iPhone傳明年全用OLED屏幕 鴻海成最大贏家
Date: 2018-05-30
News Type:
據韓媒報導，明年iPhone新機屏幕傳將全數搭載OLED屏幕，不再採用LCD。若成局，將牽動台灣蘋概股動態，鴻海是目前OLED版iPhone最大組裝廠，將成為大贏家，旗下GIS接單也可望增加。
另外，和碩與緯創後續雖有機會承接少量OLED機種訂單，但要克服新產品的學習曲線；至於OLED不用背光模塊，原本供應蘋果背光模塊的瑞儀可能面臨難題。
台灣廠商並未供應iPhone屏幕，目前蘋果唯一搭載OLED屏幕的iPhone X，是由南韓三星顯示器獨家供應OLED。鴻海、和碩、緯創向來不評論單一客戶產品訊息，業界認為，鴻海與蘋果從第一代機種合作迄今，有相當默契，預料在組裝製造上仍將是大贏家。蘋果今年主力機種仍有望由鴻海操刀，且在OLED機種製造上已有經驗，學習曲線有望縮短，將持續受惠新機需求。
和碩與緯創方面，業界認為，兩家業者目前以組裝LCD版iPhone為主，若2019年全改為OLED版，蘋果在分散供應鏈原則下，兩大組裝廠有機會獲得少量訂單，由於和碩與緯創先前並未組裝OLED版iPhone，初期將面臨學習曲線問題。
觸控面板方面，業界認為，樂金顯示器（LGD）可能加入OLED供應，與三星一同供貨給蘋果，若LGD願意釋出觸控面板貼合訂單，對鴻海旗下GIS將有正面幫助。 （新聞來源: 聯合新聞網）
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