Apple has apparently signed a deal with Samsung Display, a subsidiary of Samsung Electronics, to build an additional 60 million organic light-emitting diode (OLED) panels for iPhone 8, The Korea Herald newspaper reported Monday. The deal is worth five trillion Korean won, or about a $4.3 billion.
The deal is in addition to an agreement that Apple and Samsung signed last year to supply 100 million OLED display panels for iPhone 8.
iPhone 8, or 10th Anniversary iPhone as affectionately dubbed by the media, is expected to adopt the unrivaled organic light-emitting diode (OLED) display technology as utilized on Apple Watch screens and the new MacBook Pro's Touch Bar.
OLEDs are more difficult and pricier to produce than the traditional LCD panels so the decision to outfit iPhone 8 with an OLED-based screen could cost Apple approximately $50 million in incremental costs in the March quarter, according to an investor memo from Cowen & Company's Timothy Arcuri obtained Monday by AppleInsider.
KGI Securities analyst Ming-Chi Kuo predicted in today's research note that Apple may adopt a combination of fingerprint and face detection sensors to supplant Touch ID.
In another note to clients obtained by MacRumors, Kuo claims that iPhone 8 will debut an enhanced form of 3D Touch technology with higher sensitivity and a wider range of pressure levels.
Apple's 2017 iPhone refresh should include an all-new iPhone 8 model widely expected to ditch the traditional power-hungry LCD technology in favor of the power-sipping OLED screens. Given Apple's scale and pent up demand for a refreshed iPhone industrial design, Apple's rivals are now worried that the company will eat up all the available supply of small and mid-sized OLED panels. According to DigiTimes, Apple's competitors are now rushing to secure production capacity for OLED panels, which could cause shortages.
Apple's contract manufacturer Foxconn is taking advantage of its acquisition of Sharp as the Japanese giant plans to set up an OLED production line in Zhengzhou, a city of six million people in an impoverished region of northern China, according to a report by Japan-based Nikkei that was cited Monday by trade publication DigiTimes.
Barclays Research analysts think Apple might offer iPhone 8 in two screen sizes, one measuring five inches diagonally and the other 5.8 inches. DigiTimes claimed in March that Apple had picked Samsung Display as the main supplier of 5.8-inch AMOLEDs.
In a follow-up report Thursday, DigiTimes reiterated that Samsung Display will be Apple's exclusive supplier of 5.8-inch AMOLED display panels for iPhone 8.
Yesterday's report on Bloomberg detailed Apple's search for the best organic light-emitting diodes (OLED) panels on the market. The company's quest to deploy advanced OLED screens on iPhone 8 reportedly hinges on a single supplier in the Japanese countryside, called Canon Tokki, which has been making OLED machines since 1993.
A small branch of Japanese imaging corporation Canon, Tokki has “a near monopoly” on the machines that suppliers use to churn out OLEDs in volume. Although it employs just 343 engineers, Tokki has 20 years of experience developing and perfecting OLED manufacturing equipment.
Samsung's next-generation Galaxy smartphone appears to be poised to beat Apple's upcoming iPhone 8 to the punch now that Bloomberg has corroborated much of SamMobile's report saying the Galaxy S8 will be a bezel-free device with a wraparound display featuring an in-screen Home button. The phone should be unveiled in February 2018 and launch in March.
That way, the Samsung device should enjoy a six-month lead over the iPhone 8's expected fall arrival. However, the Korean giant is considering scrapping plans for a dual-camera on the Galaxy S8 due to “higher manufacturing costs”, one of the sources told the news gathering organization.
The Wall Street Journal reported Monday that Apple has as many as ten different iPhone 8 prototypes under development, including a higher-priced model with an advanced display based on power-saving organic light-emitting diode (OLED) technology that multiple industry sources, analysts and supply chain makers have been talking about for months now.
Asian suppliers have been asked to increase output of thinner OLED displays and submit prototype screens “with better resolution than ones from Samsung” to Apple.
For all the talk of Apple's rumored switch to the superior, power-sipping organic light-emitting diode (OLED) display technology for next year's iPhones, it's increasingly looking like OLED screens will be limited to a single model.
That's because panel manufacturers are currently struggling to meet Apple's expectedly large order volume and stringent quality requirements. That OLED screens are far more difficult to produce than LCDs isn't helping either.
Bloomberg's Mark Gurman and Jungah Lee said today that four main OLED panel suppliers—Samsung Display, LG Display, Sharp and Japan Display—are currently suffering from yield issues, with constraints potentially continuing into 2018.
KGI Securities analyst Ming-Chi Kuo is out with a new report this morning. In his note to clients, a copy of which was obtained by AppleInsider, the revered analyst predicts that a brand new premium iPhone model will be joining the lineup next year alongside 4.7 and 5.5-inch models.
This brand new device should boast an all-new industrial design with a glass casing instead of metal and use OLED display technology, as reported before. According to the note, the active display area will be somewhere in between the current 4.7-inch iPhone 7 and the 5.5-inch iPhone 7 Plus, or about 5.2-inches diagonally.
The Wall Street Journal is reporting that Apple supplier Japan Display could receive a bailout of around ¥75 billion ($703 million) from the government-backed fund Innovation Network Corp. of Japan (INCJ), which is its largest shareholder with a 36 percent share.
People familiar with the matter said that the display maker might receive new financing from INCJ through an issuance of subordinated bonds and may possibly get “additional support” from the fund.