Japanese JDI or 2021 re-invested in OLED display production

Japan Display Corporation (JDI) can only take another year to test, and must decide whether to invest in the production of next-generation OLED displays. At present, liquid crystal display (LCD) is still the main business JDI. The progress of nano-OLEDs has already been delayed. The new CEO (President) Jugang said that LCD will have a price advantage before 2021, after which the company will have to Decided to switch to new technology.

Apple is JDI's most important customer. Kikuoka only said that JDI is expected to have a more decisive transition to new technology during this time, but he is not willing to further explain the specific customer's plan.

Bloomberg pointed out that Apple's first OLED screen phone was in 2017, when the market thought it was the beginning of LCD exit, but the iPhoneX using Samsung's OLED screen sold less than expected. Apple's iPhoneXR decided to use LCD one year later. The screen lowered the price and gave JDI a breathing space.

Kikuoka believes that consumers of smart phones now pay more attention to the price. "The market is now rewarding the price competitive advantage that LCD can provide." Apple's new machine this year, the entry-level iPhone11 does use LCD screens.

It is understood that after many delays, JDI is close to completing the first OLED product, it is sure that it will not be a smart phone screen, the source said, is ready for AppleWatch.