由 jpichiban 据日本经济新闻报道，苹果将于 2025 年后推出的所有 iPhone 机型都将采用 OLED 面板，包括之前一直使用 LCD 面板的低价机型。这意味着，日本显示器 (JDI) 和夏普将退出 iPhone 液晶面板供应链。
苹果已经开始向京东方和 LG Display 订购下一代 iPhone SE 的 OLED 面板，并预计在 2025 年上市。目前，三星电子、LG Display 和京东方是 iPhone OLED 面板的主要供应商，而 JDI 和夏普并未生产用于智能手机的 OLED 面板。
苹果转向 OLED 面板对 JDI 和夏普构成重大打击，因为它们曾依赖 iPhone 液晶面板业务作为主要收入来源。JDI 已经宣布退出智能手机液晶面板业务，并计划将资源集中到汽车面板上。夏普也正在缩减液晶业务，转向以白色家电和多功能一体机为中心的盈利结构。
Original Title: iPhone 全系将用 OLED，日本液晶面板退场
Summary: Apple will use OLED panels for all iPhone models released after 2025, including low-end models that previously used LCD panels, according to Nikkei Asia. This means that Japan Display (JDI) and Sharp will exit the iPhone LCD panel supply chain.
Apple has already begun ordering OLED panels for the next generation iPhone SE from BOE and LG Display, and it is expected to be released in 2025. Currently, Samsung Electronics, LG Display and BOE are the major suppliers of iPhone OLED panels, while JDI and Sharp do not produce OLED panels for smartphones.
Apple’s shift to OLED panels is a major blow to JDI and Sharp, as they relied on iPhone LCD panel business as their main source of revenue. JDI has already announced that it is exiting the smartphone LCD panel business and plans to focus its resources on automotive panels. Sharp is also shrinking its LCD business and shifting to a profit structure centered on white goods and multi-function devices.
Original article: http://cn.nikkei.com/industry/itelectric-appliance/56599-2024-09-04-09-10-14.html?print=1