https://mil.news.sina.com.cn/jssd/2019-03-23/doc-ihtxyzsk9821431.shtml
苹果：多亏中国造出高端手机屏幕 打破了三星垄断
苹果：多亏中国造出高端手机屏幕 打破了三星垄断
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在数年前苹果深陷“创新危机”的时刻，是横空出世的IphoneX拯救了这一品牌的口碑：其开创的AMOLED全面屏流派迄今仍是各大消费电子产品厂商“趋之若鹜”的对象。
但面对AMOLED屏幕的唯一供应商三星，苹果就难免有些“骑虎难下”：如果不能寻找到第二家供应商，三星的开价最终都将转嫁成苹果的成本，甚至为苹果带来倾覆的风险。而据硅谷方面的消息称，来自中国的京东方即将被列入苹果手机供应商列表，以打破三星在这一领域上的垄断现状。
图为IphoneX独特的屏幕设计，弯曲的AMLOED屏幕成功将驱动部分折叠到了机身内部。
当然，三星在苹果供应链内“一家独大”的态势本身很难动摇：除却至关重要的AMOLED之外，苹果还有可能放弃屏幕显示层和触控层各自采购，并最终在苹果生产线组装的传统策技术和策略，转投三星推出的Y-OCTA集成AMOLED屏幕——后者相较前者更轻薄，更有利于苹果安排手机内部日渐“寸土寸金”的紧凑空间。
但上文所述的问题依旧存在。尽管三星宣称使用Y-OCTA技术生产的AMOLED屏幕成本将极大下降，但苹果对三星显然并不拥有议价权，三星完全可以依靠这个“卖家市场”肆意调价，几乎有恃无恐。
图为传统的（左）触控集成方案和Y-OCTA屏幕方案（右），极大增加了触控层的集成度。
而更令苹果高层坐立不安的是，苹果和三星在智能手机业务上也互有竞争关系，而用“断供屏幕”这个手段来卡竞争对手的脖子，这对于三星来说并非没有先例：诸如HTC、Mate系列机型都曾经遭遇过类似竞争手法，苹果不可能不对此有所警觉。
但现状对于苹果来说有些难以突破：在2018年，另一支传统屏幕制造劲旅LG显示器（LGD）进入到了苹果手机的屏幕供应商列表中，但在当年推出的手机产品部件订单，三星依旧独占鳌头，抢走了其中的绝大多数份额……
事实上，由于上任韩国政府“亲三星而远LG”的不当政策影响，整个LG上下难免元气大伤，难以在产能受限的前提下开设Y-OCTA屏幕产品的新生产线。
既然LGD暂时一蹶不振，生产LCD屏幕的JDI（日本显示器）又入不了苹果法眼，苹果也就难免把目光投向中国：京东方的Y-OCTA屏幕已经在四川绵阳铺开生产，并已得到另一家手机厂商华为的订单。
在三星之外，京东方也杀入AMOLED和Y-OCTA，对于苹果而言毋庸置疑是好消息，因为除却苹果手机之外，苹果早就和这家中国企业在其它产品上有密切的供应链协作：诸如Ipad平板电脑和Macbook笔记本电脑都广泛应用了京东方供应的显示屏，其质量和其它供应商的产品并无二致。
当然，光是苹果这样的下游消费设备厂商伸出橄榄枝，还远远不够打破三星在AMOLED产业上的垄断地位——三星多年以来在AMOLED产业用设备、技术和专利构建了诸多壁垒，毕竟他们也不想让外人染指这一领域。
但市场的规律是恒久不变的，三星的上游厂商不可能永远控制设备产量，只为三星一家服务。目前，诸如佳能等上游设备厂商已经开始提升蒸镀机之类设备的产量，只要中国企业能够抓住机会，打破三星在AMOLED上的垄断局面，降低消费电子产品的价格将完全可期。（作者署名：利刃军事 利刃/TONE）
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Apple: Thanks to China's creation of high-end mobile phone screens, breaking Samsung's monopoly
Apple: Thanks to China's creation of high-end mobile phone screens, breaking Samsung's monopoly
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When Apple fell into the "innovation crisis" a few years ago, IphoneX, which was born out of the world, saved the brand's reputation: its pioneering AMOLED full-screen genre is still the target of major consumer electronics manufacturers.
