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>> Apple signed a contract of 90 billion US dollars OLED panel orders start soon 9th,Nov,2017
April 7, according to a number of Korean media sources, Apple has signed with the Samsung panel maker Samsung Display about 9 billion US dollars in small-size OLED panel supply agreement.
According to media reports, Samsung Display and Apple signed the agreement valid for two years, this year will supply 70 million Apple to 92 million small-size OLED panels.
iPhone8 will be the first iPhone with OLED screen, is expected to be released in September this year. Based on Apple's annual sales of about 200 million iPhone, which means that in this year's iPhone sales, about 30% will be equipped with OLED screen.
According to Japanese media reports, Apple has ordered 70 million OLED screen Samsung Display. However, in order to meet the growing demand from Apple, Samsung plans to produce 95 million screens for Apple to prepare for the rainy day.
Samsung and Apple are the world's top two handset makers. As they are equipped with OLED screens for flagship handsets this year, rivals are expected to face supply shortages because there are not many OLED screen suppliers. Samsung Display occupies more than 95% of mobile device OLED market share. LG monitors are also increasing the production of OLED panels.
CSC believes that OLED applications accelerate the process, a direct positive domestic OLED luminous materials and transmission materials intermediates business. China's OLED panel companies located only after Samsung and LG, located in the international second tier, the future is likely to rise; the rise of domestic panel companies will drive the rapid development of domestic materials companies. OLED transmission and luminescent materials enterprises focus on Wanrun shares, Puyang Huicheng, strong new material; OLED water vapor barrier membrane focus Kangdexin, Wanshun shares; polyimide (PI) substrate focus on the era of new material, Dan State Science and Technology. The current OLED theme market is still lack of catalyst is expected in 2017, Apple's mobile phones using OLED and BOE OLED panel production line in the second half of the operation will be two major catalysts, is expected to bring plate start.
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