From Apple's point of view, Apple's shipments of each generation of iphone are tens of millions, and the screen orders placed for Samsung may be tens of millions each time. Plus Apple is not bad, this screen order is a big deal for Samsung, which can greatly improve the profit of OLED screen business and dilute the cost of Samsung's OLED screen production line. If it is a domestic mobile phone, the order quantity may be several million at most, which is not attractive enough for Samsung and the supply price will not be favorable.
In addition, if Samsung really refuses to cooperate with Apple because of the competition in the mobile phone business, then there are screen suppliers such as LG and BOE in the industry eyeing Apple. Although their OLED screen quality is not as good as Samsung's, it is even more uncomfortable for Samsung to see that the order was taken away by other manufacturers. For mobile phones, the screen is only a part. The biggest competition between Apple and Samsung is not on the screen, so even if Samsung gives Apple the top OLED screen, it will not have much impact on its mobile phone business.
Samsung's chip foundry business once cooperated with Apple, but because the foundry level was not as good as TSMC, it lost the order. If we lose the screen order again at this time, Samsung will lose too much.
Why is Samsung willing to give Apple a top screen? To put it bluntly, this is just normal business behavior.
Before discussing this question, we need to clarify one question. The display department of Samsung Electronics is responsible for providing screens for Apple. Although Samsung mobile phone is also a business department of Samsung Electronics, it and display are two business departments. As each business unit operates independently, it is a normal business practice for Samsung to provide top-level screens for Apple.
In fact, Samsung is not only Apple's screen supplier, but also Huawei's screen supplier. More importantly, Samsung invested a huge amount of money in the organic light-emitting diode business in the early stage, and must find ways to recover the cost. According to South Korean media reports, in order to compete with LG, Samsung invested 8.8 billion US dollars in organic light-emitting diode R&D and produced it, equivalent to about 60.8 billion yuan.
The initial investment is huge, and Samsung must increase the shipment of OLED screens to recover its investment. To this end, both Apple and Huawei have become customers of Samsung's display department. In addition to Apple and Huawei, OPPO, vivo and Yijia are all Samsung customers.
Samsung's top-level screen for Apple will not affect the sales of Samsung mobile phones, but will promote Samsung in disguise. Over the years, Samsung's mobile phone has ranked first in the global market share, higher than Apple's mobile phone sales. Imagine that you can make money without affecting the sales of Samsung mobile phones. Why doesn't Samsung provide Apple with a screen? What's more, a screen costs 100 dollars, and Apple's order last year was1000000 pieces. This order is very profitable.
In addition, there are rumors on the Internet that Samsung's screen for Apple is not top-notch, but the screen of Samsung's mobile phone is top-notch. Although it is a rumor, from this perspective, it is definitely a very cost-effective deal for Samsung to provide Apple with a screen.
As the two major mobile phone competitors in the world, Samsung is willing to give the OLED screen to Apple from the perspective of global business, but it also keeps Apple out of technologies such as curved screens. Conversely, apples are not cold.
1 Samsung shows that it wants to make money. Samsung's global business is very huge, including Samsung Mobile, Samsung Display and Samsung Storage. Among them, Samsung Mobile is responsible for the research and development of mobile phones, and Samsung Display is responsible for services such as screens. Although Samsung Mobile and Samsung Display are a family, Samsung Mobile's mobile phones can often get the latest screen technology at the cheapest price. However, in the face of hundreds of millions of shipments and billions of activations of Apple's mobile phones, Samsung Display has no reason to miss this big business with a Samsung screen of $ 100, and Samsung Display is also a display supplier of Huawei, Xiaomi, OV and many other mobile phones. Samsung's ambition is not just to make mobile phones, but to dominate the technology industry. Samsung production is almost everywhere.
2. The more Apple uses the Samsung screen, the more it publicizes that Apple is the world's largest technology company by market value. IPhone is one of the best smartphones in the world, but this one is the best Samsung screen. In fact, it is also an advertisement in disguise for Samsung. On the one hand, hundreds of millions of Apple orders are made for Samsung monitors every year. On the other hand, all kinds of mobile phones will scramble to increase orders through Apple's advertising effect, thus weakening the competitiveness of up-and-coming screens such as BOE. Samsung shows this.
