Apple's success in the iPhone 8 depends on OLEDs?
According to an analyst of HMC Investment & Securities on November 3, Samsung Electronics and Apple's smartphone shipment and shipment figures showed that despite the discontinuation of the Galaxy Note 7, Samsung's earnings were stagnant, while Apple was sluggish compared to 2015. " Apple will not be able to outperform the performance of 2015 when it maximized the effect with bigger screen. "
"Innovation on the display has a bigger impact on the new product replacement cycle than on some enhancements like dual cameras." With Apple's experience with display changes over the iPhone 6, Flexible (OLED) It will be an important factor in the future performance of iPhone 8. "
As iPhone 7 is the first in the series to have a dual-camera model, consumers are likely to be more likely to focus on OLED smartphones rather than LCDs when the iPhone 8 is equipped with OLEDs .
However, it is claimed that Flexible OLED supply to Apple will be tight, as demand for flexible OLED is high on Samsung Display's major customers, which will supply OLED for Apple to Apple.
In addition, he predicted that the adoption of OLED for the iPhone 8 will have a positive impact on Samsung Electronics.