Wired
According to China Business News, after Sharp acquired the Hakusan factory of Japan Display Corporation (JDI) at the end of last month, the supply chain reported yesterday that Apple asked Sharp to increase production of iPhone panels, and the Hakusan factory will restart within this year.
In this regard, Sharp has not yet responded.
Chen Jun, the chief analyst of Qunzhi Consulting, said today that Sharp will become the largest supplier of LCD (liquid crystal) screens for iPhone mobile phones in the future and continue to increase its B2B business. On August 28, Sharp announced that it would spend US$390 million to acquire JDI’s Baishan factory.
Apple’s latest iPhone 11 series currently uses LCD and OLED screens. The 5.8-inch iPhone 11 Pro and the 6.5-inch iPhone 11 Pro Max use OLED screens, while the 6.1-inch iPhone 11 is an LCD screen.
Apple’s next-generation iPhone 12 series will include four models. According to current news, all four models in this series use OLED screens, and at least 5G models use OLED screens.
Analyst Chen Jun said that Apple will still retain a mobile phone product with LCD screen in the next three to five years. Currently LGD, JDI and Sharp are the main LCD screen suppliers for Apple mobile phones. However, LGD will supply OLED screens to Apple next year, thus exiting the list of LCD screen suppliers.
As the “father of liquid crystals”, Sharp currently only has a 4.5-generation OLED production line, so its LCD business will occupy the main part.
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