为了和三星抢订单，LG欲将iPad

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（文/观察者网张志峰编辑/周远方）韩国两家OLED面板大厂正因苹果公司订单而产生摩擦。据外媒10月10日报道，LG Display正在考虑将苹果iPad的OLED生产线转为iPhone OLED。而此前iPhone OLED面板供应商一直是三星，iPad Pro的OLED面板则由LG与三星共同生产。据悉，LG Display向苹果提出了这一计划，但尚未得到苹果确认。LG Display考虑从...

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OLED。而此前iPhone OLED面板供应商一直是三星，iPad Pro的OLED面板则由LG与三星共同生产。据悉，LG Display向苹果提出了这一计划，但尚未得到苹果确认。LG Display考虑从...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410111155429f391fb1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BJJMRY28.SGD","symbol_name":"Janus Henderson Balanced A Inc SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410111155429f391fb1&s=b","article_id":"2474033995","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410111155429f391fb1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Display生产，而13英寸机型的需求下降幅度更大。第二个原因是，为iPhone OLED出货量的扩大做准备。与过去两年不同的是，LG Display今年按时获得了iPhone 16系列OLED量产的批准。LG Display比Samsung Display更早批准iPhone 16 Pro Max OLED量产。尽管如此，LG Display预计今年iPhone OLED出货量约为6000万台，比去年的5200万台增加了近1000万台。这是由于iPhone OLED生产线的产能有限。如果LG Display获得批准从iPad OLED生产线生产iPhone OLED，其应对需求的弹性将会增加。在iPad OLED需求较低的情况下，如果在iPad OLED产线上生产iPhone OLED，则可以预期产线利用率的提高和iPhone OLED产量的增加。据了解，从LG Display的iPad OLED生产线生产iPhone OLED需要引进的额外设备只是触控工艺的一部分。与预期回报相比，投资成本预计较低。行业人士分析认为，目前市场对iPhone 16系列的反应并不热烈，所以苹果没有理由着急。从长远来看，如果LG Display获得批准从iPad OLED生产线生产iPhone OLED，预计明年iPhone OLED产量将再次增加。但如果iPad OLED需求突然增加，可能会成为一个变数。本文系观察者网独家稿件，未经授权，不得转载。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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