Memory plant Winbond successfully into the Apple iPhone 8 supply chain. According to Apple supply chain industry, said Winbond exclusive supply of NOR Flash products, and Samsung AMOLED panel together into a mobile phone panel module, in August began heavy volume shipments, and applied in the Apple iPhone 8 products, on behalf of China Bang electric operation will be expected to flourish to the first half of next year.
Apple iPhone 8 from the beginning of this year is the focus of discussion on the market, and now is expected to come out early next month, the market expected, the iPhone will launch three models, in addition to two LCD panel specifications, the other Is the type of OLED we look forward to hope.
Market expectations, OLED version of the iPhone will be expected by the end of August production verification test phase, and in mid-September into mass production, production progress is better than the legal expected time, but due to OLED panel capacity can not be a lot of problems, The fourth quarter of this year, OLED models iPhone is expected to a large number of output, estimated this year, the annual version of OLED shipments shipments will look at 50 million level.
OLED version of the iPhone is expected to have the opportunity to become Apple's hottest ever smart phone, so it may be available after the end of the way to the end of the year, this wave of demand may even extend to the first quarter of next year, so the supply chain will be expected to flourish To the end of the year.
Industry insiders pointed out that Winbond NOR Flash has been released in August to heavy volume supply to Samsung, and then assembled by the Samsung into the AMOLED panel module which, delivery to the Apple EMS assembly plant.
In other words, Winbond in addition to Mobile DRAM equipped with Intel data machine chip has been into the Apple iPhone supply chain, NOR Flash once again into the iPhone 8 supply chain, but Winbond does not comment on the customer orders.
TrendForce, a market regulator, said that due to the higher threshold of AMOLED panel technology, the yield of batches may be inconsistent, the panel plant will be more through the De-Mura (removal process generated by the color Uneven defects) coding function to maintain the same batch of output panel display quality consistency. But because of technical problems, still can not be integrated into the driver circuit NOR Flash, you must also plug a NOR Flash to store the De-Mura function required code. So when the AMOLED panel demand surge, NOR Flash demand is bound to jump simultaneously.
Winbond announced July consolidated revenue of NT $ 3,999 million, an increase of 0.59%, an increase of 13.4%, a record since December 2006 single-month revenue high performance, which is equivalent to a decade and a half since the new high. Legal users optimistic, Winbond NOR flash products this quarter will be expected to ship prosperous, the merger this month have the opportunity to challenge the July high, breaking the NT $ 4 billion level, the third quarter revenue and profit is expected to Tongchuang 10 Year since the new record high.