iPhone8 may not be expected to ship next year! Four major OLED suppliers have insufficient capacity

On November 17th, according to foreign media reports, Apple has developed a big plan to equip the next iPhone with colorful and energy-efficient OLED screens to attract users through this new technology. OLED screens have been adopted by other high-end handset manufacturers.

But the problem is that the four major screen suppliers are not able to come up with enough capacity to produce screens for next year's new iPhone. According to people familiar with the matter, this shortage of supply will continue until 2018, which is a potential challenge for Apple.

According to people familiar with the matter, the production of OLED screens is more difficult, which makes Apple subject to the capacity of suppliers, who are still trying to achieve mass production of OLED screens. The current four major screen manufacturers are Samsung Display, LG Display, Sharp, and Japan Display. Although Samsung's display is expected to become the exclusive supplier of Apple's OLED screen next year, Samsung's demand may not produce enough OELD screens due to lower screen yields and increased demand from Apple.

Supply restrictions may force Apple to only have an OLED screen on one of the next-generation iPhone models, delaying the deployment of this technology or causing other problems.

"Apple has already expected that the demand for OLED models will be very strong, and we also know that there are limited supply problems for OLED panels," said Dan Panzica, supply chain analyst at market research firm IHS Markit. He said that Apple itself has strict requirements on the quality of the screen, and the production of OLED panels is more difficult, which is likely to cause limited supply problems.

The iPhone will be on its 10th anniversary next year. People familiar with the matter said that Apple plans to equip at least one new iPhone model with an OLED screen next year. KGI Securities analyst Guo Mingxi said that the other two new iPhone models continue to use the old LCD panel technology, in part because suppliers can not produce enough OLED screens to meet Apple's needs.

“Display technology is still a very important selling point,” said Ben Bajarin, an analyst at market research firm CreaTIve Strategies. Apple has previously used the new display technology as an iPhone selling point. For example, Apple introduced the retina display for the first time in 2010, and then increased the screen size of the iPhone 5 for the first time in 2012. In 2014, Apple offered the iPhone 6 a new screen selection of 4.7-inch and 5.5-inch.

According to people familiar with the matter, the new iPhone with OLED screen will adopt a new design, and the back will also be made of glass. It features a borderless screen with a built-in virtual Home button instead of a physical button that can be pressed. An Apple spokesperson declined to comment.

According to Apple's convention, all models will adopt new technologies, such as 3D Touch and Apple Pay, when the new iPhone is released in September. For Apple, it is unusual to use different core screen technologies on the same generation of iPhone models. Currently, all iPhone 7 models use LCD screens. However, Apple may have no choice.

The OLED screens of Sharp and Japanese monitors are still in beta and are scheduled to go into production in 2018, but they are also managing market expectations. "Now everyone is talking about OLEDs. I am not sure about the future of this technology," Sharp President Dai Zhengwu told reporters recently. "We need to develop this technology, but our success remains to be seen."

Shuji Aruga, president of Japan's monitors, said earlier this month that LCD screens and OLED screens would each account for half of the high-end mobile phone screens. "We haven't reached the point where we can make decisive choices between OLED screens and LCD screens," he said. "We need to produce OLED screens in case we don't get anything when OLED technology dominates the market."

LG monitors are currently lagging behind in the development of mobile phone OLED screens. "Compared to the large-size OLED screens used in TVs, we did make a big step in investing in small-size OLED screens," LG Display CEO Han Sang-beom said earlier this year. He said that the company is now aware of the importance of OLED screens for smartphones.

People familiar with the matter said that Apple and Samsung have reached an exclusive agreement for the supply of OLED screens next year. However, this still does not guarantee that Samsung can produce enough OLED screens to meet the needs of the new iPhone. For example, Samsung can't even supply enough OLED screens for its own phones. A Samsung monitor spokesperson declined to comment.

Apple provided Samsung with an order for the first batch of OLED screens of 100 million units a year. Even so, Samsung may only be able to deliver some orders to Apple during the 2017 shopping season. Apple sold about 75 million iPhones during the shopping season last year. Some analysts expect iPhone sales to reach 90 million units in the fourth quarter of next year.

The OLED screen that Apple ordered from Samsung is larger than 5 inches. If Samsung's OLED panel production increase plan is blocked when the new iPhone is released next fall, then Apple may not have another major supplier that can be turned for. That's why Apple usually works with multiple suppliers on key components. Currently, Apple's LCD screen comes from several major Asian screen manufacturers. But at least next year, Apple's OLED screen supply may be just a supplier's business.

Apple has also encountered supply problems before. For example, Apple considered in 2014 to equip the iPhone 6 with a harder sapphire screen. Although Apple funded the only supplier, GT Advanced, to increase the production of sapphire screens, it is difficult for the manufacturer to produce enough qualified sapphire glass. Apple was forced to abandon the plan, and GT Advanced eventually filed for bankruptcy protection.

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