消息称京东方陷苹果 iPhone OLED 面板生产困境，数百万片订单转交三星显示_老虎社区_美港股上老虎

消息称京东方陷苹果 iPhone OLED 面板生产困境，数百万片订单转交三星显示

IT之家01-21

IT之家 1 月 21 日消息，据韩媒 The Elec 报道，苹果供应商京东方（BOE）在 iPhone OLED 面板生产上再度遭遇困难，导致“数百万片订单被转交给三星显示（Samsung Display）”。外媒援引多位产业链消息人士透露，京东方至今仍未解决去年 11 月和 12 月暴露出的制造问题，“由于某一关键生产制程出现异常，京东方被迫对 iPhone 15、16、17 的面板生产按下...

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好东西要一直拿着
·01-21
买早了，京东方果然不行。希望自己的17不是京东方的屏幕
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Samsung Display","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"000725":1.94,"MACW.SI":0.6,"AAPL":1.91},"content_text":"IT之家 1 月 21 日消息，据韩媒 The Elec 报道，苹果供应商京东方（BOE）在 iPhone OLED 面板生产上再度遭遇困难，导致“数百万片订单被转交给三星显示（Samsung Display）”。外媒援引多位产业链消息人士透露，京东方至今仍未解决去年 11 月和 12 月暴露出的制造问题，“由于某一关键生产制程出现异常，京东方被迫对 iPhone 15、16、17 的面板生产按下暂停键”。值得注意的是，这并非京东方首次在满足苹果严苛的面板质量标准方面遇到挑战，但此次情况仍让业内感到意外。原因在于京东方此前已经稳定供应 iPhone 15 和 16 所需的 LTPS OLED 面板，而 iPhone 17 采用的 LTPO 面板虽然技术难度更高，但老型号理论上不应再出现类似问题。有业内人士直言，京东方此前在 iPhone 15 和 16 面板供应上表现稳定，如今再度出问题，确实令人费解。目前，京东方正将重心转向确保 iPhone 17e 的面板稳定供货。该机型预计将在今年春季发布，而京东方在 iPhone 17e 项目中仍然是分配份额最大的面板供应商。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":524401897214024,"gmtCreate":1768997085814,"gmtModify":1768997088626,"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3537417120281286","idStr":"3537417120281286"},"htmlText":"买早了，京东方果然不行。希望自己的17不是京东方的屏幕","listText":"买早了，京东方果然不行。希望自己的17不是京东方的屏幕","text":"买早了，京东方果然不行。希望自己的17不是京东方的屏幕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524401897214024","repostId":2605101810,"repostType":2,"repost":{"id":"2605101810","kind":"news","pubTimestamp":1768995901,"share":"https://www.laohu8.com/m/news/2605101810?lang=zh_CN&edition=full","pubTime":"2026-01-21 19:45","market":"us","language":"zh","title":"消息称京东方陷苹果 iPhone OLED 面板生产困境，数百万片订单转交三星显示","url":"https://stock-news.laohu8.com/highlight/detail?id=2605101810","media":"IT之家","summary":"IT之家 1 月 21 日消息，据韩媒 The Elec 报道，苹果供应商京东方 在 iPhone OLED 面板生产上再度遭遇困难，导致“数百万片订单被转交给三星显示”。有业内人士直言，京东方此前在 iPhone 15 和 16 面板供应上表现稳定，如今再度出问题，确实令人费解。目前，京东方正将重心转向确保 iPhone 17e 的面板稳定供货。该机型预计将在今年春季发布，而京东方在 iPhone 17e 项目中仍然是分配份额最大的面板供应商。","content":"<html><body><article><p>IT之家 1 月 21 日消息，据韩媒 The Elec 报道，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>供应商<a href=\"https://laohu8.com/S/00710\">京东方</a>（BOE）在 iPhone OLED 面板生产上再度遭遇困难，导致“数百万片订单被转交给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>显示（Samsung Display）”。</p><p>外媒援引多位产业链消息人士透露，京东方至今仍未解决去年 11 月和 12 月暴露出的制造问题，“由于某一关键生产制程出现异常，京东方被迫对 iPhone 15、16、17 的面板生产按下暂停键”。</p><p>值得注意的是，这并非京东方首次在满足苹果严苛的面板质量标准方面遇到挑战，但此次情况仍让业内感到意外。原因在于京东方此前已经稳定供应 iPhone 15 和 16 所需的 LTPS OLED 面板，而 iPhone 17 采用的 LTPO 面板虽然技术难度更高，但老型号理论上不应再出现类似问题。有业内人士直言，京东方此前在 iPhone 15 和 16 面板供应上表现稳定，如今再度出问题，确实令人费解。</p><p>目前，京东方正将重心转向确保 iPhone 17e 的面板稳定供货。该机型预计将在今年春季发布，而京东方在 iPhone 17e 项目中仍然是分配份额最大的面板供应商。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>消息称京东方陷苹果 iPhone OLED 面板生产困境，数百万片订单转交三星显示</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称京东方陷苹果 iPhone OLED 面板生产困境，数百万片订单转交三星显示\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-21 19:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121194619a69c34a7&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 1 月 21 日消息，据韩媒 The Elec 报道，苹果供应商京东方（BOE）在 iPhone OLED 面板生产上再度遭遇困难，导致“数百万片订单被转交给三星显示（Samsung Display）”。外媒援引多位产业链消息人士透露，京东方至今仍未解决去年 11 月和 12 月暴露出的制造问题，“由于某一关键生产制程出现异常，京东方被迫对 iPhone 15、16、17 的面板生产按下...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121194619a69c34a7&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) 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的面板稳定供货。该机型预计将在今年春季发布，而京东方在 iPhone 17e 项目中仍然是分配份额最大的面板供应商。","news_type":1,"symbols_score_info":{"000725":1.94,"MACW.SI":0.6,"AAPL":1.91}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}