"Bloomberg" quoted JPM Korgan analyst Jay Kwon's report that the use of cheaper LCD LCD panel is an important strategic key for Apple in 2018. Due to the affordable price, the new model will be It helps Apple to expand its mid-priced users and further increase market share. Therefore, once the full replacement of higher-priced OLED screens, the pricing range of its product lines will also become smaller, which will affect the sales strategy. Therefore, by 2019 Apple will It is not likely to suddenly change such a strategy.
In addition, the report also quoted the report of Jeff Pu, an analyst at Yuanda Securities, saying that Apple will use OLED screens on 3 new mobile phones in 2019. To achieve sufficient OLED panels, the number will face a bottleneck. Because, in 2017, Apple sold 216 million iPhones. South Korea's Samsung Display is currently the exclusive supplier of iPhone's OLED screens, given that Samsung’s flagship smartphones also use OLED screens. The output of Samsung monitors may be difficult to meet the needs of Apple's 3 iPhones to adopt OLED screens. In addition, in the case of other suppliers, including LG Display, it is still difficult to achieve the mass production capacity of Samsung monitors. Using OLED screens will be very challenging.
Daiki Takayama, an analyst at Goldman Sachs, also believes that recent reports from multiple vendors have shown that Apple will continue to adopt LCD LCD screens in 2019 and will not fully adopt OLED screens. Therefore, these two days are relevant. The panel company's stock price is in fact overreacting. Although some survey institutions stated that Apple will eventually adopt the OLED screen completely, it will not be in the upcoming 2019. However, these two days were impacted by this bad news. JDI's stock price From the highest point of 139 yen per share, it fell to a minimum of 117 yen, a decrease of more than 15%.