Tianfeng International analyst Ming-Chi Kuo said today (17) that Apple (AAPL-US) is testing Yuantai (8069-TW)’s electronic paper (EPD) solution will be used in folding devices and tablet-like products. The market is optimistic. Apple will speed up the introduction of electronic paper on various devices. In addition to improving the display experience, it can also save power. Yuantai’s shipments It is expected to jump one step further, and it will also simultaneously lift the supply chain such as Jinghong (3141-TW), Tian Yu (4961-TW) and other operating performance.
Ming-Chi Kuo believes that color electronic paper has the characteristics of low power consumption and will become the standard or secondary screen of folding devices in the future, and is optimistic that it will become a mainstream solution for the new generation.
In response to market news, Yuantai said that he would not comment on individual customers and single products. However, Chairman Li Zhenghao previously admitted that there are indeed many cooperation projects under development at this stage, but due to bilateral contracts, they cannot be disclosed at present; there are many electronic Devices have begun to actively introduce electronic paper to achieve better display and energy-saving effects, and the industry is also taking off.
The industry said that Apple plans to make the iPhone a multi-screen mobile phone this time. In addition to the original main screen, it will also use electronic paper as a secondary screen to display text messages, power usage, etc., and it will be equipped with 2 screens at a time. Compete with the Samsung Galaxy Z Flip3, the best-selling folding phone in the world today.
Due to the LCD or OLED screen, even if the energy consumption has been significantly optimized, it still cannot catch up with the characteristics of electronic paper. With the advent of the 5G era, “power saving” has become a major consideration for Apple to select solutions, so it began to test electronic paper. paper scheme.
Yuantai is the world’s leading supplier of electronic paper. It has also built electronic paper mobile phones for customers. It has upstream and downstream relationships and can provide customers with complete solutions. Therefore, it is favored by Apple and the market is optimistic. With the introduction of Yuantai into Apple, It will also drive the driver IC manufacturers such as Jinghong and Tianyu to join Apple’s supply chain at the same time, and enjoy Apple’s orders.