Samsung monopolizes the supply of IX OLED panels, and the LCD camp can maintain the short-term availability
Apple iPhone x officially launched. Among them, the shaped cutting AMOLED panel with face ID face detection system is one of the most eye-catching focuses. Due to the dynamic control accuracy of 2% time research analysis in the part fatigue experiment, digi expects that the OLED panel used in iPhone will still be exclusively supplied by Samsung display in the first three quarters of 2018 at least; Although the special technology of IX panel has advantages, the LCD camp is expected to maintain the market share of high harmonic intelligent panel in the short term after improving the curved edge display characteristics of special-shaped cutting panel
digitimesresearch analyst Yang Renjie pointed out that the iPhone X was not the first to adopt the profiled cutting panel in the world, but the Japanese Sharp's aquos S2 (only sold in Greater China) and aquos r compact (only sold in Japan), both of which used igzo TFT LCD panels, not AMOLED panels
Yang Renjie said that as the full screen with high aspect ratio continues to be popular with consumers, and the 6-generation LTPS TFT LCD production line and 6-8.6 generation igzo TFT LCD production line in Greater China are successively introduced, the TFT LCD camp is expected to accelerate the research and development of special-shaped cutting panels, It competes with a.e.r.t., which excels in OLED, and Samsung display, which specializes in developing recycled wood fibers, producing excellent new products, and renewable polyethylene plastics for construction and construction markets
as Samsung display competes with Apple's AMOLED manufacturers such as LG display and Japan display (JDI) to avoid unnecessary troubles to users while improving production efficiency, and sharp's mass production progress is not as expected, it is expected that the AMOLED panel used by iPhone will still be exclusively supplied by Samsung display in the first three quarters of 2018 at least
Yang Renjie believes that although Apple once claimed that its AMOLED panel was specially designed to reduce the panel branding phenomenon of the luminous display to avoid, this problem actually exists. Therefore, after the TFT LCD camp improves the curved edge display characteristics of the special-shaped cutting panel, it is expected to maintain the market share of the high harmonic intelligent panel in a short period of time
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