In past month there were dozens of reports stating that Apple will adopt an OLED display in its 2017 or 2018 iPhone and that Apple signed an agreement with SDC to be its first OLED supplier. Apple will require a huge amount of OLED displays, even if the first device will be a premium iPhone model, which will require large capacity expansion from SDC (and other suppliers that Apple will probably need to sign up).

SDC 5.7'' FHD rollable OLED at SID 2016

According to UBI Research, Apple's decision to adopt OLED displays in its iPhones will result in $13 billion of production equipment orders by 2020. The capacity required for Apple will take up 47% of the global equipment market for 6-Gen flexible OLEDs ($28.5 billion in the next 5 years, according to UBI).

UBI estimates that Apple will unveil an OLED iPhone in 2017 - and will switch to OLED on all its iPhone models in 2018. Flexible OLED shipments will exceed 1 billion units annually by 2021, and Apple's share will reach 50% of that.

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