According to experts, Apple plans to invest about $ 330 million to build a new screen factory in Taiwan. The factory will be responsible for developing microLED displays, Apple’s number one priority in the near future.
The new plant in Taiwan will be responsible for producing LED and microLED screens for iPhones, iPads, MacBooks and some other devices. The mini-LED solution is probably just a temporary alternative due to the fact that Apple’s goal is to produce MicroLED displays.
However, despite diverting investment to MicroLED displays, Apple certainly has not forgotten to invest in OLED screens, because this is the main screen technology on its product lines.
Since the iPhone X launched in 2017, it has marked a gradual change in Apple’s thinking as it gradually moved from LCD to OLED screens on recent iPhone models.
But screens have long been one of the most expensive components, so Apple is looking for new alternatives. For the time being, Apple can only stick with OLED screens and depend on third parties.
Apple failed to launch a new 5G iPhone model last year. But it is expected to launch up to four new 5G iPhone models this year. In addition to supporting 5G, all models are said to use the same OLED screen and this is certainly the big selling point of the iPhone 2020 series.
According to analysts and research organizations, Apple’s decision to abandon LCD screens and apply the entire OLED screen to the new iPhone is an interesting step. Because after this decision, the demand for OLED panels in the market will certainly increase sharply. This inadvertently promotes competition among suppliers and contributes to lower prices of OLED screens.
Most likely Apple will be one of the companies buying the most OLED panels in the world this year. According to DSCC, a company specializing in the analysis of the display market, Apple is expected to spend about $ 9.8 billion to buy OLED panels this year. This figure accounts for about 30% of the investment cost for OLED display technology globally.
In terms of spending on OLED panels, Samsung is still behind Apple with the amount spent on this screen technology is estimated at $ 8.8 billion, accounting for about 27% of global spending.
But unlike Apple, Samsung is able to control the supply because it owns a Samsung Display subsidiary that specializes in manufacturing screens and is also the main supplier of OLED panels for Apple on models like iPhone X, iPhone XS. , … Even according to rumors, the entire iPhone 12 series will use OLED screens provided by Samsung Display.
In the future, in addition to self-supply, Apple will also actively seek alternative supply of OLED screens from Chinese manufacturers, especially BOE. The position of the Chinese screen maker has increased significantly since supplying OLED screen cables to the Huawei Mate 20 series.
In addition, LG is also a potential supplier because at least LG has long experience in the field of manufacturing OLED panels, although, the production and production line of LG is not as high as Samsung.
Refer to Gizchina