U.S. financial media quoted three analysts for three reasons to face the Korean media’s “wind direction” report.
First of all, Jay Kwon, JP Morgan Chase analyst, said that the cheaper LCD version of the iPhone is an important key to Apple’s new strategy this year. This model will help Apple to expand its mid-priced users. Once it fully reloads OLED, its product line price The range will also be narrowed, so it is unlikely that next year will suddenly change the previous strategy.
Secondly, Jeff Pu, an analyst at Yuanda Securities Investment Consulting, believes that it is not easy for Apple to obtain enough OLED panels on three new mobile phones. Don't forget that in 2017, Apple sold 216 million iPhones for full use of OLEDs. The screen can be very challenging.
Samsung Display is currently the exclusive supplier of iPhone's OLED screens, but since its own flagship machine also uses OLED, Samsung's output may not meet Apple's demand. As for other suppliers, LG Display is also difficult to achieve such a mass production capacity of Samsung monitors.
Finally, Daiki Takayama, an analyst at Goldman Sachs, believes that the latest report from multiple suppliers shows that Apple will continue to adopt LCD screens in 2019, and the stock price of relevant panel companies will overreact.
According to the latest financial guidance from various suppliers, especially Japan Display, Apple will continue to adopt LCD screens before 2019. They think that the company's 'over-reacting share price'.
Research analyst IHS analysts believe that Apple will eventually switch to an OLED screen. It is only a matter of time.
In fact, the OLED screen may also be a staged arrangement, Apple's next major step is to bet on the microLED screen.