消息称三星显示正在考虑扩大面向苹果的 OLED 面板产能

\u003cdiv class=\"rich_media_content\"\u003e\u003c!--NO_AD_ERROR_2--\u003e\u003cp data-vmark=\"1957\"\u003eIT之家 2 月 9 日消息，据韩媒 ET News 报道，因苹果计划在推出 \u003c!--VERTICAL_CARD_BEGIN_0--\u003eiPhone Fold\u003c!--VERTICAL_CARD_END_0--\u003e 大折叠后继续推出一款 \u003c!--VERTICAL_CARD_BEGIN_1--\u003eiPhone Flip\u003c!--VERTICAL_CARD_END_1--\u003e 小折叠手机，因此目前三星显示（Samsung Display）正在评估扩大面向苹果可折叠产品的 OLED 面板产能。\u003c!--NO_AD_0--\u003e\u003c!--EOP_0--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_0--\u003e\u003cp data-vmark=\"868b\"\u003e报道称，三星显示正考虑在位于韩国忠清南道牙山的 A4 工厂新增折叠 OLED 生产设备投资，重点是升级背板相关制程，包括\u003c!--VERTICAL_CARD_BEGIN_2--\u003e薄膜晶体管\u003c!--VERTICAL_CARD_END_2--\u003e（TFT）产线。目前整体方向已经确定，一旦内部完成对具体投资规模的审核，相关资本支出预计将从今年（2026 年）第二季度开始启动。\u003c!--NO_AD_1--\u003e\u003c!--EOP_1--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_1--\u003e\u003cp data-vmark=\"ae48\"\u003e当下，三星显示已计划从今年 6 月起为苹果首款折叠 iPhone Fold 量产 OLED 面板。目前该公司已在 A3 工厂建立专门面向苹果的折叠 OLED 产线，\u003cstrong\u003e按照 7 英寸级折叠 OLED 面板计算，年产能约为 1500 万片\u003c/strong\u003e。\u003c!--NO_AD_2--\u003e\u003c!--EOP_2--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_2--\u003e\u003cp data-vmark=\"9531\"\u003e业内普遍认为，苹果进入折叠屏手机市场将成为推动行业\u003c!--VERTICAL_CARD_BEGIN_3--\u003e渗透率\u003c!--VERTICAL_CARD_END_3--\u003e提升的重要催化剂。TrendForce 预测，随着苹果首款折叠设备有望在 2026 年下半年发布，全球折叠屏手机渗透率将从 2025 年的 1.6% 提升至 2027 年的 3% 以上。\u003c!--NO_AD_3--\u003e\u003c!--EOP_3--\u003e\u003c!--NO_AD_4--\u003e\u003c!--EOP_4--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_4--\u003e\u003c!--PARAGRAPH_3--\u003e\u003cstyle\u003e.rich_media_content{--news-tabel-th-night-color: #444444;--news-font-day-color: #333;--news-font-night-color: #d9d9d9;--news-bottom-distance: 22px}.rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.rich_media_content{color:var(--news-font-day-color);font-size:18px}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]):not(.qn-editor-copy){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content{color:var(--news-font-night-color)}}.data_color_scheme_dark .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.data_color_scheme_dark .rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.data_color_scheme_dark .rich_media_content{color:var(--news-font-night-color)}.data_color_scheme_dark .rich_media_content{font-size:18px}.rich_media_content p[data-exeditor-arbitrary-box=image-box]{margin-bottom:11px}.rich_media_content\u003ediv:not(.qnt-video),.rich_media_content\u003esection{margin-bottom:var(--news-bottom-distance)}.rich_media_content hr{margin-bottom:var(--news-bottom-distance)}.rich_media_content .link_list{margin:0;margin-top:20px;min-height:0!important}.rich_media_content blockquote{background:#f9f9f9;border-left:6px solid #ccc;margin:1.5em 10px;padding:.5em 10px}.rich_media_content blockquote p{margin-bottom:0!important}.data_color_scheme_dark .rich_media_content blockquote{background:#323232}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content blockquote{background:#323232}}.rich_media_content ol[data-ex-list]{--ol-start: 1;--ol-list-style-type: decimal;list-style-type:none;counter-reset:olCounter calc(var(--ol-start,1) - 1);position:relative}.rich_media_content ol[data-ex-list]\u003eli\u003e:first-child::before{content:counter(olCounter,var(--ol-list-style-type)) '. 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