impact is also very weak.
By investing in upstream suppliers to secure supply, which is already available in the global technology industry, Apple has often invested heavily in suppliers such as Sharp's company to build production lines to meet the needs of its own parts The However, Apple mobile phone sales abnormal changes, but also to these custom production line to bring a huge operating rate risk.