Saved LED panel overcapacity, Samsung first supplied to Chinese mobile phone manufacturers

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According to Korean media reports, in the face of the launch of the Apple iPhone in 2018, the Samsung AMOLED panel will be further cut, and the Samsung AMOLED panel will have excess capacity and prices will fall. In order to save the performance of the falling AMOLED panel, Samsung began to supply AMOLED panels to Chinese mobile phone manufacturers. This is the first time Samsung has supplied AMOLED panels to Chinese mobile phone manufacturers.

It is understood that Samsung is currently the world's largest manufacturer of AMOLED panels. Samsung's Galaxy series of smartphones have been using its best AMOLED panel. Performance is not only exclusive 2K high resolution, but also an important feature is Samsung's own mobile phone use. The OLED panel incorporates the touch capabilities of Wa-Octa technology, eliminating the need for a separate touch panel (TSP). Not only does it reduce screen costs, it also makes the screen thinner. The AMOLED panel with Wa-Octa technology has been exclusive to Samsung mobile phones since it was paired with Samsung Note 7 smartphones in 2016 and has never been exported to other companies.

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However, the situation is different now. As Apple cuts the current iPhone X order with AMOLED screen, the LCD screen version of the iPhone will be further introduced in 2018. In addition, China's mobile phone companies have begun to use LCD panels on full-screen mobile phones. As a result of the decline in demand for AMOLEDs in the market, Samsung's AMOLED capacity utilization rate has declined. Earlier, it was pointed out that Samsung has further adjusted the panel price of AMOLED to narrow the price difference with the LCD panel.

However, in the absence of significant total efficiency, Samsung has also begun to move the idea of ​​exporting AMOLED panels containing Wa-Octa technology. The Korean media "ETnews" reported that on April 27, 2018, Samsung provided this screen to the Chinese mobile phone manufacturer OPPO for the previously released Find X smartphone, which is the first time Samsung exported such a panel to China. Brand mobile phone factory.

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In addition, in addition to Chinese companies, Samsung also hopes to continue to win the favor of Apple. As Apple's annual mobile phone shipments reach 200 million, it is a big buyer in the market. However, Apple has always used a standalone TSP touch panel. Therefore, if Samsung successfully sells integrated panels containing Wa-Octa technology to Apple, it will not only bring cargo capacity to Samsung AMOLED panel, but also have a significant impact on the global TSP industry. However, Samsung has not released any comments on this news.

(Source: Samsung Display)

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