What They Say
We reported on the new Apple products last week (Apple Announcements Much as Expected), and now DSCC has reported what it thinks of the changes with more detail. It also looked at Apple’s panel purchasing and surveys the use of LTPO panels in other smartphones.
What We Think
Although the latest iPhone was not revolutionary, Apple seems to have pitched the pricing about right to continue to expand its sales, resisting the option of significantly raising prices. Still, it must be looking at the Samsung Flip 3 positive sales and revenues with some envy. (BR)