According to TheElec, Samsung Display has reorganized its organization to improve the operational efficiency of foldable panel development to better meet the needs of Apple. After all, Apple is one of the company’s most important customers. .
In addition, Samsung Display has also established an independent micro-display department specifically for XR devices, aiming to seize the opportunity of the new generation technology.
At the same time, LG Display (the new CEO is Zheng Zhedong) also reorganized and established a new strategic customer (SC) department. The SC unit will be separated from the existing small and medium-sized business unit and will be dedicated to Apple business.
According to industry insiders, Samsung Display’s reorganization is mainly to strengthen its “A (Apple) Business Team” and focus on developing technology that can supply foldable OLED panels for Apple’s future foldable iPads and iPhones.
The small and medium-sized display division, which produces smartphone OLEDs and foldable panels, is said to have established a foldable product development department and a foldable panel development department within the A development team, focusing on popularizing foldable products and ensuring differentiated technology.
In terms of personnel changes, Cui Quanyong, who once served as the head of the headquarters planning team, has been transferred to the head of the A business team; Xu Zhexi, who once served as the head of the business planning team of the headquarters planning team, will become the new head of the headquarters planning team.
According to reports, Samsung Display and LG Display are already working on development work for Apple’s foldable product project, including a 20.25-inch size panel. It’s unclear whether the panel size is related to a specific product or panel production process.
Apple analyst Ming-Chi Kuo previously said that Apple is unlikely to launch a folding screen version of the iPhone before 2025, while DSCC analyst Ross Young believes that a folding screen iPhone may be seen as early as 2025.
