According to South Korean media reports, Samsung Display in the Cheonan factory fire accident, the outside world is worried about Apple IPhone8 OLED panel supply impact. It is understood that the location of the fire is close to the A1 plant outside the area, the operation and production capacity should not affect, as for the iphone in the second half of the new machine panel supply doubts, the current Samsung planning in A3 production related panels, and A1 not directly related to the Apple IPhone8 shipments.
Although the fire will not affect the production of the iphone 8, but in the short term may affect some domestic enterprises due to hard OLED demand is not high, coupled with the off-season, therefore, the short-term losses in capacity will not have too much impact on the current flagship and high-end mobile phones, including Samsung itself, most of the use of flexible OLED panels, A1 is an older hard OLED, and not too much market demand.
Since the Apple new machine will use OLED, OLED has become the focus of the market target. and OLED capacity has not yet fully spread, only Samsung can supply a large-scale, Samsung occupies more than 95% of the global OLED production capacity, this year Samsung produced the main OLED panel supply to Samsung and Apple two, Huawei, Oppo and other second-tier handset manufacturers OLED demand is not fully satisfied. The fire is likely to make OLED small panel prices fluctuate.