Recently there are reports that Apple iPhone14 main panel supplier Samsung Display has been notified by Apple to add about 20 million iPhone14 Pro series panel orders. The report pointed out that this is due to Apple's iPhone14 high-end models Pro series models sales boom, Apple urgent additional orders 20 million units, equivalent to an increase of more than 22%.

 

 

However, according to the news back from the industry chain, Apple did not have additional orders for other components, and Apple let Samsung Display's scheduling plan to let transfer 20 million pieces of action, should be Apple to save mold costs, the orders that should have been given to LGD production handed over to Samsung Display.

 

 

 

There are also supply chain companies said that LGD due to the mass production of LTPOAMOLED panels, production line products appear with Samsung display mass production products display technical parameters are inconsistent, display effects have differences in the phenomenon, Apple in order to unify the display effect of the product in the end market, so it is possible that all the LTPOAMOLED panel orders temporarily all to Samsung display a production to To ensure product consistency, until Apple's display team and LGD's workshop engineers together to find the source of product display technology differences, as well as the feasibility of subsequent improvements, and then from the first quarter of next year to rearrange the order arrangements.

 

 

In fact, due to the global economy in the course of the global economic downturn caused by the epidemic, geopolitical conflicts and lack of innovation, global smartphone sales have not performed as well as expected. Although Apple can rely on its relatively high market retention rate to stabilize its market share and overall sales level, it is still relatively difficult to boost its sales in a stock market where the overall general market environment is not good.

 

 

Unlike previous years when Apple's new cell phone release race would generally pull up the share prices of companies listed in Apple's supply chain and increase their market value, the share prices of related fruit chain companies were not significantly stimulated to rise after Apple's fall launch this year, but instead, after the recent introduction of the consumer index, the share prices of Apple and most of its suppliers continued to adjust downward due to market fears of inflation exceeding expectations, and even the capital market began to Even the capital markets have begun to report that Apple has replaced Tesla as the largest shorting target in the market.

 

 

In fact, concerns in the capital markets about high-tech companies such as Apple are starting to get worse. In the overall economic downturn, the high-tech bubble in consumer electronics is becoming more and more evident, and there will be more and more capital to re-select the productivity track to improve the risk resistance of the geographic economy.

 

 

Back to Apple's procurement of LTPOAMOLED display, because LTPOAMOLED panel production than also come TFTAMOED panel production more than a few key processes, so in addition to the LTPO substrate base color will affect the OLED light-emitting quality, multi-layer line stacked LTPO drive line issued by the signal curve will also produce a certain offset, how to compensate These color shifts and electrical signal shifts, although the major panel factories in the year TFTLCD panel upgrade to wide viewing angle HD display, have accumulated a lot of experience, but in fact the real mass production process, the differences between the workshop process, as well as quality control processing mechanism, or will appear between the panel factory, each workshop production line out of the product, there will be a clear signature mark of the production line.

 

 

 

 

Apple's early LTPO patent map

 

 

How to eliminate these marks between different production lines, has long been a great headache for display driver chip companies, in excess of the display driver chip drive adjustment capacity outside the imprinted products, in addition to adding additional adjustment circuitry on the drive control circuit board, panel companies can generally only give specific orders for bulk digestion.

 

 

LTPOAMOLED orders Apple only placed to Samsung display and LGD, in the original order is a single, production rhythm and tighter, in order to ensure the speed of shipments, to grab more sales of products before the increase in inflation, Apple let the more experienced mass production of Samsung display full production of advanced LTPOAMOLED orders, and then re-transfer industry mass production level of about the same ordinary TFTAMOLED order quantity to different suppliers, is also the best solution for Apple at the moment.

 

 

In other words, if the Samsung display due to increased production LTPOAMOLED orders resulting in capacity runs, Apple will also let the original Samsung display production of ordinary TFTAMOLED orders to LGD to produce.