Samsung's latest earnings report sheds some interesting light on the state of adoption of OLED displays across the technology industry, with a special focus on what it could mean for the overall success of the iPhone X and its successor.
While LG reportedly struggling to bring order to its OLED manufacturing situation, Samsung seems to be up to date with the supply that is spinning, so to speak, as its display business grew only 3.4% this quarter while that, in general, the largest operation grew a whopping 20%.
The culprit of the delay in the growth of the display market? The report fixes it on a "slow demand for flexible OLED panels." Most of the OLED screens made by Samsung go to their own phones, such as the Samsung Galaxy S9 and the Samsung Galaxy Note 9. The Samsung Galaxy Note 9. But it is also the main provider of OLED panels for the iPhone X, and probably the iPhone X2.
How Apple can turn this into a win
There's been a lot of speculation about the not-so-stellar sales performance of the iPhone X since it was launched in late 2017. Despite what we think it is the best phone that Apple has yet created, the analyst who reports that he can leave the production line and was sold by the iterative iPhone 8 can not be ignored. [19659002] While none of this is confirmed by Apple, as 9To5Mac claims that the company will not reduce sales figures by phone, the news that Samsung is ready for the next wave of OLED crazed iPhones is nothing but good news for customers.
More offer and thirst for gro by Samsung, can lead to a fall in prices, something that the iPhone X desperately needed not only to attract the mass market, but also to sell to them. Although Apple will probably give Samsung more money than it would like for its OLED screens, unlocking a cheaper iPhone with OLED technology could reverse Apple's fortunes by exercising the same, if not greater, pressure on Samsung devices.
- We can also see an iPhone 9 arrive this year
