The new equipment and OLED R&D strategy ought to reduce Apple’s reliance on Samsung Electronics for the supply of OLED panels, while enable the iPhone maker to differentiate its products.
Digitimes also notes that Apple’s move will break the dominant position held by Japan-based Canon Kokki in the CVD machinery market. So far, Canon Tokki is the primary supplier of CVD machines and ships the bulk of its equipment to Samsung who has already bought five sets of OLED manufacturing equipment from the company in 2017.
According to reports from Chinese news media Commercial Times, the Korean smartphone maker has also signed contracts to buy five out of 10 such machines to be rolled out by the Japan-based machinery company in 2018.
LG Display is the next big equipment purchaser from Canon Tokki who also began shipping its OLED panels to Xiaomi Technology and Google. China-based BOE Technology also bought one CVD machine from Canon Tokki in the first half of 2017 and plans to buy more in 2018.