two japanese companies were "excluded" from apple's supply chain
2024-09-09
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"japanese display manufacturers are paying a heavy price for not foreseeing apple's exit from liquid crystal displays (lcds)." the nikkei asian review reported on the 8th that two japanese manufacturers will be excluded from apple's supply chain as apple switches to organic light-emitting diode (oled) displays.
apple has reportedly informed relevant suppliers that the next-generation iphone se, which will be launched in 2025, will use oled displays. in addition, all new iphone models will not be equipped with lcd displays. currently, japan display inc. (jdi) and sharp supply lcd displays for the third-generation iphone se (the current version). since neither jdi nor sharp mass-produces oled screens for smartphones, this means that the two suppliers will lose apple orders. as for oled displays, korean and chinese companies have a larger market share. for higher-priced models, apple will purchase oled displays from samsung electronics and lg display of south korea and boe of china. currently, samsung electronics of south korea accounts for about half of the iphone oled display share, and boe of china accounts for about 20%.
the report believes that the turning point was in 2016, when apple's flagship models began to switch to oled displays, which disrupted jdi's panel shipment plan. at the same time, sharp fell into an operating crisis due to over-investment in large-size lcd panels for tvs. (ren zhong)▲
