Does the 2019 iPhone adopt OLED in all models? Japan's JDI shares plummeted by 20%

ByAaron Yoo

It is reported that OLED (organic EL display) will be adopted for all models in iPhone which Apple will make in 2019. Following this, the stock price of Japan Display (JDI) and Sharp, which supplies liquid crystal displays for the iPhone, plummeted by 20% at the maximum.

애플 201, 2019 아 아이폰 에 전량 OLED 채택 ... OLED 부품 계 계 '문색' - 전자 신문
http://www.etnews.com/20180528000239

Apple said to have chosen OLED for new iPhones; Japan Display shares plunge | Reuters
https://www.reuters.com/article/us-apple-oled-japan-display/japan-display-shares-plunge-over-20-percent-on-apple-oled-report-idUSKCN1IU04S

Report: Apple's iPhones are all getting OLED screens next year
https://thenextweb.com/apple/2018/05/29/report-apples-next-iphones-are-all-getting-oled-screens-this-year/

South Korea's ET News reported this news that OLED will be adopted for all models and all models for the iPhone released in 2019. In addition, this information is that industry stakeholders talked about Apple 's intention to advance product planning of the 2019 model.

Apple that adopted OLED for the first time in the iPhone X released in 2017 is expected to adopt the same liquid crystal display as the conventional model for the lowest price model by 2018 by increasing the OLED adoption model to 2 models. If the information on ET News is certain, Apple has decided the direction of a complete shift from the liquid crystal display to the OLED.

With this report, the stock price of Japan Display and Sharp that supplies liquid crystal display for iPhone is falling. Especially JDI, the largest supplier of liquid crystal display for iPhone, is in a state of receiving direct hit of the report, it fell to 109 yen at the time on the stock market on May 29 and recorded the lowest price since the beginning of the year. After that we picked up and closed the deal at 127 yen, which will be 7.97% minus the previous business day at the closing price.

JDI renews the lowest price since the beginning of the year "iPhone adopts organic EL" reporting - ITmedia Business Online
http://www.itmedia.co.jp/business/articles/1805/29/news106.html

Japan Display (JDI, Tokyo Stock Exchange) plummeted on the Tokyo stock market on May 29. It fell to 109 yen at a time and renewed the low price since the beginning of the year. After that it picked up a little, and the closing price landed at 127 yen of 11 yen lower (-7.97%) than the previous business day.

However, Bloomberg reports that the possibility of "total amount OLED" is low on May 30, which is the day after the report. Adoption of OLEDs that are more expensive than liquid crystal displays is likely to raise the price of handsets, as well as the fact that mass production problems supplying large amounts of OLED panels are not solved.

Organic EL mounted on all iPhone models, the possibility of realization by 2019 low - Bloomberg
https://www.bloomberg.co.jp/news/articles/2018-05-29/P9IEP56K50XS01

Among analysts, Apple believes that it will not move all in 19 years, although it uses organic EL. "It is unlikely that Apple will release three types of organic EL models next year," said Kanemaru, an analyst with former major investor.

JDI is the leader of the Industrial Innovation Organization and is a company integrated with Sony · Toshiba · Hitachi small and medium type liquid crystal display business. However, struggling with the Korean forces and Chinese fighters struggling hard, this news report and Apple's policy is expected to have a major impact on JDI. Although JDI is also investing in the development of organic EL technology, there are criticisms of continuing investment of funds from the country to private enterprises that continue their deficits.

JDI Exit invisible tightrope rope 55 billion yen procurement Apple's mercy: Nihon Keizai Shimbun
https://www.nikkei.com/article/DGXMZO2880622030032018TJ2000/

While seeking capital tie-up with Chinese companies at one point with Apple's organic EL shift, we will review the strategy with the company's liquid crystal return. The majority of JDI's sales are for Apple. The tightrope walking continues while being swayed by that intention.

Apple adopted an organic EL panel for the new iPhoneX in 2005, and JDI with one liquid crystal was hit by a decrease in orders. From the sluggish sales of "X", although Apple is stepping up its attitude towards liquid crystal regression at the outset, it is uncertain when to resume organic EL shift.
To supply organic EL panels by JDI, hundreds of billion yen of funds are needed for mass production preparation. In 17 years to seek capital tie-up with external companies to obtain the funds. We have talked with Chinese panel makers under the water, but negotiations on the terms have been difficult.

Please note that comments from Apple, JDI, Sharp and other related companies have not been obtained for this news report.