According to reports, US companies at least need to wait until 2019, in order to get rid of the dependence of Samsung Electronics, with other supplies from Kaopu, for its iPhone to provide a new type of OLED display.
LG Display is committed to achieving full delivery of OLED displays by 2019, and may only deliver a small amount of shipments by the end of next year, as the long-term supplier of LCD displays used by Apple's existing iPhone, The LG negotiated advance payments with Apple and some details, but the negotiations have entered the final stage.
Apple has been hoping to use OLED technology, because of its richer color and lower energy consumption, but suffer from limited market supply. As Apple's main competitor, Samsung is the most important manufacturer of OLED displays, which has been applied to mobile products, but also sold to Apple's opponents.
Apple will launch three new iPhone next week, which is expected to use one from Samsung's OLED display.
LG has been as early as possible with Apple to discuss the issue of supply of OLED technology, but still run into some difficult problems. First of all, it is difficult to purchase a vapor deposition machine. The steaming machine is the key equipment for producing OLED display. Samsung's display manufacturing company has defeated LG from the Japanese supplier Canon TOKKI order several sets, and under a few years of orders.
LG finally got a few machines, and assembled before the end of the year, but still difficult to have enough capacity to meet the needs of Apple.
Apple usually releases the new iPhone every fall, so it may use LG's first OLED display on next year's product, but the number is limited. Or, Apple can choose to wait longer, in the next product cycle using LG's new display.
"By the second half of next year, LG will be able to start testing the production line for the production of OLED displays, but it will take six months for commercial production," said Yi Choong-hoon, head of UBI Research, a Korean panel research firm. "He expects Samsung to supply 50 million OLED displays to Apple at the end of this year. Samsung from the increase in production capacity to achieve the commercial production of an average of three months.
LG Display, Samsung Display and Apple spokespersons declined to comment.
The source pointed out that Samsung is Apple's only OLED display supplier this year. A few years ago, Samsung invested in this advanced display technology and worked closely with the equipment supplier Canon Tokki to continually improve the production process. Samsung's Galaxy series of mobile phones in 2009 on the use of the OLED display.
LG is paying attention to the TV panel, in the manufacturing process to take another way. LG is not the production of red, green, blue pixels, to achieve independent light, but to create a white floor, relying on the filter to produce color. This is good on a large display, but for small-size display, its brightness is poor, and the energy consumption is high.
However, analysts said that because Apple to find more supply sources, LG is very promising to become its OLED display the second largest supplier, because Japan Display and BOE and other Asian manufacturers in the master of this technology is still lagging behind year. OLED because the structure is only so thin blade, so you can make the display in the appearance of greater flexibility.