According to the micro-network news, Nikkei News reported that Samsung is the main supplier of Apple's OLED panel. It was expected that the number of shipments to Apple in the previous quarter could reach 12 million to 15 million. But according to Samsung's earnings report released on July 31, the display In the second quarter of the panel division, the operating profit was far less than the target, with an annual decline of 92%. Some analysts expect Samsung's shipments to Apple in the second half of the year to recover, because Apple's new iPhone will be expected this year.
Informed sources pointed out that Samsung's OLED panels shipped to iPhone X from April to June are only about 6 million, which is much lower than the nearly 20 million in the previous quarter, which is equivalent to a 70% reduction. It not only drags down Samsung's earnings, but also implies iPhone X. Apple's growth contribution is not as good as the iPhone 8 series.
