Hon Hai invested in Sharp's OLED production line. Market participants pointed out that Japan's Canon Tokki has mastered OLED key process equipment, and Sharp has to try to get the key equipment before South Korea's Samsung and China's BOE.
Sharp on September 30, the board of directors decided to invest in the advanced production line of organic light-emitting diode (OLED), investing 57.4 billion yen to introduce OLED panel substrates, OLED manufacturing and installation of the necessary process equipment for substrate TFT film formation, in the substrate through The process of over-evaporating and coating the OLED material, and mounting the periphery of the driver IC.
Market participants pointed out that Japanese equipment manufacturer Canon Tokki has mastered OLED organic evaporation key process equipment, including Samsung's SamsungDisplay and China's mainland BOE, and actively ordered OLED equipment from Canon Tokki. In addition, South Korea's LG Display also ordered from Canon Tokki.
Market participants said that considering the digestive speed of Japanese Canon Tokki customer orders, Sharp must try to get ahead of South Korea's Samsung and China's mainland BOE to get key OLED equipment.
Market participants pointed out that Hon Hai has promoted Sharp's investment in OLED production line, in order to consolidate its future supply capacity for Apple's iPhone panel, and to compete with South Korea's LGDisplay, Samsung's Samsung Display, and Japanese display company JDI.
Sharp pointed out that the main production line of OLED will be located in the Mie Business Office of the Duo-gun, Duoqi-cho, Mie Prefecture, Japan, and the Osaka (Tokubu) City Office.
The Sharp project-related OLED production line will begin operations and operation from April to June 2018.
Bloomberg quoted an anonymous source as saying that whether the OLED supply agreement can be achieved depends on Sharp's capacity. According to sources, Apple and Sharp agreed to supply new OLED panels.
South Korean media previously quoted sources as saying that Samsung Display has signed a contract with Apple to provide 5.5-inch OLED panel products for Apple's next-generation iPhone starting in 2017 next year; Samsung Display will begin shipping in May 2017.
According to reports and disclosure, Samsung Display is located in the A3 plant in Asan, South Korea, and may further expand its production to supply the OLED panels required for the Apple iPhone. The Asan Factory is an important base for the production of flexible OLED panels.
According to the contents of Sharp's March 30 announcement, Hon Hai and Sharp plan to invest in 200 billion yen in June 2019 to invest in flexible OLED panel products.
It is expected that Apple will adopt OLED panels for new iPhones next year. The Nikkei Asian Review previously quoted sources as saying that Apple will launch three new iPhone models next year, including a 5.5-inch large-size OLED screen model, possibly with a double-sided curved OLED screen design.
KGI’s analyst Guo Minghao predicted in late March that the new iPhone screen size will have a 5.8-inch specification in 2017 and adopt an active organic light-emitting diode (AMOLED) panel. The product portfolio depends on the supply of AMOLED panels. .
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