According to Korean media reports, Apple's orders to suppliers, the number of new machine displays in 2018: 6.5 inches new iPhone OLED display 45 million, 5.84 inches new iPhone OLED display 25 million, total OLED The order quantity of the display screen is 70 million pieces; And the order quantity of 6.1 inches new iPhone LCD display will reduce to 30 million pieces.
Earlier media reports said that in order to attract Android users, Apple will vigorously promote its LCD version of the new iPhone, which is the new 6.1-inch iPhone. The LCD display is supplied by JDI and LGD. The total number of orders in the annual cycle exceeds 100 million, which is the number of new iPhone models for the OLED version.
Some Apple engineers also said that at present, there is not enough evidence to prove that consumers can distinguish between LCD and OLED experience differences, but the cost of OLED display is much higher than the LCD display.
However, according to news reports from the supply chain, due to Apple's addition of an external touch screen in the new iPhone version of the LCD, to solve the problem of increased resolution, the lack of duty cycle between display and touch, but also To pave the way for later promotion of Apple's stylus. However, in the actual first trial production of small batches, it is likely that there is a compatibility problem with Apple's design, and the trial production yield of the LCD display touch module is zero.
Affected by this, foreign analysts believe that the time-to-market for new LCD phones with LCD versions in 2018 will be postponed to November, and the order volume for the new 6.1-inch new iPhone LCD screens is also due to the delay in volume production. In order to ensure the entire shipment volume, the number of orders for the new 6.5-inch iPhone OLED display had to be increased from 25 million to 45 million.
The number of orders for new aircraft of Apple every year has become the trend indicator of the future product direction of the entire mobile phone industry chain, especially the peripheral accessories companies that are parasitic on Apple's mobile phone products, such as the fuselage protection shell enterprises. Therefore, the industry has a large number of research institutions for a large number of research on Apple's supply chain companies in order to predict the industry's future development direction and profitability.
At present, under the circumstances that the industry's flexible OLED production capacity is limited, changes in the order volume of the new Apple iPhone's new iPhone, as well as the delay in the time to market, will not only directly affect the production performance of Apple's iPhone handset LCD display companies, JDI and LGD, but also It has a greater negative impact on the surrounding accessory companies that originally used Apple's LCD display iPhone handsets.
The layout of LGD and JDI on the OLED mobile phone screen has obviously slowed down, or almost stagnant. If Apple's order on the LCD screen further shrinks, and eventually all use OLED display, LGD and JDI may completely lose the iPhone. Display order.