[ad_1]
For the first time, Apple’s iPhone 12 series (AAPL-US) adopts OLED displays. Memory maker Winbond (2344-TW) has become the exclusive supplier of external NOR Flash chips for OLED panels of new iPhones for the first time this year. With large orders, with the launch of the new iPhone 12 series, the demand for OLED panels has exploded and Winbond has taken advantage of 5G replacement opportunities.
Winbond does not comment on single customer matters, but the company confirmed that American customers are indeed very strong at extracting goods. Recently, customers haven’t even negotiated prices or ordered directly.
Apple first used OLED displays on iPhone X series phones, but on iPhone X series, iPhone XS, and the later generation of iPhone 11, the affordable models did not introduce OLED panels, but instead used LCD screens. From the past; the new iPhone released this year. The 12 series of new machines is the first time Apple has adopted OLED displays for all series of machines.
Since the display quality of the panels produced in each batch of OLED panels is not the same, the process of demura is required to maintain the consistency of the panel quality with the characteristic parameters. Therefore, it is necessary to connect a NOR Flash chip to store the required characteristic parameter codes.
Winbond has always been a major supplier of NOR Flash for Samsung panels. On the iPhone X, iPhone XS and iPhone 11 Pro models, it supplies NOR Flash chips that are external to the OLED panel. Apple’s iPhone 11 Pro released last year was powered by Winbond. Share orders with Zhaoyi Innovation.
However, it is rumored that Zhaoyi Innovation has no capacity to supply NOR Flash for iPhone panels this year, and this year, all new Apple iPhone 12 series will use OLED panels, which are supplied by Samsung and LG. Winbond will only consume all external NOR Flash chips. Order.
Apple is reported to have started recalling products starting in August. Winbond’s current demand for new machine orders has been seen through the first quarter of next year. With the overwhelming purchase of the iPhone 12 series, vendors continue to replenish and accumulate inventory. The two main assembly plants Hon Hai, Heshuo also spent high recruitment bonuses.
Driven by the anticipated purchase of Huawei goods, Winbond’s NOR Flash production capacity began to be fully loaded in early July. However, although it has not been able to supply Huawei after mid-September, demand has recovered and The iPhone’s ability to mine assets is strong, and some customers have prepared ahead of time. Inventory, Winbond’s production capacity remains fully loaded. Customers even order directly without discussing the price. NOR Flash inventory has bottomed out and supply exceeds demand.
Industry insiders noted that Apple expects to produce 70 million iPhone 12 series models by the end of the year, and typically mobile phone brand makers will request an additional 10% of the display panel volume to prepare it. It is estimated that the supply volume of panels from Samsung and LG before the end of the year will fall to 8,000. About ten thousand pieces.
On the other hand, under the technical requirements of 5G mobile phones, the penetration rate of OLED panel phones will accelerate. Next year, demand for OLED is expected to continue to erupt, driving simultaneous growth in demand for NOR Flash, and Winbond’s operations will complement each other simultaneously.
[ad_2]
