Tencent technology news, Nov. 28, according to foreign media reports, according to people familiar with the matter, Samsung display and LG display will provide apple with OLED screens for the new iPhone model expected to be released in the autumn of 2020. There were rumors that BOE is likely to supply apple with OLED screens, but now it seems that the two Korean display manufacturers will continue to be Apple's only OLED screen suppliers.
According to industry sources, Apple will release 5.4-inch, 6.1-inch and 6.7-inch new iPhones in the autumn of 2020, which are expected to use three different sizes of OLED panels. Although there are three types of displays, it is likely that more than four iPhone models will be released next year, as Apple also plans to release a model that supports 5g networks. It is understood that Samsung display company will become the only supplier of 5.4-inch and 6.7-inch OLED panels. Specifically, the company will provide a unit touch type flexible OLED panel.
This kind of panel is basically an OLED panel with built-in touch function. The touch sensor is placed on the top of the membrane package in the panel, while the past touch functions attach the touch membrane to the panel. Because the unit touch type flexible OLED panel does not need a separate film, it can make the display thinner and reduce the production cost.
When Samsung display company provides OLED panel to Samsung Electronics Company, it successfully commercializes the unit touch type flexible OLED panel. Because Apple sees the advantages of this panel, and Samsung display is the only company that can mass produce this panel, apple requires the company to supply 5.4-inch and 6.7-inch OLED panels.
Industry professionals say:
At the same time, Apple's 6.1-inch OLED panel will be jointly supplied by Samsung display company and LG display company, because the 6.1-inch OLED panel will not be a unit touch type flexible OLED panel, but still a film touch based method. LG display can also manufacture unit touch type flexible OLED panels. However, in terms of quality and output, its technology is still inferior to Samsung display company. However, in order to stabilize supply and demand, Apple also chose LG display company as the supplier of 6.1-inch film touch OLED panel.
It is reported that BOE, who is interested in providing products to apple, will probably not become a supplier of OLED panels for Apple mobile phones in 2020. BOE has emerged as a potential supplier of 6.1-inch OLED panels because of its involvement in iPhone development projects. However, due to slow progress in development and production, it is likely that BOE will not be listed as a supplier this time. If BOE is eliminated, Samsung display company and LG display company are likely to split up the supply of 6.1-inch OLED panel.
Samsung display, once Apple's sole supplier of OLED panels, is poised to remain dominant by 2020, while LG display is seeking a piece of Samsung's dominance. LG display has been supplying OLED panels to Apple since Apple released the iPhone 11 Pro Max this year. If LG display can increase productivity in terms of unit costs and production, it will be able to get more orders from apple in 2020. (reviewed by Tencent technology / Jinlu)