But in the face of Samsung, the only supplier of AMOLED screens, Apple is inevitably somewhat "difficult to ride the tiger": if you can't find a second supplier, Samsung's offer will eventually be passed on to the cost of Apple, and even bring risk to Apple. According to sources in Silicon Valley, BOE from China will soon be listed on the list of Apple mobile phone suppliers to break Samsung's monopoly in this field.
The picture shows the unique screen design of IphoneX. The curved AMLOED screen successfully folded the drive part into the inside of the fuselage.
Of course, Samsung's "one big" situation in the Apple supply chain itself is hard to shake: in addition to the vital AMOLED, Apple may also abandon the screen display layer and the touch layer to purchase each other, and finally assemble in the Apple production line. The traditional strategy and strategy, transferred to Samsung's Y-OCTA integrated AMOLED screen - the latter is lighter and thinner than the former, which is more conducive to Apple's compact space inside the mobile phone.
But the problems mentioned above still exist. Although Samsung claims that the cost of AMOLED screens produced using Y-OCTA technology will be greatly reduced, Apple obviously does not have bargaining power over Samsung. Samsung can rely on this "seller market" to adjust prices arbitrarily, almost without fear.
The picture shows the traditional (left) touch integration solution and the Y-OCTA screen solution (right), which greatly increases the integration of the touch layer.
What makes Apple's top executives restless is that Apple and Samsung are also competing in the smartphone business, and using the "off-the-screen" approach to the competitor's neck, this is not without precedent for Samsung: such as HTC Mate series models have encountered similar competition techniques, and Apple is unlikely to be alert to this.
But the status quo is difficult for Apple to break through: in 2018, another traditional screen manufacturing LG Display (LGD) entered the list of Apple's mobile phone screens, but Samsung's mobile phone product parts orders that year, Samsung still dominates , snatched away most of the shares...
The picture shows the Guangzhou factory of LG Display. The opening of the factory has been hit hard by Samsung in collusion with Korean politics. The picture shows the Guangzhou factory of LG Display. The opening of the factory has been hit hard by Samsung in collusion with Korean politics.
In fact, due to the improper policy of the former Korean government “pro-Samsung and LG”, the entire LG is inevitably injurious, and it is difficult to open a new production line of Y-OCTA screen products under the premise of limited production capacity.
Since LGD is temporarily in a slump, JDI (Japan Display), which produces LCD screens, can't enter Apple's eyes. Apple will inevitably turn its attention to China: BOE's Y-OCTA screen has been rolled out in Mianyang, Sichuan, and has already received another mobile phone manufacturer. Huawei's order.
The picture shows the 14-inch screen supplied by BOE for the Apple notebook production line. Pay attention to the BOE in the lower right corner. The picture shows the 14-inch screen supplied by BOE for the Apple notebook production line. Pay attention to the BOE in the lower right corner.
Beyond Samsung, BOE has also entered AMOLED and Y-OCTA. For Apple, there is no doubt that it is good news, because in addition to Apple's mobile phone, Apple has long had close supply chain cooperation with other Chinese products on this product. : For example, Ipad tablets and Macbook laptops are widely used by BOE-supplied displays, and their quality is no different from that of other suppliers.
The picture shows the corner of Canon's vaporizer equipment, which almost occupies a factory. The picture shows the corner of Canon's vaporizer equipment, which almost occupies a factory.
Of course, the downstream consumer equipment manufacturers such as Apple are sticking out of the olive branch, and it is far from breaking Samsung’s monopoly position in the AMOLED industry. Samsung has built many barriers in the AMOLED industry with equipment, technology and patents for many years. After all, they also I don't want outsiders to get involved in this area.
However, the law of the market is constant. Samsung's upstream manufacturers cannot control the output of equipment forever, only for the Samsung family. At present, upstream equipment manufacturers such as Canon have begun to increase the output of equipment such as evaporators. As long as Chinese companies can seize the opportunity to break Samsung's monopoly on AMOLED, the price of consumer electronics will be fully expired. (Author's signature: sharp blade military blade / TONE)
