According to the Nikkei Asian Review, Chinese panel maker BOE Technology Group has an obvious intention to prepare for this project.appleCooperation begins productionOLEDScreen to challenge the status of Korean suppliers.SamsungCurrently occupying more than 90% of the global high-end screen market, and competitorsLGDisplay is a lot behind.
It is estimated that the Samsung OLED screen isiPhoneThe cost price on XS and iPhone XS Max is $110 and $120, respectively, and these screens have been expensive due to high production costs (OLED production costs are about twice that of LCDs) and the relative lack of competition. But BOE's OLED screen is relatively affordable. It has a local conveyor chain and investment advantage. Secondly, thanks to government subsidies, BOE's OLED screen is about 20% cheaper than Samsung in the same size. In the case of smaller size, it may be It will be cheaper.
For Apple, who buys the product depends on its quality. Due to differences in color reproduction between LG's screens, Apple prefers to use Samsung OLED screens on iPhone X and iPhone XS. This year, Samsung may launch a "Pro" quality iPhone display with faster refresh rate, higher brightness and better color performance, while further widening the gap between the high-end and low-end machines on the screen. The relatively low-cost OLED screen became a component of the 2020 entry iPhone.
BOE is already working forMacBookwithiPadLCD screens are available, but due to cost considerations, neither product uses an OLED screen. The report shows that if BOE parts are certified, they will be used as a replacement panel for the old iPhone, and new equipment will be put into use next year after passing the test. In addition, BOE is also working forHuaweiApple and other flexible OLED screens are being tested by Apple for use in future products.
It's worth noting that reducing the cost of OLEDs doesn't necessarily mean that the iPhone will eventually cut prices. As Apple plans to introduce Qualcomm's 5G baseband chips into the iPhone line by 2020, this change will also increase the cost per device. Therefore, it is entirely possible for Apple to take advantage of the saved screen cost to offset the impact of rising chip and battery prices on the new low-end devices, so that retail prices will remain roughly unchanged next year.