Taiwan media reported yesterday that due to the dysfunctional new LCD version of the LCD this year, Apple lowered its orders. This year's LCD version of the new iPhone purchases has been reduced to 30 million units, resulting in an insufficient number of orders. It was originally regarded as the main generation of the new iPhone version. The factory Wistron officially went out and missed the new iPhone assembly business this year.
According to the industry chain, Wistron was originally the main special-shaped screen manufacturer of JDI, and together with Heshuo (TW.4938), it is the main assembly and assembly business of Apple's old LCD version of the iPhone, so Apple's original plan, LCD version new The assembly of the iPhone is more likely to be dominated by Wistron.
However, according to the Taiwan media "Economic Daily" reported that after the investigation of Fubon Investment Survey, it was discovered that this year Apple originally intended to order the OEM of the new 6.1-inch LCD version of the iPhone from Hon Hai (TW.2317) and Pega. Wistron came to share it, but because Wistron had doubts about quality control in March this year, it touched the sensitive nerves of Apple, so the order was recycled by Apple and changed to Hon Hai and He Shuo. It is understood that this iPhone's OEM assembly orders, by Hon Hai to eat 75%, and Heshuo scored 25%.
Previously, supply chain sources told Li Xing that in order to avoid the delay in shipping due to problems with the supply of Face ID last year, Apple was about 20 days ahead of schedule this year, allowing suppliers to launch this year's new iPhone production. However, when the 6.1-inch LCD touch display module was trial-produced, a major quality accident with a zero first-time trial yield was unexpected.
According to the information disclosed by Apple insiders, because Apple has been using LCD display technology for various products for many years, and in the processing of Qi Hai's comprehensive screen, JDI and Wistron have long experience in mass production and shipping, Apple has no There are any concerns about the mass production of the new LCD display.
However, this year Apple has not used the in-cell embedded touch display technology on the 6.1-inch LCD touch display module, but returned to the GF plug-in touch display module like the iPad. Therefore, there is no problem in testing each component single product, but after the LCD display and the GF external touch screen are fully fitted and tested, there is a problem that the touch and the display are incompatible.
According to Li Xing, the biggest problem with the 6.1-inch LCD touch display module is the display brightness index. Apple hopes that the new board's 6.1-inch LCD touch display module will remain in brightness. The in-cell embedded touch screen display is roughly equivalent, but the new board's 6.1-inch LCD touch display module uses a GF plug-in touch screen, so there is a certain degree of reduction in brightness. Not the target that Apple had previously scheduled.
Previously, the industry has also reported that LGD in order to solve this problem, sampled using WRGB pseudo 2K screen for Apple test, to improve the opening rate and increase the brightness of white light display, to improve the brightness value of the entire LCD touch display module, but I do not know For what reason, Apple did not immediately adopt the board.
The industry speculated that Apple did not immediately use the LGD WRGB pseudo 2K screen. It is likely that JDI's production line does not have the mass production experience of WRGB products, and the WRGB driver and screen effects are also inconsistent with Apple's expectations. .
In addition, after the merger of Sharp and Hon Hai, Hon Hai has always wanted to get Sharp's mobile phone display back to the iPhone order. LGD can come up with WRGB products to give Apple a sample to solve the brightness problem, Sharp can also take out YRGB. Similar products to solve the brightness problem of Apple products, but these technologies are not the technology supported by Apple's existing driver ICs, nor the technology owned by JDI. Apple also needs to add a lot of debugging work in the existing color management software. In order to let the LCD display produced by these technologies restore the original display effect.
In any case, at least the 6.1-inch LCD version of the display of the brightness of the touch module is definitely a problem that Apple, LGD, JDI, and even Sharp need to face together. In general, the compatibility between the display and the touch, Apple can easily improve by modifying the circuit design of the sensor, but the brightness of the display touch module is increased, involving too many links, including LCD, backlight, Structural design and raw material selection of multiple devices such as touch screens.
Since Apple has not really given a solution for the 6.1-inch LCD version of the touch module, it is to lower the standard, let the supply chain re-select the product to calculate the yield and restart the production capacity, or to reinvent the template design. Redesigned the 6.1-inch LCD version of the touch module, and then opened the mold for trial production. The supply chain companies have not yet received an accurate response from Apple.
Therefore, some analysts in the industry believe that the shipment time of the new 6.1-inch LCD version of the iPhone may be delayed to November as last year's iPhone X, two months later than the original September. The LCD version of the iPhone's main assembly plant will only be left with Hon Hai and He Shuo. It is understood that this iPhone's OEM assembly order, Hon Hai eats 75%, and Heshuo scores 25%. Even if Wistron can get the assembly order of the new 6.1-inch LCD version of the iPhone, it will wait until next season, and the new 6.1-inch LCD version of the iPhone is really recognized by the market and sold. In the face of analysts' opinions, Heshuo, Hon Hai and Wistron did not respond, maintaining the position of not commenting on a single customer or a single product.
In addition, on the two new iPhone OEM orders for OLED display, the supply chain sources said that the 5.8-inch model was won by Hon Hai 100%. Since last week, Hon Hai has set up a new production line in China. Employee action, the main assembly site is still in Zhengzhou Foxconn. The other 6.5-inch model is Hon Hai's 90%, and Heshuo's 10% order production task.
Since the industry has been more optimistic about the market performance of the new LCD version of the iPhone, it is optimistic about the performance of the relevant upstream supply chain manufacturers this year. Therefore, the change in the order quantity of the LCD version of the new iPhone this year and the delay in the shipment date will affect the relevant companies this year. The performance has caused widespread concern in the industry. If Wistron is out of this year's LCD version of the new iPhon assembly foundry business, its related component suppliers this year's performance will certainly be greatly affected.