Apple – Display Daily

BOE Yield Crisis Triggers Massive iPhone OLED Order Shift to Samsung Display

by Emory Kale

Chinese panel maker’s two-month production disruption reinforces Samsung’s dominance as Apple’s critical OLED supplier.

Tags:Apple| iPhone| Samsung| showcase

The High-Stakes Legal Battle That Could Reshape the Global OLED Market

by Emory Kale

The BOE-Samsung dispute ultimately represents more than a bilateral legal battle, it’s a defining moment for the global display industry’s competitive future.

Tags:Apple| BOE| OLED| Samsung| showcase

BOE Files New OLED Patent Lawsuit Against Samsung

by Joseph Bryans

Apple is said to be evaluating contingency plans, including diversifying suppliers to reduce legal risk.

Tags:Apple| BOE| OLED| Patents| Samsung

LG Display Positioned for Strong Q3 Recovery on iPhone 17 and iPad OLED Production Ramp

by Emory Kale

Despite the volume decline, LG Display maintains a revenue advantage through its focus on higher-priced LTPO panels.

Musk, Altman, Gates, Zuckerberg See the End of Displays and Massive Increase in Power Consumption

by Barry Young

These tech leaders are investing in future-forward alternatives such as brain-machine interfaces, augmented reality wearables and even skin-mounted digital tattoos.

Tags:Apple| Artificial Intelligence (AI)| Augmented Reality| Samsung| VR

Apple Changes OLED Roadmap

by Omid Rahmat

Following the underwhelming performance of the current OLED iPad Pro, Apple has re-examined and adjusted its OLED roadmap.

Apple Letting BOE and Tianma Join the Party

by Emory Kale

Supplier diversification, geopolitics, and pricing are opening doors for Chinese companies.

Apple Dominated Growing Refurbished Smartphone Market in 2024

by Joseph Bryans

There was an 11% decline in the global ASP of refurbished smartphones.

Tags:Apple| Counterpoint| Smartphones

The iPhone Moment and the MicroLED Tease

by Shawnee Blackwood

Don’t get excited all you MicroLED folks, Apple’s next move may be a false alarm.

Tags:Apple| meta| smart glasses

The Uncertain Bill of Materials Facing Apple and the Dispaly Industry

by Omid Rahmat

Enter oxide TFT—a proven, more efficient backplane than a-Si, and an ideal bridge solution that elevates performance without incurring the steep cost of OLED.

Global AR/VR Market Returns to Growth as Meta Leads the Pack

by Shawnee Blackwood

Meta secured a dominant position in the market, accounting for more than 70% of all units shipped during the quarter.

DSCC Cuts 2024 OLED Tablet Forecast as Apple iPad Pro Demand Falls Short

by Shawnee Blackwood

Despite tempered expectations, the advanced tablet market remains on a growth path.

Tags:Apple| DSCC| Market Data| Samsung| tablets