Sharp and other manufacturers are trying to catch up with Samsung's lead in making the display panels, reports the WSJ.
Osaka-based Sharp, majority-owned by Taiwan’s Foxconn Technology Group, hopes to make at least 30,000 display-panel sheets a month at its Japanese factories starting next year, said people briefed on the company’s plans. That will require about ¥100 billion in investment, they said, up 74% from a plan disclosed last September to spend ¥57.4 billion on small-scale OLED production lines by June 2018.
Despite the increased investment, Yoshio Tamura, co-founder of Display Supply Chain Consultants, says this would only result in a production capacity of 15 million smartphone panels a year. This is insignificant given the number of smartphones made annually is in the hundreds of millions. “Thirty thousand sheets a month is equal to doing nothing,” he said.
Apple is widely rumored to have a selected Samsung as the exclusive supplier of OLED panels for the 'iPhone 8'.
Please follow iClarified on Twitter, Facebook, Google+, or RSS for updates.