Samsung Planning to Build World's Largest OLED Display Factory

[Michaelgtrusa]

Apple did buy LuxVue Technology Corp, as always they will have someone is Asia make them. luxvue-technology

 

[Cloudkicker]

After they stop portraying Apple users as imbeciles in their ads.

Psst. Don't look at Apple ads from the '90s featuring smug, douchey Justin Long. lol ;-)

 

[Zirel]

Psst. Don't look at Apple ads from the '90s featuring smug, douchey Justin Long. lol ;-)

I think those ar from the early 2000’s and Apple doesn’t call the PC users anything bad.

 

[Mescagnus]

Something's way off: 270k panels would feed the iPhone demand of about 8 hours, and that's for one month.

I agree, something is way off.

And if the new factory is to be Samsung's highest capacity factory, how many factories do they have now to meet "iPhone 8" demand?

Or is "iPhone 8" restricted to less than a million units at launch in September? Even 270.000 displays a week could not keep up with the demand.
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I think they can make about 300 iPhone displays from a panel.

This makes more sense, otherwise the figures are way off.

 

[macs4nw]

I think they can make about 300 iPhone displays from a panel.

Alright, but the article states: "a peak yield of between 180,000 and 270,000 display panels per month" and right after: "Apple has ordered between 70 and 92 million OLED panels from Samsung for the device", so that still doesn't add up. Either the article's wording is off, or the math doesn't add up.

 

[kdarling]

Back of a napkin notes and rough calculations:

Production is being reported as both substrate panels which are cut up, and as final display panels of all sizes. Thus the confusion.

• This new 6th generation plant won't begin production until 2019. So it's not yet a factor.

• Current Samsung OLED plants can produce about 180,000 substrates a month total. Which has to supply Samsung and many others as well as Apple, with all resolutions and sizes. Reportedly about 30,000 of those were flagship phone quality in 2016.

• Current plants are 5th generation OLED (1000mm x 1200mm sheets, roughly 3'x4').

• For most smartphones today, that cuts to about 120-200 displays per substrate. Figure 80% yield. That roughly fits with analyst estimates of about 3-4 million flagship displays a month.

• For a nearly full frontal screen, however, that yields only about 80-100 display panels per sheet. For, say 5 million a month they'd need 50,000 substrates. That's a lot right now, but maybe Samsung can eke out another 30K between all their current plants?

Upshot is, who knows? Unfortunately, rumors of Apple signing a contract for 90 million doesn't also tell us the timeline for that anount.