三星11寸OLED良率掉队！苹果转单给LGD

Ofweek维科网03-28

WitDisplay消息，LG Display正在为苹果 iPad Pro系列量产13 英寸和 11 英寸OLED面板。至少到下个月，供应量预计将比最初预期增加数十万片。据业内人士3月27日透露，LG Display于1月份开始全面量产用于iPad Pro的13英寸OLED，并于本月开始出货11英寸OLED面板。去年1月，LG Display只收到了苹果公司的13英寸OLED面板订单，并且有很多...

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Apple transfers order to LGD","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OLED":1,"AAPL":1,"LPL":0.9},"content_text":"WitDisplay消息，LG Display正在为苹果 iPad Pro系列量产13 英寸和 11 英寸OLED面板。至少到下个月，供应量预计将比最初预期增加数十万片。据业内人士3月27日透露，LG Display于1月份开始全面量产用于iPad Pro的13英寸OLED，并于本月开始出货11英寸OLED面板。去年1月，LG Display只收到了苹果公司的13英寸OLED面板订单，并且有很多预测表明11英寸面板的供应存在不确定性。就11英寸OLED面板而言，苹果原本将订单交给三星显示。与观察相反，LG Display本月突然量产11英寸OLED面板的具体背景尚不清楚。然而，一些人指出，由于11英寸OLED面板的良率问题，三星显示无法满足所需的数量。这让在苹果IT产品方面拥有丰富经验的LG Display获得了优势。LG Display 通过向 iMac、MacBook 和 iPad 供应液晶显示(LCD) 面板，积累了比 iPhone更多的面板量产经验。由于LG Display花费了大量资金投资相关设施，因此也有观点认为产量可能会进一步增加以弥补不足。此前，该公司对第6代中小尺寸OLED生产线“P10”投资了3.3万亿韩元。iPad Pro 的 OLED 就是在这里制造的。iPad Pro使用的OLED是串联OLED结构的面板。串联结构是将OLED发光层堆叠成两层的方法。它在亮度和寿命方面优于具有一层发光层的OLED。苹果计划在今年第二季度发布首款采用 OLED面板的新iPad产品。LG Display此前已完成iPad用11英寸和13英寸OLED的开发并获得批准，从而可以及时供应11英寸OLED面板。该公司预计面板供应量将比目标增加数十万片。尤其是，如果两种面板的供应时间延长，预计将对销售产生积极影响。市场预计今年 iPad Pro 出货量为 800至 900 万台，三星Display和LG Display 预计将各提供一半面板。不过，假设LG Display下个月的11英寸OLED供应量较本月有所增加，则预计该公司在iPad Pro系列中的面板供应份额将接近60%。LG Display的业绩复苏也可能加速。与智能手机OLED面板平均每片50 至 60 美元的供应价格相比，iPad Pro OLED面板的价格要贵得多。据估计，iPad Pro 13 英寸 OLED 面板的供货价格在 380 美元至 390 美元之间。11英寸OLED面板的供货价格预计在280美元至290美元之间。特别是，截至本月，13英寸OLED出货量远高于11英寸OLED面板。据财务信息公司 FnGuide 称，预计 LG Display 直到今年第二季度都将出现运营亏损。预计第一季度将亏损6877亿韩元，第二季度将亏损5016亿韩元。原文标题 : 三星11寸OLED良率掉队！苹果转单给LGD","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2422193250"}