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The Fallacy of Apple’s High OLED Costs

by Omid Rahmat

With a display-centric mindset, you’d be forgiven for thinking that the manufacturing costs of OLEDs are going to cause price rises in Apple’s products. That may be true to some extent—Apple doesn’t shy away …

Tags:Apple| iPad| LG Display| OLED| Samsung Display

BOE Confirmed to Supply LTPO OLEDs for Apple From Mianyang

by Omid Rahmat

BOE has long been transitioning from LTPS technology to LTPO technology in its B7, B11, and B12 factory production lines. It may now have the confirmation that it will be giving Samsung a run …

Tags:Apple| BOE| LTPO TFT| OLED

Apple Unhappy About Needing Samsung Displays

by Omid Rahmat

Samsung so distrusts Apple—which is on a quest to find alternatives to Samsung’s displays—that it bars Apple engineers from Samsung factories, according to multiple former Apple employees. In one incident in 2017, Apple engineers …

Tags:Apple| OLEDs| Samsung

Keep Your Good Eye on Pixelworks’ X7 Visual Processor

by Omid Rahmat

Pixelworks has been getting some design wins for its V7 visual processor. The chipset is incorporated in the OnePlus Ace 2 and it may have helped the newly released Honor Magic5 Pro take Apple’s …

Tags:Apple| DXOMARK| Pixelworks| Smartphones

Samsung Testing Reliability of Waterdrop Hinge for Galaxy Z Fold 5

by Omid Rahmat

The bend, the crease, the fold, that’s where the real battle for foldable displays is happening. There are three components to the foldable display: the flexible panel, the mechanical hinge, and the display surface. …

Tags:Apple| Foldable Devices| OLED| Patents| Samsung| Xiaomi

Foxconn Sees 39.12% MoM Decline in February

by Omid Rahmat

The company that reportedly makes over two thirds of Apple’s phones saw a big drop in orders but still maintains its outlook for the year. (millions) MoM 2022 January $21,614 4.93% $14,590 February $13,159 …

Tags:Apple| Financial Data| Foxconn

Breaking Down the Bill of Materials for the Google Pixel Watch

by Omid Rahmat

BOE is the exclusive supplier of the custom 1.2-inch-diameter OLED display which takes up about14% of the total BoM cost, the second most costly component after the processing and memory subsystem. BoMs are fun. …

Tags:Apple| Google| Smartwatches

Tired: VR; Wired: MR

by Omid Rahmat

No matter how you slice it, Meta is subsidizing every VR headset it sells to the tune of 4 to 6 times the revenue it generates. That’s so crazy that you have to think …

Tags:Apple| Augmented Reality| meta| Mixed Reality| Oculus VR