It is reported that by 2017, the iPhone will add a version with a screen size of 5.8 inches. At present, the iPhone has a total of 4.7 inches and 5.5 inches (except SE), and this 5.8-inch version will use AMOLED panels, while the other two will still use LCD materials.
In the past, Hon Hai Group has always been the largest foundry of Apple's smartphone iPhone, and Heshuo and Wistron have joined the two OEMs in recent years, but both have received orders. not tall. However, perhaps this situation will change in 2017. According to news reports from the mainland media through the supply chain, Pegatron is expected to win 5% to 10% of 5.5-inch iPhone smartphone orders in 2017, breaking the monopoly of Hon Hai's foundry in the past three years.
According to the report, the current Heshuo joint is still based on the production of Apple's 4.7-inch iPhone, and its order ratio is about 65%. As for the other Wistron, the number of orders is only about 5%. Therefore, for Pegatron, if it can successfully obtain an order for the 5.5-inch iPhone, this will be a significant profit for the company in 2017. Because, with the popularity of the iPhone 7 Plus released in 2016, the new 5.5-inch iPhone is expected to play a pivotal role in the full range of iPhone products.
According to K.K., a well-known analyst of KGI, in the latest report, the new iPhone models with OLED panels and 5.5-inch TFT-LCD panels will be paired with dual lenses in 2017, and the upgrade supports dual optical anti-shock OIS functions, and The full range of new iPhones will support the glass case and wireless charging, which will be the highlight of the new iPhone, and it will also stimulate the possibility of the overall change.
According to statistics, the current iPhone 7 Plus accounted for 40% of the 2016 Apple mobile phone shipments, compared with 30% of the 5.5-inch screen models such as the iPhone 6 plus or iPhone 6S plus in the previous two years. Increased by 10 percentage points. And the supply chain also expects that the share of the new 5.5-inch iPhone in 2017 will continue to expand. Therefore, the market estimates that according to such calculations, if the combination of Pegatron and the real OEM can take part of the 5.5-inch new iPhone smartphone, it will be of great help to the performance.
According to Taiwan's "DigiTImes" website, the 4.7-inch and 5.5-inch iPhone models will not switch to AMOLED display technology, which is consistent with news from other sources. From the latest supply chain news, Apple's next-generation 5.8-inch iPhone will be exclusively provided by Samsung's AMOLED (Active Matrix Organic Light Emitting Diode) panel. In addition, the report also said that the monthly output of this display can only reach 20 million pieces.
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