Monthly production plan of over 1 million units…Small-scale production from August
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It was confirmed on the 1st that small-scale mass production started last month, and the supply volume will be expanded to more than 1 million units per month from this month.
The mass production schedule for Apple's foldable phone has been slightly delayed due to production problems with hinges supplied by Taiwan's Shinjusin as a first vendor, and some parts such as substrates. However, as Samsung Display starts full-scale mass production of foldable OLEDs this month, there is no major obstacle to achieving the annual target.
Samsung Display's shipments of Apple's foldable OLEDs last month were only 200,000 to 300,000 units. Samsung Display plans to increase the mass production volume to 1 to 1.3 million units this month and more than 2 million units next month. It seems that the low production volume last month was due to considering the production schedule of other parts such as hinges that had experienced production problems.
Considering the monthly production outlook, it is expected that Samsung Display will produce more than 7.5 million units of Apple's foldable OLED this year. This is a figure close to the initial target of 8 million units.
"The final mass production approval for Apple's foldable OLED panel was delayed from July to August, and the production schedule was also slightly delayed than expected," said one display industry official. "(However, Samsung Display) will significantly increase the production volume this month, so there will be no more noise related to displays." he explained.
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Apple adopted new technologies such as 'G-barrier' to reduce wrinkles in the center of the screen compared to foldable phones from Samsung Electronics and others. G-barrier is a technology that inserts an additional ultra-thin glass (UTG) at the bottom of the panel, which used to play the role of a cover window on the top of the panel. By replacing the reinforcement material for the panel support layer, which was originally a plastic film, with UTG, it has the advantage of simultaneously increasing the panel stiffness and durability.
▶ Source: https://n.news.naver.com/mnews/article/092/0002435756
