If converted into the number of Apple's OLED panel purchases from Samsung monitors, Apple's purchases of Samsung monitors this quarter may be cut from 40 million to 20 million, and the second quarter may be halved.
Not only that, the second half of Apple may no longer purchase the iPhone X OLED panel to Samsung monitors.
However, the report did not mention when Apple will start sourcing the new iPhone's OLED panel from Samsung this year.
Kwok Kei investment consultant Guo Mingfu that in early January this year, iPhone X in the quarter and next quarter's shipments forecast, respectively, down to 18 million and 13 million, lower than the consensus of the industry circle of 2000 to 30 million Branch, and 1500 ~ 20 million.
He also expects iPhone X to close production around mid-2018 with about 62 million life-cycle shipments, down from 80 million previously expected.
Earlier micro-grid has been reported, due to OLED prices are too high, leading to the enthusiasm of Chinese mobile phone manufacturers is not high, and recently Apple iPhone X cut orders and the next mid-stop news, according to the panel maker Samsung Display Samsung was forced to slash production capacity , Is looking for new buyers for hard OLED panels.