IPhone 8 Release Date Delay? Samsung OLED Display Production At Full Speed


The report goes on to say that given these numbers and yield expectations, it's unlikely for all 2018 iPhones to move to OLED displays even after LG's production capacity is accounted for.

The Korean giant allegedly doubled its investment in OLED display production from 2015's figure - somewhere between $US3.55 billion (£2.7 billion) and $US4.44 billion (£3.38 billion) - to $US8.69 billion (£6.63 billion) a year ago, ET News reports, adding another $US7.72 billion (£5.88 billion) in the first half of 2017 alone. One panel can produce multiple iPhones. The said plant has a capacity to produce 124 million 6-inch panels and 130 million 5.8-inch panels at 100% production rate in a year. It's estimated that yields for Samsung Electronics are at 80% but yields for Apple will be at 60%.

ET News reports that Samsung's A2 production line has finished inspections, and is ready to "operate on full scale" to fulfil Apple's demands.

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The report claims that a full-scale production of the OLED panel for iPhone will be started by the end of August. Although it used to mainly produce flexible OLED panels that were for Samsung Electronics, Samsung Display started increasing amount of plant and equipment investment during second half of 2015 and increased its production capacity to 30,000 to 45,000 panels per month a year ago. The seven 6th generation flexible OLED lines will not produce iPhone panels exclusively. Apple sells about 200 million iPhones per year. The same lines will start manufacture 300,000 panels per month for Samsung and Chinese companies from the fourth quarter of this year.

As soon as Samsung Display's investments, which had heated up global display markets last year and this year, ended, industries are now turning their attention towards possibility of Samsung Display's investment into A5.

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