Can Sharp's OLED technology still compete with Samsung, which is already in production?

OFweek smart home network news Hon Hai chairman Terry Gou fight for Apple iPhone panel wake up? In the corporate circle, Sharp, the panel manufacturer of Hon Hai's switch to investment, believes that its own technology is too different from Samsung's technology to be sure to make a profit. Therefore, it intends to slow investment in OLED.

According to a report released by JPMorgan Chase, Sharp's OLED technology is still under research and development. To compete with Samsung, which is already mass-produced, is not difficult. Therefore, it is intended to reduce dependence on OLED panels instead of continuing to increase.

The Japan Economic News recently reported that Apple plans to sell 3 iPhones in the second half of 2018 and plans to use OLED panels in full. It is currently expected that the OLED panel required for the iPhone 8 to be sold in the second half of this year will be exclusively supplied by Samsung and will most likely be supplied by Samsung and LG Display (LGD) after 2018.

At the signing press conference between Hon Hai and Sharp last year, for the future market share of Hong Xia in the OLED panel, Terry Gou set a high standard and will grab 80% of the global OLED panel market. However, Terry Gou also emphasized that apart from OLED panels, Sharp also has leading global IGZO technology, which is used on tablet computers. In the future, Sharp will also develop new smart phone technologies.

According to Sharp's reconstruction plan, it will invest 200 billion yen (approximately NT$58 billion) and fully invest in the research and development of OLED panels and related equipment, and these amounts will account for Hon Hai’s investment of 388.8 billion yen in Sharp (approximately NT$112.7 billion). ) of 51%.

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