JP Morgan analysts named the exclusive supplier of OLED screens for the Apple iPhone
Apple attributed the intention to use in the iPhone next-generation OLED screens raises the question: who will act as their supplier and will be able to capitalize on the desire of Apple to follow a market leader, has long been using OLED screens in its smartphones?
Among those who in the future could act as a vendor, appear on the company Japan Display, which supplies Apple’s LCD panels, and company Sharp, has recently been under full control of the company Foxconn, which manufactures Apple products. However, at the moment on the market of OLED panels small size unconditionally dominated by Samsung.
Not surprisingly, research company JP Morgan referenced source, are called the exclusive supplier of OLED panels for smartphones Apple iPhone Samsung. This title is the South Korean manufacturer will keep until at least 2018.
JP Morgan believe that the OLED screen receives one of the three iPhone models released in 2017. In the third quarter of devices with OLED will be shipped 16.6 million units in the fourth — to 38.4 million units. In 2018 the volume of deliveries will increase significantly.
Assessment JP Morgan, trade displays and this year Samsung brought 6% of revenue. Next year this figure will increase to 15%, and in 2018 — to 19%.