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"title": "京东方力拚打入苹果iPad Air OLED供应链 能否接单年底揭晓",
"shortTitle": "京东方力拚打入苹果iPad Air OLED供应链 能否接单",
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"description": "苹果 (AAPL - US) 预计在 2027 年春季推出搭载 OLED 萤幕的新一代 iPad Air,中国面板大厂京东方 (BOE) 正积极争取成为第二供应商,试图从三星显示手中瓜分订单。不过,京东方目前尚未取得量产资格",
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"content": "<p>苹果 (AAPL-US)预计在2027年春季推出搭载OLED萤幕的新一代iPad Air,中国面板大厂京东方 (BOE) 正积极争取成为第二供应商,试图从三星显示手中瓜分订单。不过,京东方目前尚未取得量产资格,最终能否通过苹果严格的品质认证,仍存在变数。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6574343/l/92f6670d60278c1067c3ca2e996410a5.jpg\" alt=\"京东方力拚打入苹果iPad Air OLED供应链 能否接单年底揭晓\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>据《The Elec》报导,京东方正在中国重庆B12工厂开发新一代iPad Air使用的OLED面板。该工厂目前主要生产第六代OLED面板,京东方预计近期向苹果提交样品,接受品质与量产能力评估。</p>\n\n<p>苹果最快将在2026年底前决定京东方能否承接相关订单。若京东方未能通过认证,三星显示预料将继续独家供应首批OLED版iPad Air面板。</p>\n\n<p>即使京东方顺利取得供应资格,初期订单规模可能仍相当有限。报导指出,京东方生产的面板可能优先用于苹果翻新机,或仅供应中国市场,尚难立即与三星显示平起平坐。</p>\n\n<p>京东方多年来持续争取扩大在苹果供应链中的地位,但在高阶OLED面板领域的进展并不顺利。虽然该公司已能供应部分入门款iPhone萤幕,却始终难以稳定达到苹果对高阶产品的品质与量产要求。</p>\n\n<p>2025年7月,京东方一度获准为中国市场销售的iPhone 17 Pro供应面板,但同年11月因生产可靠度出现问题,部分订单随后转交三星显示。今年5月,京东方也未能取得iPhone 18 Pro面板订单,相关供应仍由三星显示与LG显示包办。</p>\n\n<p>这次争取OLED版iPad Air订单,将再次检验京东方的技术、良率及量产稳定性。即使通过苹果前期认证,若后续交货品质或产能无法达标,仍可能面临订单遭缩减或转移的风险。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-5780.html\" title=\"全球晶片股市值蒸发2.1兆美元!费城半导体指数力守12000点生死关键支撑水位\">全球晶片股市值蒸发2.1兆美元!费城半导体指数力守12000点生死关键支撑水位</a></li>\n <li><a href=\"/new/mg/article-6802.html\" title=\"等了两年终于过关!苹果AI获中国放行 阿里通义千问助阵\">等了两年终于过关!苹果AI获中国放行 阿里通义千问助阵</a></li>\n <li><a href=\"/new/mg/article-4101.html\" title=\"通膨未降、殖利率先跌?Fed主席华许强硬抗通膨安抚债市 \">通膨未降、殖利率先跌?Fed主席华许强硬抗通膨安抚债市 </a></li>\n <li><a href=\"/new/mg/article-5279.html\" title=\"苹果不放手!博通晶片合作一路延长到2031年\">苹果不放手!博通晶片合作一路延长到2031年</a></li>\n <li><a href=\"/new/mg/article-9588.html\" title=\"AI概念股领军美股开盘有望续扬Palantir、Caterpillar财测报喜\">AI概念股领军美股开盘有望续扬Palantir、Caterpillar财测报喜</a></li>\n <li><a href=\"/new/mg/article-10302.html\" title=\"美股重点新闻摘要2026年8月8日\">美股重点新闻摘要2026年8月8日</a></li>\n </ul>\n</div>",
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