Regardless of how the media sang faded apple, iPhone is still the most profitable mobile phone, Apple is also the highest market value. Therefore, it is always the goal of apple-related interests.
In terms of processor, TSMC and Samsung are giants manufactured global processor. It is also the most reliable processor manufacturer of Apple in the past few years. It is mainly Samsung is responsible for the production of IPHONE A series of processors. year.
That year, Apple handed over two orders of the A series of processors, and Samsung accounted for the big head, but after the iPhone released, the market was discovered more advantage of Samsung's process, but it is not as good as Taimen Electric production. The processor, in the subsequent four years (2014-2017, Apple handed the home A series of processor orders to TATES.
However, with the trend of Apple's OLED panel, the Samsung will also supply OLED panel for Apple iPhone 8, Samsung, this advantage actively grabs Apple A12 orders, it is reported that the ultra-ultraviolet photovation (EUV) machine has been purchased in the near future. Ready to produce the A12 processor wafer that will be launched for Apple 2018.
Although today's market rumors Samsung will stage a revenge, Tajagnual electricity will not be able to take Apple orders next year, but Today's power stock price is not affected, the early discharge is red, the midday is still a flat plate, small rose 0.2 %.
In fact, Samsung is the world's largest smartphone OLED panel provider, in order to consolidate OLED application smartphone advantages, with considerable ambitions on the technical layout, it is reported that Samsung Display is chasing, will squat 20 billion US dollars build the world's largest OLED panel factory, in order to raise the technical and cost gap between suppliers with domestic panels, and build a technical high wall for their own competitiveness.
The OLED panel market share is unmountable. Apple expects this year's iPhone 8 will use OLED panel, while Samsung has an exclusive supply of iPhone 8 with an advantage of OLED panel, Tiger, a new iPhone A12 wafer order.
According to Korean media reports, Samsung jointly implemented Changshi Wu Wu, visited Apple Headquarters last month, played a key role, and the right to say Wuzhen used two companies in OLD, convincing. Apple's high-rise, successfully won the 2018 version of the A12 wafer part of the A12 wafer.
However, this is not a good thing for Apple, the OLED panel trend is unstoppable, but only Samsung, only Samsung, which can provide excellent OLED panel, which is also a big apple that is not allowed to be supplied. problem.
Of course, Apple is not sitting, and I have acquired a company named luxvue as soon as I got the company's Micro-LED technology, and Micro-LED is better than OLED in theory. It has been cooperated with LG. Question, expect to use in Apple Watch in 2018-2019.
If Apple's next-generation Apple Watch is really modified by Micro LED panel, the current Apple Watch OLED panel exclusive supplier LG Display (LGD) will therefore lose about 20 million won, but this is still a small case, once Apple will intelligently Mobile phone iPhone also uses Micro LED panel, Samsung, and LGD will be honest.
At Samsung, Apple hopes to build a technical barrier, I hope that domestic panel suppliers will grow up as soon as possible and develop their own advantages.
Original link: https://www.eeboard.com/news/sam-9/
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