Jay Kwon, an analyst with JPMorgan, said that it's too early for a switch to OLED-only production for the iPhone. This is because the OLED screens would make the smartphones more expensive, removing the chance for a "low-cost" iPhone model like the LCD version believed to be coming in 2018, and Kwon argued that Apple likely needs more time to find additional OLED suppliers besides its current sole supplier in Samsung Display.
While Apple has embraced OLED, most analysts said they don’t see the switch happening in 2019.While rumors about Apple's incoming shift to an entire OLED iPhone lineup have been around for over a year, shares of suppliers reacted quickly in response to the new report from ET News. Goldman Sachs analysts Daiki Takayama and Jie Dai believed that "share prices have overreacted" to the news, because they "think it is unlikely that all 2019 iPhone models will switch to OLED screens."
“It is unlikely that Apple will be releasing three OLED models next year,” said Jeff Pu, an analyst at Taipei-based Yuanta Securities Investment Consulting. The other major OLED supplier, LG Display, has struggled to move into mass production and isn’t likely to boost OLED production for Apple in 2019 from 5 million to 10 million units expected this year, he said.
Arthur Liao, an analyst with Fubon Securities, said he has not heard anything from his own supply chain sources in Taiwan regarding Apple moving to all OLED iPhone models in 2019. Most analysts repeatedly pointed towards pricing as an issue, including IHS Markit analyst Jerry Kang: "Apple hasn't been able to expand on its iPhone X production because of market demand and price issues." Kang said that while Apple's plan is to ultimately "go full OLED," the real "question mark" is determining what year the company will make that shift.
In an effort to reduce reliance on Samsung Display, Apple has reportedly invested billions of dollars to help LG get up and running with OLED technology, and LG has been rumored to be the supplier for this year's "iPhone X Plus." Besides that model, Apple is predicted to release two other iPhones in 2018: a second generation iPhone X and a low-cost, 6.1-inch option with a similar full-face display as seen on the iPhone X, but with LCD rather than an OLED display.
Top Rated Comments
(View all)
('https://www.macrumors.com/2018/05/30/analysts-cast-doubt-on-oled/')
On Monday, a report from South Korea's ET News ('https://www.macrumors.com/2018/05/28/2019-iphones-oled/') claimed that Apple's transition to a full OLED iPhone lineup will be complete in 2019. This would mark the first time Apple has relied entirely on the organic light-emitting diode panel technology and not included LCD panels in any way, but now a group of analysts have responded to the report and argued that the 2019 timeframe might be inaccurate (via Bloomberg ('https://www.bloomberg.com/news/articles/2018-05-30/apple-switch-to-all-oled-iphone-lineup-seen-unlikely-by-2019')).
Jay Kwon, an analyst with JPMorgan, said that it's too early for a switch to OLED-only production for the iPhone. This is because the OLED screens would make the smartphones more expensive, removing the chance for a "low-cost" iPhone model like the LCD version believed to be coming in 2018, and Kwon argued that Apple likely needs more time to find additional OLED suppliers besides its current sole supplier in Samsung Display.
While rumors about Apple's incoming shift to an entire OLED iPhone lineup have been around for over a year ('https://www.macrumors.com/2017/03/06/apple-every-iphone-oled-2019/'), shares of suppliers reacted quickly in response to the new report from ET News. Goldman Sachs analysts Daiki Takayama and Jie Dai believed that "share prices have overreacted" to the news, because they "think it is unlikely that all 2019 iPhone models will switch to OLED screens."
Arthur Liao, an analyst with Fubon Securities, said he has not heard anything from his own supply chain sources in Taiwan regarding Apple moving to all OLED iPhone models in 2019. Most analysts repeatedly pointed towards pricing as an issue, including IHS Markit analyst Jerry Kang: "Apple hasn't been able to expand on its iPhone X production because of market demand and price issues." Kang said that while Apple's plan is to ultimately "go full OLED," the real "question mark" is determining what year the company will make that shift.
In an effort to reduce reliance on Samsung Display, Apple has reportedly invested billions of dollars to help LG get up and running with OLED technology ('https://www.macrumors.com/2017/07/28/apple-investing-billions-in-lg-for-oleds-report/'), and LG has been rumored to be the supplier for this year's "iPhone X Plus." Besides that model, Apple is predicted to release two other iPhones in 2018: a second generation iPhone X and a low-cost, 6.1-inch option with a similar full-face display as seen on the iPhone X, but with LCD rather than an OLED display.
Article Link: Analysts Cast Doubt on Report of Apple's Transition to Full OLED iPhone Lineup in 2019 ('https://www.macrumors.com/2018/05/30/analysts-cast-doubt-on-oled/')
Apple today seeded the fourth betas of upcoming iOS and iPadOS 13.3 updates to developers and public beta testers, two weeks after seeding third betas and over a month after the release of iOS 13.2...
Apple today updated its Clips app designed for the iPhone and the iPad, introducing Animoji and Memoji support for the first time. With the Animoji and Memoji addition, video recordings can be made...
Earlier this week, security researcher Brian Krebs found that the new iPhone 11 Pro models access user location data even when all apps and system services on the iPhone are set to not request the...
Apple plans to release five new iPhone models in 2020, according to the latest prediction from analyst Ming-Chi Kuo.
In a research note with TF International Securities, obtained by MacRumors,...
Apple plans to launch a high-end iPhone without a Lightning connector in the second half of 2021, according to a new prediction from analyst Ming-Chi Kuo. The device will supposedly offer a...
In May 2018, Apple announced that it had helped facilitate a collaboration between two of the world's largest aluminum producers, Alcoa and Rio Tinto, on a new carbon-free aluminum smelting...
Nearly four months after rolling out in the United States, the Apple Card is now beginning to appear on credit reports.
Goldman Sachs has confirmed that it is working with credit bureau...
Apple has announced that it will be attending the 33rd Conference and Workshop on Neural Information Processing Systems (NeurIPS) in Vancouver, Canada from Sunday, December 8 through Saturday,...
