According to a report of Taiwanese trade publication DigiTimes last week, Samsung is in the production to supply up to eighty million panels for iPhone 8, which is based on the active-matrix organic light-emitting diode (AMOLED) technology.
Regarding to previous rumors, Samsung will make around 80 million AMOLED panels in 2017, which will be used to provide for Samsung Electronics and other smartphone clients. Samsung is also expected to keep some flexibility in case Apple makes more orders.
The report also states that component makers have been kicking off the mass production of both the AMOLED-based iPhone 8 models and the iterative LCD-based panels of iPhone 7s and iPhone 7s Plus, the next generation of iPhone 7/7 Plus featuring a reinforced glass chassis with a shiny metal frame covering the “glass sandwich” design.
Indicated by the manufacturing status of the supply chain, until the mid-September, iPhone 8 still starts the mass production. In the third quarter, the production of iPhone 8 will stops at around three million units, which means Apple will not be able to meet the demand for weeks or even months.
Switching the next iPhone generation from LCD to AMOLED panels is a big change for Apple’s supply chain, which is given the tens of millions of iPhones sells each quarter. Although other suppliers, like Sharp and LG Display are also pouring a lot of money into AMOLED production plans, they will not join the AMOLED supply for Apple before 2018.
Counting the shipments of iPhones, including iPhone 7, iPhone 7 Plus, iPhone 6s, iPhone 6s Plus, iPhone SE and the iPhone 6 32GB are expected to gain a total of 25-30 million units in the second half of 2017, which bringing the overall iPhone shipments in the third quarter to reach about 45-50 million units.