KGI Securities analyst Ming-Chi Kuo reports that iPhone Not Likely to Get AMOLED displays for its next generation iPhones in the near future. Kuo feels that the company will likely equip its flagship device with TFT-LCD display technology for at least the next three years, and possibly beyond.
Apple supplier Foxconn is said to be investing in advanced TFT-LCD production lines in China for mass production in 2018, suggesting that Apple is planning to use this type of display well into the future.
Based on recent comments by Minebea, one of the main iPhone backlight unit suppliers, we believe AMOLED will not penetrate iPhone for the next three years. Moreover, Hon Hai is preparing to invest in Gen-6 LTPS TFT-LCD production lines in Zhengzhou, China for mass production in 2018, suggesting the iPhone line will likely stick with TFT-LCD technology in 2018 and thereafter. […]
Minebea, major BLU supplier of iPhone, stated to investors on November 5 that it does not foresee risk of TFT-LCD share loss to AMOLED in high-end smartphone market in next three years & guides growth in TFT-LCD going forward. As Apple and Samsung are the only two brands that currently offer premium smartphones, we think Minebea’s statements imply it does not expect iPhone to adopt AMOLED in the coming three years, given that Samsung’s models are already being equipped with it.
Despite equipping the Apple Watch with an AMOLED display, Apple has always used LCD for the iPhone. There have been some rumors that it was testing OLED panels; however, Kuo believes that there is “sufficient evidence indicating otherwise.”