研调机构统计，1月TV面板报价上涨，原因在于部份电视品牌厂仍积极采购，以及应对中国面板厂农历 过年减产动作而提前购料的需求释出；法人机构表示，TV面板报价走扬，将有利于友达、群创等面板 厂业绩表现。 分析师表示，由于部分电视品牌厂仍积极采购，以及应对中国面板厂农历过年减产动作而提前购料的需 求释出，因此，1月TV面板报价上涨，有助于友达、群创本业表现。 大型法人机构表示，根据外媒报道指出，三星显示8.6代OLED产线已启动试产，该产线係2023年4月斥 资4.1万亿韩元建设，规划月产能为1.5万片，并以2026年量产为目标，且首笔订单将来自MacBook；三 星显示高层表示，若此一产线顺利量产，预估2026年IT相关产品营收比重将成长20~30%，此外，三星 显示后续除亦将争取其他笔记电脑品牌厂商的订单外，亦有机会将应用领域扩及手机面板市场，以巩固 三星显示产业龙头的地位。 另外，也有外电指出，LG显示2026年将全力耕耘透明OLED面板市场，规划将现有透明OLED面板45% 的透明度提高至足堪搭载于汽车挡风玻璃的70%，并锁定扩增实境、新一代车用显示器为目标应用领 域。 根据研调机构预估，全球透明面板市场规 ...

Core Viewpoint - Samsung Display is set to become the exclusive supplier of flexible OLED panels for Apple's upcoming foldable iPhone series, with an expected supply of 10 million panels for the year. The price of foldable OLED panels is approximately three times higher than traditional flat OLED panels, and it is anticipated that the price for Apple will be about 25% higher than previous supplies to Samsung Electronics' MX division. However, Apple plans to significantly reduce orders for flat OLED panels from Samsung Display by about 50%, shifting those orders to LG Display and BOE [2]. Group 1 - Samsung Display will supply 10 million flexible OLED panels for Apple's foldable iPhone series in 2024 [2] - The price of foldable OLED panels is expected to be about three times higher than traditional flat OLED panels [2] - Apple will reduce its orders for flat OLED panels from Samsung Display by approximately 50%, reallocating those orders to LG Display and BOE [2] Group 2 - Apple is shifting its sales strategy from emphasizing performance and differentiation among models to enhancing the performance of standard models, particularly with the iPhone 17 series [5] - The small OLED panel market is facing challenges as the profitability of these panels approaches its limits, necessitating a balance between acceptable pricing and minimum profit margins for manufacturers [5][6] - Korean display companies, including Samsung Display, are betting on CoE technology to create thinner, more efficient panels without relying on polarizers, which could enhance product competitiveness [6][7]