IPhone sales plummet, resulting in excess capacity of flexible OLED
IPhone sales plummet, resulting in excess capacity of flexible OLED

On September 2, it was reported that Korean media reported that at least 19 folding phones were ready to be released in 2020, and even Google was seriously exploring the business opportunities of such devices. The manufacturers developing folding phones include Samsung, Huawei, Xiaomi OPPO、vivo、 Lenovo, Royole, TCL, etc.

Google has introduced system interface support, and Android 10 can be used on folding mobile phones very well. This may be thanks to industry pioneers such as Huawei and Samsung. Foreign media believe that due to the sharp drop in iPhone sales and excess capacity of flexible OLED screens in the market, there is a lot of capacity for folding phones.

Samsung has produced a lot of excess capacity, so the company hopes that OLED iPhone sales will be better than now. According to the report, because Apple has ordered a fixed number of OLED screens from Samsung in the contract, Apple needs to make compensation to Samsung after the demand decreases. According to the analysis of DSCC, the supply of flexible OLED was 47% more than the demand last year, and will reach 52% in 2019.

The overcapacity led to the decline in the price of flexible OLEDs, which made other mobile phone manufacturers interested in exploring new designs, such as foldable and conservative, drill screen and fingerprint under the screen. Samsung LG、 The oversupply of small flexible OLED panels produced by BOE, Vicino and CSOT will gradually ease in the next few years, and will reach an affordable level as soon as 2021.


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