LCD bye! Apple next year's 3 new machines will fully adopt AMOLED panels

With the gradual mass production of LG’s AMOLED panels, the specifications of Apple’s 3 new phones next year will be exposed. WitsView analyst Fan Boyu pointed out that next year’s Apple’s new phones will have larger or smaller panel specifications, and 3 new phones will be fully adopted in the second half of the year. Samsung is still the main supplier of AMOLED panels. It remains to be seen whether BOE has the opportunity to join the supply chain.

Apple released 3 mobile phones in the iPhone 11 series in September this year. Among them, only the iPhone 11 uses a 6.1-inch LCD panel (LTPS-LCD), and the iPhone 11 Pro and iPhone 11 Pro Max use 5.8-inch and 6.5-inch AMOLED screens, respectively. Fan Boyu pointed out that for the new iPhone planned for the second half of next year, in addition to the 4.7-inch iPhone SE2 launched in the first half of the year, LCD can also be seen. In the second half of the year, 3 new models will fully adopt AMOLED screens, which will cause a major reshuffle of panel and touch manufacturers. .

Although AMOLED panels are considered to be higher-end than LCDs, that is, the current LTPS panels, both in terms of brightness and picture contrast, they perform better than iPhone 11, but based on current sales data, they are the best-selling The good one is iPhone 11.

Fan Boyu said that it may be that Apple’s initial stocking was too negative. Recently, there have been news of Apple’s increase in the supply chain, and there has been a shortage of components. However, the overall iPhone sales this year is expected to decline compared with last year. The recession is not as pessimistic as it was originally. It is estimated that iPhone sales this year will be between 185 million and 190 million.

As for market rumors, after the mass production of China BOE’s 6-generation flexible AMOLED production line, it is expected to become an Apple iPhone supplier. Fan Boyu believes that the opportunity is small. Among the three new iPhone models next year, the size is 5.4. -Inch, 6.1-inch and 6.7-inch, of which 5.4-inch and 6.7-inch AMOLED will be exclusively supplied by Samsung and are also new sizes, and 6.1-inch will be jointly shipped by Samsung and LG, but these three new models are expected to be AMOLED screens. .

BOE may actively strive for 6.1-inch orders, but whether BOE can meet Apple's requirements in terms of quality and yield is still quite variable.

In addition to these three new models of the year, it is rumored that Apple may also launch iPhoneSE2 in the first half of next year, and it is expected that JDI’s 4.7-inch LTPS panel will still be used.

Source: Free Finance

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