A report Wednesday by ET News contends that Apple is “close” to signing a definitive supply agreement with both Samsung Display and LG Display concerning OLED screens for future iPhones.
Although iOS devices have used ubiquitous liquid-crystal display (LCD) panels since their inception, organic light emitting diode (OLED) technology features deeper blacks and requires less power because it doesn't need a power-hungry backlight module to illuminate the pixels.
Samsung, which uses AMOLED screens in many of its flagship smartphones and tablets, could become a major provider of OLED panels for the iPhone maker as a deal is all but secured, according to an ETNews report Friday citing a Samsung Display employee.
The report arrives hot on the heels of a research note that KGI Securities analyst Ming-Chi Kuo sent to clients earlier this week, in which he estimated that Apple won’t be switching to AMOLED screens for iPhones anytime soon and will continue using the existing LCD display technology for at least the next three years.
Samsung's has devoted a team comprised of two-hundred skilled engineers to build mobile displays exclusively for Apple. The move indicates that the two technology giants are strengthening business ties, patent disputes notwithstanding, Bloomberg reported Wednesday.
The team formed April 1 and also helps with sales, people with direct knowledge of the matter said. In addition to the improved business relationship, analysts think the exclusivity of the business arrangement might indicate that Samsung Display could win more screen orders from Apple in the near future.
Despite their frequent disputes in the court room, Apple and Samsung remain close supply chain partners. The Cupertino company has been trying to distance itself, but Samsung still makes a number of components used in the firm's line of mobile products.
In fact, according to a new report by ZDNet Korea, the South Korean tech giant was Apple's number one iPad display supplier in the first quarter this year. The outlet says Samsung claimed the top spot by shipping 5.4 million panels for the iPad Air during Q1...
Run for years by the then op-chief Tim Cook, Apple's supply chain has become the stuff of the legend. Would-be watchers naively believe deciphering Apple's next move is as easy as keeping tabs on the chatter coming out of Asia's supply chain. Tim Cook, of course, begs to differ: on one of conference calls, Apple's boss cautioned investors against drawing conclusion from any one data point as the company's supply chain is a very complex beast.
So here's something for investors and fans to chew on: ET News reported Tuesday that Apple is considering tapping Samsung Display to produce low-power Retina screens for the upcoming second-generation iPad mini because AU Optronics (AUO) was unable to deliver. Samsung would presumably make the screens alongside LG Display, Sharp and perhaps Japan Display, according to a previous February 2013 report...
It appears that the bad blood between Apple and Samsung isn't enough to keep the two from working together. Despite previous reports that the iPad-maker is trying to distance itself from its rival, it has reportedly returned a large chunk of its LCD panel business back to Samsung...
DigiTimes, the-sometimes-reliable Taiwanese trade publication, on Monday ran a report which quotes sources with Taiwan's supply chain who claim that a fifth revision to Apple's full-size 9.7-inch iPad will be 25-33 percent lighter than its previous generation.
The fifth-generation iPad is believed to be entering trial production next month, meaning the device should be on track for a rumored September launch. Initial output is pegged at up to three million units until Apple and its manufacturing partners reach yield levels necessary to ramp up production...