三星显示获苹果折叠面板独家供应！计划扩大产能

手机中国02-09

【CNMO科技消息】CNMO从韩媒获悉，三星显示正计划扩大用于折叠iPhone的OLED面板产能。为应对下一代产品需求，该公司正在考虑进行设备增强投资。显示行业消息称，三星显示正在审查对其位于忠清南道牙山的A4工厂进行投资，以增强用于苹果折叠OLED面板的薄膜晶体管（TFT）等背板相关设备，从而扩大生产能力。多位行业人士表示：“为应对明年折叠iPhone数量增加，正在考虑以加强背板生产能力的方向...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209133207a6e49ed0&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【CNMO科技消息】CNMO从韩媒获悉，三星显示正计划扩大用于折叠iPhone的OLED面板产能。为应对下一代产品需求，该公司正在考虑进行设备增强投资。显示行业消息称，三星显示正在审查对其位于忠清南道牙山的A4工厂进行投资，以增强用于苹果折叠OLED面板的薄膜晶体管（TFT）等背板相关设备，从而扩大生产能力。多位行业人士表示：“为应对明年折叠iPhone数量增加，正在考虑以加强背板生产能力的方向...</p>\n\n<a 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Plans to expand capacity","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPU":0.6,"AAPX":0.6,"AAPB":0.6,"MACW.SI":0.6,"AAPD":0.6,"AAPL":1.93,"SSNLF":1.95,"APLY":0.6,"AAPW":0.6,"AAPY":0.6},"content_text":"【CNMO科技消息】CNMO从韩媒获悉，三星显示正计划扩大用于折叠iPhone的OLED面板产能。为应对下一代产品需求，该公司正在考虑进行设备增强投资。显示行业消息称，三星显示正在审查对其位于忠清南道牙山的A4工厂进行投资，以增强用于苹果折叠OLED面板的薄膜晶体管（TFT）等背板相关设备，从而扩大生产能力。多位行业人士表示：“为应对明年折叠iPhone数量增加，正在考虑以加强背板生产能力的方向进行准备。方向已定，待通过审议确定具体投资规模后，预计从第二季度开始投资。”三星显示此前，三星显示已在A3工厂建立了苹果折叠产品专用生产线，为计划于今年秋季上市的“iPhone Fold（暂称）”进行了设备更换等工作。该生产线以7英寸级折叠OLED为标准，年产能可达1500万台。行业预计三星显示将从今年6月开始量产苹果折叠OLED面板。iPhone Fold是苹果筹备多年的首款折叠手机，采用内折（in-folding）结构，主屏幕预计为7.58英寸（纵横比4:3），外屏为5.35英寸。上市首年（2026年）计划生产约1000万台。iPhone Fold渲染图苹果计划在明年也推出新的折叠iPhone。分析认为，这正是三星显示着手确保额外产能的原因。因为到明年，新款和今年上市的产品将同时销售，折叠iPhone的出货量势必增加，三星显示需要供应的折叠面板预计也将更多。三星显示是苹果折叠OLED面板的独家供应商。由于其在显示行业率先开发折叠OLED并拥有8年成功量产的经验和技术积累，预计将在未来数年保持其垄断地位。市场研究公司Counterpoint Research预测，受折叠iPhone需求推动，三星显示2026年的折叠面板出货量将比2025年增长93%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610685362","isCrawlerRequest":true}