JDI tipped to invest in OLED display lines to prep for the iPhone 8 in 2018

JDI tipped to invest in OLED display lines to prep for the iPhone 8 in 2018
Japan's joint-venture of Sony, Hitachi and Toshiba, which makes for JDI - one of the world's largest mobile display makers - has been rumored for a while to have landed a $1.7 billion cash injection by Apple for new plants. If true, that would indicate a long-term strategic partnership between the two companies to provide LCD displays for Apple's gadgets. In fact, just recently JDI boasted that it barely manages to produce new displays fast enough for the new iPhones, citing a "difficult technology being used," which likely means the 3D Touch pressure-sensitive tech that Apple now employs.

JDI, however, seems to want a piece of the OLED display pie, too, if Apple decides to switch to this screen technology for the iPhone 8, or whatever the 2018 edition will be called, as is speculated. Japan Display has apparently doubled its R&D expense forecast for the next two years, precisely on account of the investments it will make in the OLED screen realm. The company is said to retool its Ishikawa plant with a prototype OLED panel line in the spring, and introduce an OLED conveyor belt for the latest 6th generation Mobara plant next summer, too. 

By the spring of 2018, JDI has arguably set the ambitious goal to have mass production capacity for OLED displays that would be on par with Apple's requirements for screen components. Granted, the last rumors we heard about Apple's eventual OLED supplier mention either Samsung or LG, but if Apple wants to hedge its bets, it might use JDI as an alternative source, which would explain the frantic action and investment around OLED by the Japanese. 

With Xiaomi rumored to become a client for LG's OLED panels, and Apple's alleged move to OLED in a few years, this display technology might be maturing and coming down in cost fast enough to become mainstream in phones other than Samsung's own mobile devices, what do you think?


source: Nikkan (translated) via G4Games & Reuters

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75 Comments

1. dimas

Posts: 3341; Member since: Jul 22, 2014

This is good. Make apple use oled so we can have more affordable device with FHD lcd displays. Call me old fashion but I still prefer lcd.

9. TechieXP1969

Posts: 14967; Member since: Sep 25, 2013

That price won't change though, unless they go up in price. I don't see Apple products going down at all. More component makers means lower pricing for the buyers, not always the end user.

12. dimas

Posts: 3341; Member since: Jul 22, 2014

I don't mean affordable apple device, what I mean is android. if lcds won't have much demand on apple products in the future, manufacturers will spread them out on other gadgets.

35. Finalflash

Posts: 4063; Member since: Jul 23, 2013

LCD is already in that boat with supply being greater than demand, it will likely not go that far down if at all. In 3 years, Apple expects OLED to be as cheap as LCD is why they are switching then. So more devices will have OLEDs as supply increases and prices decrease.

74. Mxyzptlk unregistered

I think they can do OLED better than Samsung can. I prefer LCD since it's a much better display and you don't have to worry about it burning in and being overly saturated.

77. ph00ny

Posts: 2025; Member since: May 26, 2011

Better how? Isn't the color accuracy better on Samsung's AMOLED display? Burn in? How many oled based devices have you owned?

80. NoToFanboys

Posts: 3231; Member since: Oct 03, 2015

on modern amoled screens, burn-in doesn't happen in normal use, unless you use your phone 7 hours straight everyday with 100% brightness, and you can use "Basic" mode on Samsung phones for unsaturated/accurate colors.

28. Guaire

Posts: 885; Member since: Oct 15, 2014

I don't think so. I guess FHD LCD displays already cheap enough. Just non-Chinese OEMs doesn't give it to consumers. Look at the decent Chinese brands. You can get a lot more than just FHD display at less than $200.

60. Macready

Posts: 1816; Member since: Dec 08, 2014

Actually, the more manufacturers switch to OLED, the less money flows towards LCD, which eventually could push LCD prices up, at least relatively (compared to OLED) speaking.

76. ph00ny

Posts: 2025; Member since: May 26, 2011

My charging port on the Note 3 finally took a dive. Either from repeated drops or third party high amp charger. Either way, had to use OG Nexus 5 w/ Android M for a week or two before getting the Note 5. Jesus. I didn't realize just how much better OLED displays looked

2. LetsBeHonest

Posts: 1548; Member since: Jun 04, 2013

Great for iPhone users... Make it happen sooner Apple.

3. dimas

Posts: 3341; Member since: Jul 22, 2014

And by the way PA, that QHD lcd to QHD super amoled picture you got there as comparison? That's not true at all. Just some washed out manipulated photos every marketing people use every year to represent old technologies.

4. Iodine

Posts: 1478; Member since: Jun 19, 2014

iPhone 8 would surelly be awesome, would really live if it's less than 6mm.. But still a tad far in the future. I am more interested about next year next/gen Retina HD display for the next iPhone, which doesn't need to be much better already, but that screen has to be much thinner for sure.

