Japan Display, who's been in financial problems for many years, has decided to halt its OLED production at its Mobara Fab, its only OLED production line. As a consequence, the company will no longer supply panels to Apple. The Mobara fab will end production by March 2026.
Beyond being good news for LG Display (Apple's other main wearable OLED panel supplier), this is a sad ending to JDI's OLED fab. The company been considering moving the production equipment to its Ishikawa LCD line but has apparently decided instead to try and sell the OLED production equipment.
JDI will lay off around 1,500 employees that used to work in Mobara. It is currently looking to sell the fab which will likely be turned into an AI data center.
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