Idea Sharing 2016-07-11
According to reports, Apple will use an OLED screen in iPhone in 2017 and have been notified of the supply chain vendors, will be in 2018 in all of the iPhone with OLED screen. In Apple important in the generation of industry and commerce, Hon Hai's sharp recently held a general meeting of shareholders, Gou said, OLED will be sharp on the integration of a new direction, will be in 2018 before shipment OLED panel to customers. As the world's largest maker of OLED, and is also the core of the apple display suppliers, Samsung has OLED business completely and LCD business divestiture.
The OLED industry can be divided into upper, middle and lower three stages of production, upstream equipment manufacturing, materials manufacturing and assembly of parts, including the manufacture of OLED intermediates and sublimation of materials (coarse monomer); midstream OLED panel manufacturing; downstream display terminals, and other areas of application. As if the supplier can directly benefit, then mainly reflected in the OLED intermediates, but a limited profit.
Domestic intermediate enterprises directly benefit. According to the estimation, 2015 OLED terminal organic materials market share of about $39 billion, corresponding to the intermediate market share about $4 billion, nearly 25 billion yuan, 2020 OLED organic materials, intermediates in the market scale is expected to grow to 60 billion yuan.
(editor: Lily)
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