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<span id="contentlabels" style="font-size:14px;"><p>　　<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/蘋果"><em>蘋果</em></a>在2017年推出了iPhone X，這是該公司第一款采用有機(jī)發(fā)光二極管(<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/OLED"><em>OLED</em></a>)顯示器的智能手機(jī)。所有其他iPhone機(jī)型都使用的是液晶顯示器(LCD)。盡管<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/蘋果"><em>蘋果</em></a>公司宣傳為Super RetinaHD的顯示器，在對(duì)比度和像素響應(yīng)時(shí)間方面具有多項(xiàng)優(yōu)勢(shì)，但它還存在投資者應(yīng)關(guān)注的一個(gè)缺點(diǎn)：成本。</p>本文引用地址：<a href="http://www.ex-cimer.com/article/201808/390682.htm">http://www.ex-cimer.com/article/201808/390682.htm</a><p>　　<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/OLED"><em>OLED</em></a>顯示器本身比LCD顯示器更難以制造。實(shí)際上，在2017年的分析師日期間，應(yīng)用材料公司(Applied Materials)指出，與LCD相比，<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/OLED"><em>OLED</em></a>制造的高度復(fù)雜性是制造業(yè)資本密集度不斷增加的推動(dòng)因素。資本密集度的增加對(duì)于像應(yīng)用材料公司這樣的設(shè)備制造商來(lái)說可能是一個(gè)福音，但對(duì)于顯示器制造商來(lái)說則意味著更高的制造成本，最終會(huì)為如<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/蘋果"><em>蘋果</em></a>這種客戶帶來(lái)更高的組件成本。有理由相信iPhone X上的OLED屏幕比蘋果iPhone 8或iPhone 8 Plus中使用的液晶顯示器成本要高得多。</p><p>　　然而，雖然許多公司生產(chǎn)移動(dòng)設(shè)備用LCD屏，但只有一家公司，即三星顯示器能夠?yàn)閕Phone X提供OLED屏幕。如果一家企業(yè)受制于當(dāng)個(gè)供應(yīng)商，那么這家企業(yè)就失去其議價(jià)能力。如果因?yàn)镺LED供應(yīng)商的缺乏而導(dǎo)致蘋果為iPhone X顯示器付出更多代價(jià)，則一點(diǎn)也不好奇。</p><p>　　據(jù)悉，LG Diaplay將為蘋果今年的iPhone產(chǎn)線生產(chǎn)一部分OLED屏，從而改變上述狀況。而現(xiàn)在，將會(huì)有第三家企業(yè)加入到這一競(jìng)爭(zhēng)行列之中。</p><p><strong>　　更多供應(yīng)商更大的議價(jià)能力</strong></p><p>　　據(jù)華爾街日?qǐng)?bào)報(bào)道，<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/京東方"><em>京東方</em></a>欲成為蘋果OLED供應(yīng)商，加入這一激烈的競(jìng)爭(zhēng)。據(jù)悉，<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/京東方"><em>京東方</em></a>已經(jīng)為蘋果的MacBook和iPad產(chǎn)品系列生產(chǎn)了相關(guān)的液晶顯示器(盡管目前還沒有具體說明BOE為這些產(chǎn)品系列提供哪些特定型號(hào)的顯示器)。蘋果和<a class="contentlabel" href="http://www.ex-cimer.com/news/listbylabel/label/京東方"><em>京東方</em></a>早前就已經(jīng)展開了合作，所以此次京東方加入iPhone供應(yīng)鏈并不奇怪。當(dāng)然，前提是京東方能生產(chǎn)出符合蘋果嚴(yán)格標(biāo)準(zhǔn)的顯示器。</p><p>　　事實(shí)上，讓盡可能多的有能力的供應(yīng)商爭(zhēng)奪其iPhone顯示器業(yè)務(wù)符合蘋果的最佳利益。至少，擁有更多OLED屏幕供應(yīng)商能幫助蘋果從這些供應(yīng)商那里獲得更低的價(jià)格，進(jìn)而可以用它來(lái)提高利潤(rùn)率，降低設(shè)備價(jià)格等。</p><p>　　此外，如果蘋果可以通過談判獲得足夠低的價(jià)格，那么蘋果可以將其OLED屏幕用于更多設(shè)備。據(jù)說蘋果將發(fā)布三款新iPhone機(jī)型。預(yù)計(jì)最低端的iPhone機(jī)型將使用LCD(可能出于成本原因)，而OLED屏幕將限于最高端的設(shè)備。如果有一天，由于OLED供應(yīng)商競(jìng)爭(zhēng)加劇，蘋果可以實(shí)現(xiàn)滿意的價(jià)格，那么蘋果最終可能會(huì)在其整個(gè)產(chǎn)品線中使用OLED顯示器。</p><p>　　對(duì)于京東方而言，想贏得蘋果計(jì)劃在今年推出iPhone機(jī)型OLED屏幕訂單，似乎不太可能。事實(shí)上，有消息來(lái)源表示，京東方最早可能會(huì)在2020年為蘋果提供OLED屏。也就是說，對(duì)于今年或者甚至是明年將推出的iPhone機(jī)型，京東方都無(wú)法為其提供OLED屏幕。然而，對(duì)于在2020年下半年將推出的蘋果機(jī)型而言，京東方或許會(huì)有機(jī)會(huì)。</p><p>　　如果LG Display在接下來(lái)的兩個(gè)產(chǎn)品周期中能夠證明自己是一個(gè)有價(jià)值的iPhone屏幕供應(yīng)商，并且在此之后的產(chǎn)品周期能成功加入蘋果OLED屏幕供應(yīng)商競(jìng)爭(zhēng)中，那么蘋果屆時(shí)應(yīng)該至少有三家有能力的OLED顯示器供應(yīng)商。</p></span>  <div class="xlvtrbd" id="coverDiv" class="article_reg" style="width:100%;overflow:hidden;display:none;z-index:10;position:absolute;left:0;background:#fff;"> <center> <img src="https://webstorage.eepw.com.cn/images/display/reg.jpg" border="0" usemap="#Map" /> <map name="Map" id="Map"> <area shape="rect" coords="133,235,319,253" target="_blank" /> <area shape="rect" coords="132,315,319,335" /> </map> </center> </div>  <span id="niyantk" class="hAd8"> <br></span>   </div> </article> <div id="vnecpkf" class="clear"></div> <br/> <div id="tsfhqwn" class="hAd6"> <div class="zfdcikj" id="relA" style="width:auto;height:auto;"> <ul> <li>  <iframe id='af71d594' name='af71d594' src='https://ad.eepw.com.cn/www/delivery/afr.php?zoneid=114&cb=INSERT_RANDOM_NUMBER_HERE' frameborder='0' scrolling='no' width='650' 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