传京东方打入苹果供应链有望，将抢食三星与LGD订单

Release time：2019-12-30
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source：国际电子商情
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据韩媒Money Today报道，中国面板厂商京东方（BOE）的OLED屏有可能打入苹果供应链，并瓜分当前由韩国三星与LGD垄断的苹果OLED订单，苹果也将以此降低对三星与LGD的依赖……

报道称，京东方提供的OLED面板，预计将被苹果安装在2020年的iPhone产品上，目前已经进入测试阶段，最快2020年开始向iPhone供应OLED屏。

在此之前，产业链就有消息称，苹果和京东方关于明年发布的最新iPhone的屏幕测试已进入最后阶段，被测试屏幕为京东方生产的柔性OLED屏。不过，截至目前，苹果方面尚未公开宣布是否将京东方作为iPhone产品的OLED供应商。

目前，京东方AMOLED手机显示屏市场排名已居全球第二，并已宣布投资4条第6代柔性 AMOLED生产线，其设计产能均为48K/月，总投资均为465亿元人民币；其中，成都第 6代柔性AMOLED生产线一期已经满产，二期正在爬坡中；绵阳第6代柔性AMOLED生产线已量产；重庆第6代柔性AMOLED生产线项目已开工建设，预计2021年投产；此外，福州项目也正在规划中。

据悉，京东方柔性AMOLED显示产品已供货一线品牌客户的旗舰产品，如独供华为Mate X折叠手机产品。

韩媒的报道指出，苹果不希望过度依赖某一个供货商，因此会通过发展新的供应商降低整体OLED供应的风险。因此京东方的产品只要良率能达到苹果要求，就很有可能顺利进入在2020年成为苹果iPhone产品的OLED供应商。

韩国分析人士预测，到2021年，京东方将为iPhone出货4500万块OLED面板，LGD为2600万块。当然，三星依然会保有iPhone订单的大头，只是量级从去年的2.3亿块跌至1.5亿块。

此外，天风国际分析师郭明錤也曾在报告中表示，苹果降低整体OLED供应的风险有两个策略，其中一条就是让京东方成为iPhone新OLED屏供货商并逐渐提升供应比重。


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