29. UglyFrank

Posts: 2193; Member since: Jan 23, 2014

When you hear someone talk about retina displays, it is hard to take them seriously

41. Hexa-core

Posts: 2131; Member since: Aug 11, 2015

The so-called Retina stuff is just a marketing stunt!

5. Bm888

Posts: 517; Member since: Jul 06, 2015

Samsung's Amoled.. Is the superior display technology..than just OLED.. By 2018, proly Samsung's display tech will hv even improved further and Apple just wanna find a cheap alternative.. As it's business model is to get devices components at a cheaper price but sell at enormous high prices and make high profit margin...But maybe market fragility will have caught up with them by then...

6. dimas

Posts: 3341; Member since: Jul 22, 2014

If apple is going to use cheaper, problematic amoled displays to cut expenses, then I am already expecting #burn-ingate on 2018.

8. Iodine

Posts: 1478; Member since: Jun 19, 2014

I haven't heard anyone complaining about burn-ins on OLED Retina display used on the Apple Watch. Don't think Apple wants to go backwards. It's just a great super high quality display - just like any other Retina.

11. Hexa-core

Posts: 2131; Member since: Aug 11, 2015

A calibrated watch display looks nothing like a calibrated smartphone display. Get your facts right!

24. Iodine

Posts: 1478; Member since: Jun 19, 2014

Maybe in non-Apple world, but Apple watch has been calibrated to the same standards as the iPhone. It's also kind of strange Apple is willing to invest their time and money into callibrating so small display , so well.

15. j2001m

Posts: 3061; Member since: Apr 28, 2014

It's a low res plastic lg panel, so you not going to get burn in, it only took a smaller bigger res screen and lg was taking there watch of sale, hm, why is that, hmhmhmhmhm

27. Iodine

Posts: 1478; Member since: Jun 19, 2014

How is it low-res ? Plastic panels actually require a bit of effort to make out. Thanks to the flaxible Retina display, Apple watch can sense the Force Touches. Btw, it's Apples own design, and i don't know how resolution relates to burn-ins.

51. tedkord

Posts: 17302; Member since: Jun 17, 2009

That's because Apple severely limits the amount of time the screen can be on.

63. Macready

Posts: 1816; Member since: Dec 08, 2014

It would be quite a feat to achieve burn in on those Apple watches already, considering the ultra short periods that Apple allows your panel to be ... displaying something. And considering the fact that my S2 of more than 4.5 years old shows no signs of burn in after more than 6 thousand of actual hours screen on time, Apple needs a few years to impress me with "no burn in signs" to begin with.

22. Napalm_3nema

Posts: 2236; Member since: Jun 14, 2013

You mean Universal Display's AMOLED technology, right? Samsung might have a better calibration process, but they license the technology from Universal Display, just like practically every OLED manufacturer does.

31. Hexa-core

Posts: 2131; Member since: Aug 11, 2015

Samsung has it's own patents on top of UD's technology! SAMOLED tops all other OLEDS. Period!

42. Napalm_3nema

Posts: 2236; Member since: Jun 14, 2013

SAMOLED is a marketing name, like Retina Display. Samsung holds enhancing patents, but all of the patents that make their AMOLED screens possible belong to UD. Obvious fanboy is obvious.

68. Hexa-core

Posts: 2131; Member since: Aug 11, 2015

You indeed sound ignorant about it! Ordinary AMOLED requires and additional layer ontop of the display for touch input sensitivity. But with Super AMOLED, Samsung has managed to remove that additional layer and has integrated the touch sensitivity in the display panel itsel! Making it thinner and having faster touch response, and higher sensitivity than the ordinary AMOLED display! And HTC has done similar with it's Super LCD display. So, try getting some clues before objecting people, so as to avoid embarassing yourself in forums!

69. Hexa-core

Posts: 2131; Member since: Aug 11, 2015

Itself!*

61. pendragon0202

Posts: 164; Member since: Feb 23, 2015

UDC patents primarily cover the phosphorescent OLED emitters (material patents). It does not cover the whole manufacturing process of Super Amoled screens, which Samsung owns 2800 patents in addition to 600 OLED patents it already owns. And UDC is not the only sole holder with the basic patents on oled thech. Idemitsu Kosan, a Japanese tech company owns most oled related patents. UDC has a stronger portfolio in Green emitters and Idemitsu Kosan in Blue emitters. Both companies license their tech and supply the materials to Samsung, LG, AU, JDI etc. In addition, Samsung no longer relies totally on supply ofUDC's materials any more. They have their own phosphorescent material supplier in Cheil Industries (subsidiary of Samsung group) who produce emailed emitters under license of the above companies.

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