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First, I wouldn't take anything out of patentlyapple.com seriously. Second, what Chinese and Taiwanese display suppliers are you talking about? There is no "o

• oflannabhra 9y ago
  From the original Nikkei report [0]: > Other smartphone makers, who Samsung had hoped would incorporate OLED panels, have been slow to make the transition due to their expense and are sticking to liquid crystal displays. To make matters worse, Chinese OLED panel makers are expanding production capacity, heating up the price competition even more. >Display Supply Chain Consultants of the U.S. estimates the utilization rate at Samsung's OLED panel factories is around 50-60% due to sluggish demand from smartphone makers... [OLED] Supply capacity is expected to grow worldwide. LG Display of South Korea is set to launch a new production line as early as this year, and China's BOE Technology Group and Tianma Microelectronics have launched new factories with the assistance of government subsidies. Overall production capacity is expected to double by 2020...The bar in global competition will likely rise further for Sharp and Japan Display, which are preparing to start mass-producing OLED panels in 2018 or 2019. The PatentlyApple article just points out that Nikkei attached Apple to the headline for clicks, when the real OLED supply issue has little to do with them, and more to do with Samsungs own poor forecasting. [0] - https://asia.nikkei.com/Business/Trends/OLED-panel-glut-looms-as-Apple-slashes-iPhone-X-production https://asia.nikkei.com/Business/Trends/OLED-panel-glut-loom...