3. Samsung didn't show all the screen technologies to Apple Samsung, which is also diverse. Samsung only supplied a large number of relatively mature and profitable organic light-emitting diode screens to Apple, and did not sell some core technologies and curved screens to Apple, thus ensuring its own use. From this perspective, it is understandable to be a competitor. Samsung's own screen is always the best. Conversely, Apple's concept is not interested in curved screens, and Apple is also satisfied with the current screens.
There is an old saying in China: Money makes the mare go. Samsung can provide top-level AMOLED screens for Apple, and its will is nothing more than three.
First, interest-driven.
This is the main reason why Samsung can provide Apple with a top screen. Counting all parts suppliers in the world, no one can refuse Apple, and Samsung is no exception. Every generation of iPhone almost represents the highest level of mobile phone technology and technology. Similarly, every generation of iPhone will be sought after by hundreds of millions of iPhone lovers, which is a huge order. Behind the top screen provided by Samsung, Samsung sees huge product profits. 20 18 Samsung screen revenue19 billion, profit1500 million is the best proof.
Second, be nice to Apple and continue to lead the AMOLED market.
There is a very interesting phenomenon in the mobile phone market: the latest technology of each generation of iPhone will be applied to the mobile phone on the Android platform, and we have all seen Liu Haiping's guidance on the development trend of mobile phones. Samsung's provision of AMOLED screens will bring huge market pressure to the Android market and accelerate the popularization of AMOLED screens. In other words, the AMOLED screen is used by Apple and other manufacturers. In this virtuous circle, Samsung's AMOLED screen will continue to lead the market.
Third, through the spare parts market, mobile phone revenue has declined and profits have increased.
Since Samsung note7, Samsung has experienced a certain degree of decline in the global market. Although mobile phone sales still occupy the first place, the weak mobile phone market can no longer guarantee Samsung's overall profit. At this time, the semiconductor business and AMOLED screen have become Samsung's life-saving straws. In the whole year of 20 18, Samsung took about 104 billion dollars only through semiconductor business and AMOLED screen, under the condition of poor performance of Samsung's mobile phone.
At present, no one in the entire smartphone market can get rid of Samsung's technical coverage, and so can Apple and Huawei. Apple is just one of Samsung AMOLED screen customers. Looking at the whole market, the advantages of Samsung AMOLED screen are too obvious.
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1 To make money;
② Promote AMOLED.
To make money, Samsung's screen has been developed, or to make money. You know, the most expensive material cost of iPhoneXS is the screen, which exceeds 100 USD. IPhone shipments exceed 200 million. Even if 10% is the iPhoneXS series (actually more than that), it is also tens of millions of orders of magnitude, and the profit inside is calculated by 1 100 million. So Samsung sells Apple screens to make money.
Promoting AMOLED screen iPhone is still the flagship of smart phones and the benchmark of the whole mobile phone industry. In this case, of course, there will be follow-up situations.
If flagship machine of iPhone also uses AMOLED screen, other manufacturers will naturally use AMOLED screen to promote the development of OLED screen. So, can Samsung make more money?
You think Samsung has no idea? If Samsung is the only one in the market to promote AMOLED screens, then such a large output can not be digested, and for the screen department, their revenue is also insufficient. Of course, we have to make up for it by selling screens.
In the field of TV screen, there are three S's, namely Sharp, Samsung and SNOY, which shows that Samsung's screen has a very high position in the display field. In the high-tech field such as TV screen, Samsung is one of the three major manufacturers, but in the mobile phone screen, Samsung is the only one.
Since Samsung's screen is so good, why supply Apple's top screen? To correct it here, Apple's screen is not top-notch, and top Samsung uses it on its flagship phone (2K super AMOLED screen is Samsung's best mobile phone screen). In fact, it is not difficult to return to yourself. Everyone is a business. If you open the door to do business, just talk about one pit, just talk about one.
