Although Apple (Apple) 2017 iPhone will not directly by the news of the OLED panel already, but restricted to Samsung (Samsung Electronics) supply of OLED panel limited capacity, coupled with other Japanese, Korean department of OLED panel factory still dare to production time first and only in 2018, this means a new iPhone with OLED panel first, will remain focused on the flagship model.

It also makes a system temporarily relieved, LCD driver IC suppliers from being samsung business exclusive oligopolistic OLED panel marginalized by agitation. However, in the face of OLED application trend of The Times the combined with TFT panel resolution benefit from virtual reality (VR) /  augmented reality (AR) and upgrade the new trend of the outbreak of application, a new round of global LCD driver IC suppliers knockout resume also, with only the LCD driver IC chip solutions suppliers, I'm afraid it's hard to survive alone in the future.

To samsung LCD driver IC supplier said, only allow apple OLED panel production capacity of 80 million a, 2017 iPhone plan to fully USES the OLED panel, is one, which makes the iPhone substitution of OLED panel design, are fully deferred back.

And after 2016, Japanese and Korean panel factory to new OLED panel production line, and constantly strengthen the r&d investment action, results finally is few, OLED panel production learning curve is not short, I'm afraid. 1 in Korea and two Japanese panel factory is now only dare to pressure, small feet inch OLED panel production situation seems to be found in the calendar in 2018, finally forced to extend the opportunity is still high.

This means that the OLED panel to billow comprehensive global mobile phone market goal, should not be reached within three years, perhaps even long time only focused on the flagship and high-end mobile phones products.

Because samsung OLED panel department outsourcing strategy in 2016, the original components fully reversed, wholeheartedly with samsung SDI, MegaChip local LCD driver IC chip solution supplier, let already success through product certification of singing and wonders photoelectric, only tears swallow unwilling sentiment. As long as samsung OLED panel are still dominating the end market, Taiwan is a LCD driver IC supplier marginalized the greater pressure.

Lian xu, wonders, Thailand has the OLED driver IC solution prepare half, only the customer order of the final finishing, in the rest of the day, Korea, Taiwan and the mainland OLED panel factory to mass production, I'm afraid I have to wait more than 1 year, Taiwan series LCD driver IC design industry with OLED panel business situation of the insulation, I'm afraid will be such a long period of time.

Fortunately, the rise of the strength of the VR/AR application, still give prepared factory is a new opportunity. Taiwan series LCD driver IC design industry, points out that VR/AR and related products business application fever, let small and medium-sized feet inches panel resolution began to stir, from existing Full HD mainstream design plan to upgrade up into 2 k, there are even brand mobile phone factory also intends to 4 k on the straight.

In addition, the spread of AR gaming applications, not only the end products of panel resolution required to rise, and so on, even the sensitivity of the Touch panel and sensor components, also need to be synchronized to upgrade, Taiwan is a LCD driver IC suppliers over the years many of Touch IC solutions have been inked, even study TDDI (Touch with Display Dirver) technology has been a long time.

Including lian xu, wonders, photoelectric, dun tai, yi force and spectrum would have a chance to grab the wave AR/VR business boom, even in the LCD driver IC enterprises upgrade, celebrates its panel resolution touch IC solution sideline also upgrade after the train ride, OLED panel to see business opportunities, and eat less than regret, is quietly erased.