AMOLED Stories April 6, 2016

It had always seemed obvious that Foxconn’s reason for buying display-maker Sharp was to acquire the capacity to make OLED displays for future iPhones – and a supply-chain report today supports this.

Sharp will set up one 4.5G and two 6G AMOLED production lines with monthly capacity of 13,000, 11,500 and 34,500 glass substrates respectively, with total monthly capacity of 9.85 million 5.5-inch equivalent panels.

While the source is Digitimes, this one seems likely to be at least broadly accurate.

Apple currently used OLED displays only in the Apple Watch, still relying on older LCD displays for the iPhone, but numerous reports suggest that the company plans to switch to OLED screens for iPhones at some point in 2017 or 2018.

Image: OLED display under microscope via Reddit

AMOLED Stories March 26, 2016

Reliable Apple analyst Ming-Chi Kuo at KGI Securities has today issued a new note in which he says that Apple will entirely revamp its iPhone lineup come 2017. According to Kuo, Apple in 2017 will release a new iPhone with glass casing and an AMOLED display. This somewhat contradicts an earlier note from the analyst that said Apple was aiming for an AMOLED iPhone by 2018.

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AMOLED Stories November 10, 2015

KGI: Apple unlikely to add AMOLED screens to iPhone as Foxconn builds out new LCD factory

In a research note, reliable supply chain analyst KGI’s Ming-Chi Kuo is suggesting that Apple is unlikely to bring AMOLED screens to the iPhone for many years to come, through 2018 at least, and almost certainly not coming to the iPhone 7.

OLED iPhones have been a long-running rumor but Apple has remained steadfast with investments in better LCD panels for the most part. Yield for OLED panels continues to be a big issue given the incredible scale Apple requires for iPhone shipments.

AMOLED Stories July 15, 2014

Chinese report claims iWatch to come in three models, sapphire and non-sapphire varieties

A report from the Economic Daily, which has had better reliability than most Chinese news sites (although should still be treated with relative skepticism), suggests that the iWatch will launch in three distinct models (via GforGames). Rumors of multiple iWatch SKU’s have been circulating for months now, including last month in the Wall Street Journal. Specifically, the report says that there will be one iWatch model with a 1.6 inch display and two different models featuring 1.8 inch panels. According to the report, one of the 1.8 inch models will feature a sapphire display.

AMOLED Stories July 10, 2014

Noted analyst Ming-Chi Kuo, who has provided relatively accurate information on future Apple product plans in the past (but frequent misses on timing), has issued a new report today indicating that the Apple smart watch will enter mass-production in November. Kuo’s previous estimate on production for the “iWatch” indicated that the device would enter mass-production rounds in September. “We have pushed back our estimated time of iWatch mass production from late-September to mid-/ late- November. We also lower our forecast of iWatch 2014 shipments by 40% to 3mn units,” Kuo wrote in today’s report. The analyst claims the push back is due to more complex hardware and software engineering in this first generation Apple product category.

Kuo also provides some tidbits as to what he is expecting the device to feature:

  • Flexible AMOLED display
  • Sapphire coated display cover
  • Higher waterproof standards
  • New system-on-a-chip components

Both a flexible AMOLED display and sapphire crystal display covers have been rumored in previous reports about the Apple smart watch, waterproofing technology makes sense in light of this being a fitness device that straps to a wrist, and we first reported in January that the iWatch will sport a new system on a chip to pack in numerous sensors that could track health data such as steps taken, calories burned, hydration, and sweat. The device, which will also include advanced mapping functionality per multiple sources, will integrate deeply with the iOS 8 operating system and its HealthKit software. We expect the device to be announced at a keynote address in October and launch by the 2014 holiday season.

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