Apple will order 200 million pieces of Samsung OLED panel _ together to build OLED display industry market
It was learned from foreign media that Samsung Electronics and Apple signed an agreement to supply an additional 60 million OLED panels for the 10th anniversary iPhone launched this year, worth about $4.35 billion.
In addition to the relevant agreement signed in April last year, Samsung Electronics will provide 160 million OLED panels to Apple in total, amounting to US$11.31 billion.
According to the estimated annual sales of 200 million pieces of Apple iPhone, the panel supply is expected to account for 80% of the total, which means that Samsung may eventually become the main supplier of the next generation iPhone display, and also the main beneficiary of this major change.
KGI’s analyst Guo Ming issued a report predicting that global flexible OLEDs are expected to grow by about 400% to 450% this year, with shipments of 190 million to 200 million, of which Samsung has more than 90% market share.
It is understood that Apple will release three iPhones this year, of which the iPhone 10th Anniversary Edition will use OLED curved screen to replace the past LCD panel. Some market participants believe that Apple's increase in OLED panel purchases may mean that the use of OLED screens will be broadened. It has been learned that the average cost per OLED panel is more than 70 US dollars, much higher than the iPhone 7 panel price of 40 US dollars. The market rumors that the cost of the OLED version of the iPhone may exceed $1,000. However, due to the complexity of design and assembly, this version of the iPhone may not be mass-produced until September.
As for other changes to the new iPhone, it is reported that the front Home button will be cancelled and replaced with a new generation of Touch ID scanners embedded in the screen. In addition, the next-generation iPhone may also be equipped with high-quality gorilla glass, liquid metal frame, thickness of only 6.9 mm, support for wireless charging and 3D photography.
On the previous trading day, Apple's stock price closed up 0.89% to 133.29 US dollars, setting a new record closing price, the company's market value increased to 699 billion US dollars, the world's first. The market is optimistic that the next-generation iPhone smartphone sales will surge again, supporting the company's service business growth.
At present, Samsung has almost a monopoly on the manufacture of OLED panels. Therefore, Apple has no choice but to turn to its competitors.
According to industry insiders, the yield of the Samsung A3 panel production line has increased, so Samsung can significantly increase the supply of OLED panels. Earlier this year, the yield of the Samsung A3 panel production line was about 60%, and it increased to 80% in the second half of this year.
An industry observer said that the yield of the Samsung A3 panel production line may be close to 90%. A 90% yield means that Samsung can produce 224 million 6-inch OLED panels per year.
It is rumored that Apple expects to launch three iPhones next year, including a 5.8-inch iPhone and a 6.5-inch iPhone with an OLED display.
In July, it was reported that Apple plans to use OLED displays on all new models released in mid-2018.
In May this year, it was reported that Apple and Samsung signed an agreement on the OLED panel of the iPhone next year.
The OLED display device has the characteristics of light and thin, wide viewing angle, fast response, soft color, energy saving, transparency, strong environmental adaptability, low production cost, etc., especially the technical characteristics of flexible display, and is expected to bring a display revolution. At present, OLED display devices, especially AMOLEDs, face challenges such as low yield and relatively short life, and the price is relatively high. With the advancement of technology, the future life of OLED panels will further increase, the cost will further decline, and the production capacity will continue to expand. OLED replacement LCD will become a trend.
First, the general trend, the penetration rate is rapidly increasing
The basic structure of an OLED organic light-emitting diode display is composed of a thin and transparent indium tin oxide (ITO) with semiconductor characteristics, connected to the positive electrode of the power, and another metal cathode, which is wrapped into a sandwich structure, and the entire structure. The layer includes a hole transport layer (HTL), a light emitting layer (EL), and an electron transport layer (ETL). The luminescence mechanism of OLED: under the action of external power supply voltage, positively charged holes and negatively charged electrons move in opposite directions in the organic layer. When they meet and recombine, they release energy and transfer energy to organic luminescent molecules. It will be excited by the energy, transition from the ground state to the excited state. When the excited molecule returns from the excited state to the ground state, it will radiate a transition and produce luminescence. Display technology is now in development to the fourth generation, in order: CRT-POP-LCD-OLED. The mainland of China started late in the LCD era, with a low starting point and a big but not strong. In the OLED era, the starting point is higher, the start is early, and the hope is getting bigger and stronger.
Display technology history
The LCD is constructed by placing a liquid crystal cell in two parallel glass substrates, a TFT (thin film transistor) on the lower substrate glass, and a color filter on the upper substrate glass, which is controlled by signal and voltage changes on the TFT. The direction of rotation of the liquid crystal molecules, so as to control the emission of polarized light at each pixel point for display purposes. Compared with cathode ray tube (CRT) and liquid crystal display (LCD), OLED has all solid state, active illumination, high contrast, ultra-thin, no viewing angle limitation, fast response, low voltage DC drive, wide operating temperature range, and easy implementation. Many advantages such as flexible display and 3D display. However, OLED also has a certain short board, mainly cost and service life. The manufacturing cost of OLED is generally higher than other display types due to manufacturing equipment and process. The biggest characteristic of OLED is self-luminous property, so the lifetime of OLED luminescent material should be short.
OLED structure diagram
The occupancy of OLED panels in smartphones has gradually increased. In 2015, shipments of mobile OLED panels reached 257 million, corresponding to a market space of US$10.8 billion; shipments are expected to grow to 700 million by 2020, corresponding to a market space of US$20.8 billion, five-year mobile OLED panels The compound growth rate is 14%. The share of mobile OLED panels has soared from 37% in 2015 to 51% in 2019. With LCD panels, sales will shrink from $20.8 billion to $19 billion, and the share will fall from 63% to 49%.
It will also shrink from $20.8 billion to $19 billion, and the share will fall from 63% to 49%.
Mass production cost of AMOLED panels has dropped significantly
Mobile phone OLED panel market space and growth rate
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