It should be known that Apple's appetite has always been very large, and the supplier is not big enough to support it.
Before the OLED iPhone came out, Apple's new MacBook Pro first used the OLED panel. Don't get me wrong, what we're talking about here is not the main display of the MacBook Pro, but the Touch Bar screen. For suppliers, this is a sad and happy news. Weifeng.com learned through the Taiwanese media that after the launch of the new MacBook Pro, Apple hopes to pack the capacity of local OLED manufacturer Sic Bo.
However, because its OLED production capacity is divided by Fitbit, Xiaomi and international home appliance manufacturers, it is unable to supply a large amount to Apple. The supply pressure of this manufacturer has naturally doubled. At a recent media conference, Sic Bo did not comment on a single customer and order. However, the company acknowledges that capacity is in short supply and plans to increase capital and expand production. It is expected that capacity will increase by 60% in 2017 to meet the strong demand of major international customers.
According to IHS statistics, Shunbao's PMOLED shipments in 2015 amounted to approximately 210.75 million pieces, with a market share of approximately 24.8%. It is the world's leading PMOLED leader, making Sic Bo become the first choice for international customers. The electric processor leads Intel's partnership, which is the main reason why Apple wants to cooperate with each other. However, the production capacity of Suibao has long been ordered by international wearers, and it is temporarily unable to supply a large amount to Apple.
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