iPhone 11 LCD orders are not as expected, JDI Baishan factory still suspended indefinitely
On September 10th, Apple released three new models of iPhone 11, iPhone 11 Pro, and iPhone 11 Pro Max at the new product launch conference. iPhone 11 Pro/11 Pro Max is equipped with LCD for Samsung panel and iPhone 11 is equipped with liquid crystal panel (LCD ), the three new models will go on sale on September 20.
However, the new iPhone 11 order does not seem to be able to save its troubled LCD supplier JDI.
According to the Nikkan Kogyo Shimbun reported on September 13th, one of Apple’s LCD suppliers, JDI’s Baishan factory, will suspend operations indefinitely, mainly because the iPhone 11 LCD orders are not as good as originally expected.
According to reports, because Apple expects that the new iPhone LCD orders to be sold on September 20 will be less than originally expected, the Mobara plant alone can meet the demand, which also made JDI decide to extend the suspension of the Hakusan plant Although the extended shutdown will not set a deadline, it is estimated that JDI will re-evaluate the storage and waste of the Baishan factory in one year.
In response, JDI issued a press release on the 13th after the Japanese stock market announced that it will extend the suspension of the main Hakusan plant (located in Hakusan City, Ishikawa Prefecture) for a period of time. This is because the demand for LCD panels for smartphones continues to be sluggish, and the restart period has not yet been determined. The mainland China and Hong Kong funds that have concluded capital business cooperation with the company still have a sense of opacity, and the tightrope for reorganization continues.
JDI announced in June that its Baishan plant would be suspended from July to September due to the sluggish demand for LCD panels and the intensified competition from manufacturers in China and other places. Previously, it was stated that it would determine the period of recommencement before the end of September. As for when to restart, it will also be judged based on the demand for smart phones from Apple, the main customer, and the fund's intentions.
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