Keywords: LGD, samsung, apple

IPhone next year is expected to switch to OLED displays, Samsung Display so crowded under LG Display (LGD), JDI, etc, into the apple panel supply chain. Not only that, apple is going to set up new production networks, to replace the original manufacturer, the supply chain may be big reshuffle.

The Korea herald quoted Chosun Biz reported that Samsung factory equipped with equipment, the Display is in South Korea A3 OLED prepared for apple order. The Samsung Display OLED output for 40000 female pills per month, for 9 million - 5 inch smartphones; Estimated production capacity will be increased by 3 times next year, to 120000 pieces per month mother, for 30 million smartphones. Another LGD Korea factory reports pointed out that in the short term is unlikely to become the second suppliers, apple OLED main LGD production yield is still too low.

South Korean media reported etnews, gaiden apple iPhone to launch next year, ready to drop its partner, create a new supply chain. In addition to the selected Samsung Display OLED panel production, recently began to select parts and raw materials suppliers, forecasts may start production next year, are all positive rob fresh sheet.

Gaiden soft board suppliers of apple is looking for OLED display, industry insiders revealed that apple may make a decision in the fourth quarter of this year. Thanks to the iPhone shipments of 200 million cigarettes a year, if all switch to OLED, equivalent to 2015 year-round OLED smartphone usage, touched a great business opportunity. And apple is the industry leader, could make the OLED after switch to become mainstream smart phones.

Taiwan stocks of OLED manufacturers including auo, innolux, F - TPK TPK, F - GIS industry, acer, chi mei, base material, and xin, etc.