Apple Pressing LG to feature OLED show Production for 2018 iPhone, Limiting Samsung's Leverage

Amid reports Apple is finance billions of bucks to assist LG begin production of OLED displays for future iPhones, KGI financial analyst Ming-Chi Kuo has issued a replacement report sharing his battle matters.


According to Kuo, the OLED display for this year's "iPhone 8" has been the "single most difficult  element for Apple in terms of negotiation power," as Samsung is presently the sole company with style and production capabilities to form the displays. To counter Samsung's advantage, Apple is functioning arduous to support LG's efforts to build up similar experience and capabilities.
We think Apple is so committed to having LGD prepared for its OLED iPhone show business in 2018 because it seeks to scale back provide risks. despite the fact that LGD could probably start up with stripped initial penetration in 2018 (we estimate no quite 4-6%), the effort, with the complete commitment of each Apple and LGD, can