UPDATED. 2024-07-19 07:49 (금)
CSOT forms team to eye iPhone OLED supply
CSOT forms team to eye iPhone OLED supply
  • Gijong Lee
  • 승인 2022.01.27 09:44
  • 댓글 0
이 기사를 공유합니다

Chinese firm to review panels from T4 line with Apple
Image: Apple
Image: Apple

Chinese display maker CSOT has formed a team to evaluate its production line in a bid to supply OLED panels to Apple for iPhones, TheElec has learned.

CSOT, together with Apple, first review the OLED panel produced from its T4 factory at Wuhan, China, sources said.

T4 can manufacture Gen 6 (1500x1850mm) flexible OLED panels. 

The factory is designed to house three phases for a total capacity of 45,000 substrates per month. Two phases are currently live.

If panels made at T4 meet the requirement of Apple, CSOT is planning to invest in a demo line.

The Chinese company will then evaluate the yield of the demo line and the performances of the panels made there.

CSOT will likely decide on whether it will use T4 to manufacture OLED panels for iPhones or to build another line after the evaluation.

The Chinese company had supplied OLED panels for Samsung’s legacy Galaxy M models last year. It will be supplying OLED panels for Galaxy A73 this year.

However, it won’t be an easy road for CSOT to enter Apple’s OLED panel supply chain.

China’s largest display panel maker, BOE, had failed multiple times in Cupertino’s evaluation processes before finally being able to supply OLED panels to the iPhone maker.

BOE has also only been able to supply 6.06-inch low-temperature polycrystalline silicon (LTPS) OLED panels to Apple for the past two years __ for iPhone 12 and iPhone 13. It will also be supplying the same panels for iPhone 14 this year.

The company will need to develop its own low-temperature polycrystalline oxide (LTPO) OLED panels to win more orders for future iPhone models.

CSOT’s T4 factory can currently only handle LTPS OLED panel orders. It is highly unlikely that Apple will feel the need to include CSOT in its supply chain as it already has BOE as a supplier of panels with the same specification.

Cupertino can also already use BOE to pressure Samsung Display and LG Display into lowering their unit prices. BOE’s OLED production capacity will also expand to 144,000 substrates per month by the end of this year or early next year, triple that of the maximum capacity at CSOT’s T4 factory.

CSOT’s T4 factory also has a very low operation rate as of now, sources said, another reason why it wants Apple’s evaluation.

Meanwhile, fellow Chinese display panel maker Visionox also went through Apple’s evaluation during the fourth quarter last year to win orders for OLED panels.

It failed to pass the evaluation, but the company has been spending on flexible OLED panels since 2018, and will likely try again.

Visionox also needs to win more orders for flexible OLED panels due to the vacuum left by Huawei, which was the largest buyer of flexible OLED panels among Chinese smartphone makers.

삭제한 댓글은 다시 복구할 수 없습니다.
그래도 삭제하시겠습니까?
댓글 0
계정을 선택하시면 로그인·계정인증을 통해
댓글을 남기실 수 있습니다.

  • 515, Nonhyeon-ro, Gangnam-gu, Seoul, Republic of Korea 4F, Ahsung Bldg.
  • 대표전화 : 82-2-2658-4707
  • 팩스 : 82-2-2659-4707
  • 청소년보호책임자 : Stan LEE
  • 법인명 : The Elec Inc.
  • 제호 : THE ELEC, Korea Electronics Industry Media
  • 등록번호 : 서울, 아05435
  • 등록일 : 2018-10-15
  • 발행일 : 2018-10-15
  • 발행인 : JY HAN
  • 편집인 : JY HAN
  • THE ELEC, Korea Electronics Industry Media Prohibiting unauthorized duplication,publishing,modification and distribution the material on this Site for any purpose.
  • Copyright © 2024 THE ELEC, Korea Electronics Industry Media. All rights reserved. mail to powerusr@thelec.kr