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published in(发表于) 2016/4/27 6:25:16
Samsung or Apple reconciliation: expensive, but the benefits are not small,

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Samsung or Apple reconciliation: expensive, but the benefits are not small-iPhone7, Samsung, OLED-IT information

Beijing morning news on April 27, Apple launched a legal and business struggle lasting several years, Samsung Electronics likely reached a settlement with the company, but are likely to pay 9 billion dollars to expand production capacity. People familiar with the matter said, Samsung is talking to Apple, wants to be released next year iPhone7s the exclusive supplier of the display. However, the company needs to spend enough OLED capacity-building, this display is better than most of today's Smartphone displays are thinner, brighter, less power consumption.

If they agree, will help Samsung to reverse two years of Smartphone share, revenue and profit decline. Early warning to the performance of the company in January this year to 2016, China signed a contract with Apple could also attract smartphone maker with upgrades to remain competitive.

"For Samsung, and that investment risks at first there seems to be great, but they can earn a decent return. "Investment banking analyst at HMC Investment Securities geleige·Luo (Greg Roh) said," as soon as Apple using new screen, others can only follow. ”

According to media reports, Samsung monitor companies likely to spend at least 10 trillion won (about US $ 8.7 billion) to expand OLED capacity. Apple iPhone sales last year to 231 million units, Samsung display capacity of about 3 million units per month, if you want to keep in step with Apple and Samsung expand production capacity must be at least 6 times.

Samsung Electronics has a Samsung monitor 85% shares in the company. Samsung monitor companies declined to comment.

An Apple spokesman has yet to comment.

Samsung Electronics will announce first-quarter results on Thursday, including net income and sector performance. Analysts estimate the company quarter profit of 4.42 trillion won, down 2%.


三星或与苹果和解:代价很大,但收益也不小 - iPhone7,三星,OLED - IT资讯

北京时间4月27日早间消息,在与苹果展开了持续数年的法律和商业斗争后,三星电子可能会与该公司达成和解,但却有可能因此预付90亿美元扩充产能。知情人士表示,三星正在与苹果展开谈判,希望成为明年发布的iPhone7s显示屏的独家供应商。不过,该公司需要斥资建设足够的OLED产能,这种显示屏比当今多数智能手机的显示屏都更薄、更亮,耗电也更少。

倘若二者达成协议,就将帮助三星扭转两年的智能手机份额、营收和利润下滑趋势。该公司今年1月对2016年的业绩发出预警,所以与苹果签约可能也会吸引中国智能手机厂商通过升级来保持竞争力。

“对三星来说,这笔投资的风险起初似乎很大,但却可以获得不俗的回报。”投资银行HMC Investment Securities分析师格雷格·罗(Greg Roh)说,“一旦苹果采用新屏幕,其他企业只能跟进。”

据媒体报道,三星显示器公司可能至少要花费10万亿韩元(约合87亿美元)扩充OLED产能。苹果去年iPhone销量为2.31亿部,三星显示器公司每月产能约为300万片,如果要与苹果保持步调一致,三星必须将产能扩大至少6倍。

三星电子拥有三星显示器公司85%的股份。三星显示器公司拒绝对此置评。

苹果发言人也尚未发表评论。

三星电子将于本周四公布第一财季业绩,包括净利润和部门业绩。分析师估计该公司当季利润为4.42万亿韩元,同比下滑2%。






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