Flexible AMOLED dystocia apple iWatch listed or postponed to the fourth quarter

Apple iWatch has attracted much attention, but recently the market has reported that LGD's flexible AMOLED panel trial production is not smooth, not only the time to market may be postponed to the fourth quarter, this year's shipments may be revised down to 2 million. Related supply chains, including touch panel supplier F-TPK, and assembly plant Guangda, will all be affected.

The industry said that flexible AMOLED is the first mass production technology, which has certain difficulties, so the initial supply may not be large. In addition, iWatch prices are positioned in high-end products, so shipments are estimated to be several million. The iWatch assembly plant is Quanta, the touch panel supplier is Yuhong, and now the iWatch shipment target is under repair, and the relevant supply chain will be affected.

As for the new 4.7-inch iPhone, the in-cell touch technology will be used in the supply chain. Appleâ€™s 5.5-inch iPhone will be finalized last week and will continue to use in-cell touch. The business is the current LGD, JDI, and the hope of Zhai Hong returning to the iPhone touch panel supply chain is lost.

As for the iPad, Apple's new 12.9-inch iPad may be delayed until the first half of 2015, and the 12.9-inch iPad may use thin-film touch technology. Yuhong may only provide bonding services. And in the long run, iPad orders will also face vertical integration of LGD and Samsung, as well as the competition of Hon Hai, the touch panel factory of Hon Hai.

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