Since OLED panels have traditionally been expensive, few manufacturers have dared to use them in large quantities. The fact that Apple uses such panels highlights its strong position in the market. Today, Apple no longer relies solely on South Korea's Samsung for OLED panels and has begun sharing related technologies with three panel makers: BOE, LG Display, and JDI.
The "Nihon Keizai Shimbun" cited industry sources who said that in an effort to reduce its dependency on Samsung’s OLED panels, Apple has shared key technologies with these companies. BOE is expected to start production in 2019, with its Sichuan Mianyang factory potentially supplying the new iPhone models in the future.
The report also mentioned that Apple and BOE are already in discussions. Apple appears to be evaluating BOE’s panel technology to decide on future procurement strategies. It may begin by using BOE panels in wearable devices like the Apple Watch before moving to iPhones.
Previously, Japanese and South Korean media reported that Apple had been in talks with LGD and JDI about OLED panel collaborations. LGD seems to be making the most progress, possibly starting to supply panels for the next iPhone in 2018, though it may not be a major supplier until 2019.
Regarding the news of Apple approaching BOE, a former vice president of BOE, who was responsible for marketing, stated: “The Mianyang plant is still under construction and will take more than a year before mass production begins. At this moment, the company has no further information to share.â€
IHS Markit estimates that global OLED panel shipments will grow by 53% to $21.6 billion this year. The smartphone OLED panel market is expected to triple over the next five years, while the LCD panel market for mobile phones is projected to decline by 14%.
The "Nihon Keizai Shimbun" also reported that as a leading player in China’s panel industry, BOE’s B7 plant in Chengdu, part of the sixth-generation panel line, is set to start production this month and begin shipping in October, supplying local Chinese smartphone brands.
According to the report, BOE has invested RMB 93 billion to build the OLED panel factory in Mianyang. The goal is to start mass production this year, with foldable OLED panels planned for 2019 and rollable OLED panels expected by 2021.
Nikkei reporters visited Chengdu and found that visitors to the factory must cover their phone lenses to prevent the leakage of production secrets. The entire B7 factory employs between 3,000 and 4,000 people.
BOE CEO Chen Yanshun said last year that he aimed to increase revenue from 68.8 billion yuan in 2016 to over 180 billion yuan by 2020, representing a growth of more than 160%.
The USB 3.2 specification absorbed all prior 3.x specifications. USB 3.2 identifies three transfer rates – 20Gbps, 10Gbps, and 5Gbps.
Key characteristics of the USB 3.2 specification include:
Defines multi-lane operation for new USB 3.2 hosts and devices, allowing for up to two lanes of 10Gbps operation to realize a 20Gbps data transfer rate, without sacrificing cable length
Delivers compelling performance boosts to meet requirements for demanding USB storage, display, and docking applications
Continued use of existing USB physical layer data rates and encoding techniques
Minor update to hub specification to address increased performance and assure seamless transitions between single and two-lane operation
Improved data encoding for more efficient data transfer leading to higher through-put and improved I/O power efficiency
Backwards compatible with all existing USB products; will operate at lowest common speed capability
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