Multiple reports from independent sources said recently that Apple plans to move from LCD screens to AMOLED technology for future iPhone generations, with LG and Samsung expected to provide the bulk of the panels at some point in 2018. Both South Korean companies are investing heavily in expanding their OLED display output, with Apple seen as the reason behind the build-outs. Japan Display is also seen as one of the potential OLED display suppliers for the iPhone.
Now, a new report seems to indicate that Apple is also ready to invest in this particular screen technology by working with AU Optronics.
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According to Focus Taiwan, Apple wants to transform AUO into an AMOLED screen supplier for the iPhone. If the Taiwanese company agrees with Apple’s proposed investment, AUO might see its sales and gross margin grow significantly in the near future.
AUO’s shares were up more than 5% on Tuesday on the rumor, though the company declined to comment on the matter.
This wouldn’t be the first time AUO and Apple partnered up, as the company has already provided LCD screens to Apple in the past. As for AMOLED displays, AOU already delivers such screens to Huawei and other Chinese handset makers, but getting back into Apple’s iPhone supply chain is likely a priority for the company.
In addition to OLED screen technology, Apple might also be working on special micro-LED screen tech, according to recent reports. In fact, Apple has a secret lab in Taiwan where former Qualcomm and AUO engineers are developing thinner, lighter and brighter displays for the iPhone.
Currently, companies including LG, Sharp, and Japan Display produce LCD screens for the iPhone, with Foxconn reportedly building a factory that will make only displays for iPhones beginning in 2018.