First of all, Apple is the most famous mobile phone company in the world. Many companies are proud to supply Apple. Samsung naturally does not need to be proud of this, but Apple, as the most powerful screen manufacturer in the industry, will naturally come to you. Apple's mobile phone has high quality control and high requirements. As a major hardware of mobile phones, the screen naturally requires high standards, and Samsung is the most suitable supplier.
Secondly, Samsung and Apple have extensive cooperation and a good foundation for cooperation. Samsung gave its best screen to its own GalaxyS series and note series. Apple sells more than 200 million mobile phones a year, and no one can calm down when such a big order is smashed. This is shiny silver.
Finally, the unit price of Apple's mobile phone is high, and the unit price of the screen is not stingy. This kind of gold owner is loved by Samsung. Besides, Samsung's business has a display. Even if you don't supply Apple, you should supply other mobile phone manufacturers, including domestic oppo, vivo, Xiaomi and other manufacturers. The cooperation between Apple and Samsung is natural for you.
Samsung doesn't just make mobile phones and televisions. Computers and home appliances are involved, as are cameras, screens, memories and other components. There is a saying that every Korean can't live without Samsung, and Samsung's business scope has covered all aspects of food, clothing, housing and transportation.
In fact, I summed it up in three sentences:
Analyze one by one:
First, the evaluation agency DisplayMate called the Samsung Galaxy S 10 screen "the highest A+ rating ever", which shows that Samsung's own screen is the best. Let's discuss a few parameters:
Iphone xs: 2436x1125 pixels, 5.8 inches, 458ppi screen density; The contrast ratio is 1, 000,000:1; 625 cd/m2 maximum brightness (standard).
Samsung s 10: 3040x 1440 pixels 2, 6. 1 inch, 551PPI per inch of screen pixels; The contrast ratio is as high as 2000000:1; Maximum peak display brightness (1, 2 15 nits).
We can see who is better.
Second: Samsung's screen business is the main business of Samsung Electronics, and the sales volume of iPhone is the second in the world. Take the iPhone X, which uses Samsung's AMOLED screen. From 2065438 to 2008, the shipment of iPhone X reached15.75 million units. If the screen price of an iPhone X is $80 (it is said to be the cost price), then Samsung has earned 60 yuan on the iPhone X. It is conceivable why Samsung does not provide a good screen for the iPhone. The better the screen provided, the higher the profit!
Third: Samsung and iPhone have cooperated for a long time, and some patents overlap. When the iPhone was first produced, the processor was made by Samsung. It can be said that Samsung and iPhone are cooperative and competitive. Long-term cooperation, naturally Samsung will not stumble on the screen.
Why is Samsung willing to give Apple a top screen? The difference between Android and ios is actually the biggest reason, because the operating system of Apple's mobile phone is unique and different from Android, so it really won't affect the route of Samsung's mobile phone, because we have to say that Samsung's mobile phone has a lot of configuration and innovation, but we should choose iPhone or iPhone, so there is no direct competition between the two, that is, the products and routes are different, so even if Samsung gives Apple a top screen, there is not much problem.
The second point is do you have any money? The cooperation between Samsung and Apple is not a day or two. In the world, there is really no more perfect manufacturer than Samsung's supply chain! Just like Huawei's huge size, there is Samsung on one side and BOE's screen on the other. Even if Samsung doesn't provide Apple with a screen, people will still choose the iPhone, and Samsung provides Apple with a screen, which is the same, that is, there is no conflict between the two, so Samsung must make money at this time, and the profit of Apple's mobile phone is relatively higher. You can use it to buy a screen at a high price, which is not a small income for Samsung.
There is also the supply chain mentioned, just like why Apple asked Foxconn for OEM. It is precisely because it is more mature and efficient that the output of iPhone is so stable, and so is Samsung. Samsung's screen is not only good, but also has the highest efficiency and yield, so the difference between the two is mutually beneficial. Only Samsung can bear such a large amount at a time.
