Guo Ming 錤 pointed out that,iPhoneX LCD supply chain evaluation down, but the new 6.1-inch iPhone of concern may allow the market to re-evaluate the LCD supply chain. In his opinion, many investors may re-evaluate the iPhone LCD panel supply chain for the following reasons:
1, in the past 6 to 12 months under the share price has been reflected from the OLED competition doubt;
2, if the 6.1-inch LCD iPhone can do "bangs" and borderless design, the kinetic energy of the future growth of the LCD will tend to be optimistic;
3,2018 New iPhone demand-driven, LCD panel shipments may be higher than the OLED panel.
The key update for the new iPhone supply chain is still uncertain at this stage. Whether LG Display will meet Apple's technical requirements, ship the 6.5-inch OLED panel on time in 2018 and expect the JDI to be the new 6.1-inch iPhone main panel supplier.
According to the above report, it is suggested that in the next few months, the environment will benefit the LCD supply chain and will not be conducive to the OLED supply chain.