Samsung's impact on the entire mobile phone industry chain is still very deep, such as this year's unusually tight OLED screen supply, with the iPhone's entry will make this area of the original capacity to become more limited.
At present, Samsung still dominates the production of AMOLED panels. The latter's annual production capacity will exceed 100 million. In the next five years, they will continue to dominate the supply of global AMOLED panels. Of course, LG, JDI, etc. are also rapidly catching up, and South Korea as a whole. Japan has an absolute monopoly on AMOLED panels.
In order to break this monopoly, and of course conform to the development of the entire market, domestic screen manufacturers such as BOE Technology Group, China Star Optoelectronics, Tianma Microelectronics, Hehui Optoelectronics, Kunshan Guoxian, and Rouyu Technology have begun mass production of AMOLEDs. The production capacity is 4.02 million, of course, this production capacity is still quite limited, but the momentum of this catch-up is becoming stronger.
It is worth noting that there have been previous reports that Apple tested BOE's OLED screen and intended it to produce a part of the OLED screen used by the iPhone. If this happens, domestic screen suppliers will grow even faster.