To sum up, Samsung does not provide the best screen for other manufacturers, but only for Apple. The cost is partly related, but the biggest relationship is competition. Samsung's AMOLED screen has always been the best, which is Samsung's advantage. We see that Samsung's screen is indeed many generations more than that of domestic mobile phones. Even if it is taken out, Samsung's S8 series screen is still the best. If Samsung gives these screens to its peers, its advantages will be halved, which is why many people choose Samsung mobile phones for the screen.
Answer over
It's really strange to give your best technology to your competitors. Isn't this trouble for yourself? It's not hard to understand, because ...
Samsung's business is not just mobile phones. Samsung Group is the largest enterprise group in Korea, including 85 subsidiaries and several other legal entities. Nearly 300 legal institutions and offices have been set up in nearly 70 countries and regions, with a total staff of more than 200,000, and their business covers many fields such as electronics, finance, machinery and chemistry. Samsung's mobile phone business and display screen belong to Samsung Electronics. They operate independently, and two of them belong to several generations of brothers, but generally speaking, brothers will take care of each other. But the main task of the display department is to do a good job of the display screen, not only to take care of the brothers, but also to live a good life. Therefore, it is impossible for the screen department to give up the opportunity to eat in order to take care of his brother.
What apples can give is really attractive. As we all know, Apple will hardly mistreat suppliers, and the companies that followed Apple in recent years have basically made a fortune. Samsung monitor is a smart man. It's impossible to leave such a big client. Giving up apples means giving up parents. What's more, if Samsung doesn't do Apple's business, there are many brands to choose from, such as LG and BOE.
If Apple really chooses another home, Samsung's screen will not only lose orders, but also be surpassed by competitors. Judging from the number of screens that Apple has purchased from Samsung in recent years, it is really terrible, with hundreds of millions every year. I don't think any enterprise can refuse such a quantity.
In fact, Samsung didn't give Apple the best screen, but it's better than adding a millet or something. Samsung's screen still takes care of Samsung's mobile phone brothers!
Many people say that Samsung's screen for Apple is not the best, but home is the best. But in fact, Samsung Electronics and Samsung Display are two companies under the same group, but not the same management organization. Just like Sony's cell phone and camera division.
Why does Samsung provide the top screen for its biggest competitor, Apple?
First of all, from the perspective of system. Samsung is not only a mobile phone manufacturer, but also has contacts in heavy industry, metals, biology and finance, and the mobile phone industry is just one of them. The business department of Samsung screen is also independent, so Samsung screen can be provided to other manufacturers.
Secondly, it is also one of the important reasons in terms of profit. For example, the screen of iPhone X, in fact, 3000 yuan is not entirely the cost, and more profits are earned by Samsung. Because Samsung's screen is one of the few in the industry and has bargaining capital, Apple has to choose to use it. Just as both iPhone XS and iPhone XS MAX are increasing in price, they still use the screen from Samsung, and more costs are shared by users.
Moreover, Apple's order is not a small order from a general manufacturer, but a proper big customer. For such a big customer, Samsung monitor must be provided as a VIP.
Why does Apple use Samsung's screen?
Since Samsung's screen is so expensive, why is Apple still keen on Samsung? In fact, at present, in the oled field, Samsung can be said to have an overwhelming advantage. Through the test of apple, we can see that its quality is excellent and the effect has reached the high requirements of apple. Previously, the domestic BOE oled test failed, but unfortunately it was not selected as an Apple screen supplier. At present, the display effect of iPhone screen is excellent.
It is difficult for other manufacturers to reach this level except Samsung. Therefore, Apple's choice of Samsung is also a last resort that Samsung others can't do. Now iPhone 12 seems to be not only Samsung, but also LG and later domestic BOE.
In fact, although Samsung Apple is an opponent, it is also a partner who supports each other. Samsung has always been one of Apple's parts suppliers, and both hard disks and memory chips have Samsung's shadow on Apple products. Apple buys Samsung's parts, and Samsung earns Apple's money for research and development. Anyway, consumers pay the bill and cannot do without each other.