It is rumored that Samsung Display will begin mass production of Apple's OLED panel for the next iPhone from May 2017. After Apple is expected to become a new force in the OLED market, it is expected to bring 7 trillion won (about 5.85 billion US dollars) to the upstream supply chain of displays, flexible circuit boards (FPCB), materials and equipment.
According to the Korean media ET News, industry news pointed out that Samsung Display has begun to prepare for mass production of Apple's OLED panels, and is currently purchasing panel raw materials. Relevant operators said that in order to meet Samsung's production schedule in May, the required volume is being adjusted.
According to the industry, since the launch time of the new iPhones is about September, the production panel will be mass-produced in May. The progress is obviously much ahead of schedule. It is possible that suppliers will require suppliers to start in advance because Apple adopts OLED panels for the first time.
Apple iPhone can sell about 200 million per year, so the iPhone with OLED panel is undoubtedly a great news for the supply chain; Samsung monitors are also expected to increase 2017 results due to Apple OLED orders, revenue estimates of 30 trillion to 35 In terms of trillion won, the operating profit can be seen at 6 trillion won, about three times that of 2016.
The flexible circuit boards used in Samsung display OLED panels are all produced by Korean manufacturers. The suppliers include Samsung Electronics (Semco), Interflex, BHflex, etc., which are expected to generate more than 1 trillion won for these operators. South Korean securities firms predict that Interflex and BHflex will each add about 400 billion won in 2017 revenue.
In addition to Korean companies such as Samsung SDI (Samsung SDI), foreign companies such as Dow Chemical and SFC are also expected to benefit from the OLED raw material supplier.
Samsung Display should continue to invest in OLED production equipment in 2017. Therefore, ICD, AP Systems, Tera Semicon, Viatron, HB Technology, Charm Engineering, etc., who have supplied equipment to Samsung Display in 2016, should continue to invest in 2017.
It is reported that in 2017, Samsung Display will make a two-stage investment in the Ashan A3 production line, and establish a production line specializing in the production of Apple OLED panels. The monthly output calculated by the 6th generation line substrate (1,500 & TImes; 1,850mm) can be used in each stage. It will increase 15,000 pieces and increase production capacity sequentially from the second quarter. It is estimated that the total production capacity will be 45,000 pieces per month by the end of 2017.
According to the industry, the monthly production capacity of Samsung Display Apple's special panel production line in the second, third and fourth quarters of 2017 will be 15,000, 30,000 and 35,000 respectively; each 6-generation line substrate can be cut into 250 pieces. Mobile phone panel.
In 2016, Samsung's display OLED business revenue was about 16 trillion won. In 2017, with the addition of Apple, OLED business revenue is expected to reach 24 trillion won.
Shenzhen Wei Ka Technology Co.,Ltd. , https://www.zgarvape.com