ericG721

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ericG721
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  • Apple's largest supplier reported 24 percent surge in revenues from OLED display, componen...

    ericG721ericG721
    Apple's largest supplier-- and the primary source of the flexible OLED panels used in iPhone X and the new iPhone XS lineup-- reported 24 percent year-over-year growth in its Q3 revenues from its semiconductors, memory, and display panel unit, an increase it attributed to "increasing demand for flexible [OLED] panels." That supplier was Samsung, and the "major customers" it credited clearly included the world's largest seller of high-end OLED phones. Why aren't Samsung's results attributed to being an "iPhone supplier"?...

    ...In April, Bloomberg was eager and quick to associate slow Q1 growth in Samsung's OLED unit to an imagined problem of "weak" sales of Apple's iPhone X. That was clearly not true.


    Samsung's Q3 year to date DP (display) sales are unchanged from 2017 to 2018 at 23.3. While Q3 2018 was higher than Q3 2017 the Q2 2018 was much lower than Q2 2017 and they offset each other.

    If the increase in Q3 2018 sales is because of Apple increasing orders then it makes sense that the Q2 2018 drop is due to Apple reducing orders, and Apple did stop making the iPhone X so that makes sense.

    That DP revenue has not increased year to year even though Apple introduced two OLED phones this year to only one last year and those phones have bigger screens indicates that the number of screen ordered has fallen year to year as well.



    Those other much smaller Apple suppliers surely would have been happier to have not announced lowered Q3 guidance. It's doubtful Bloomberg made them do it.

    The high end smartphone market is mature and sales aren't going to continue to go up as steeply every year.
    gatorguymuthuk_vanalingam