Apple – Page 8 – Display Daily

iPhone 15 Pro Max Costs $37.7 More to Make Than iPhone 14 Pro Max, According to Teardown Analysis

by Joseph Bryans

The report notes a 4% reduction in display costs as LG Display joined Samsung in supplying displays for the latest iPhones.

Tags:Apple| Counterpoint| iPhone 15| Teardowns

Transsion Rises as Southeast Asia’s Smartphone Shipments Show Signs of Recovery

by Shawnee Blackwood

Apple also bucked downtrends with 19% shipment growth, driven by continued demand for its iPhone 13 and 14 series.

Apple Loses Some Shine With Q3’23 Financial Report

by Joseph Bryans

The company records another consecutive quarter of negative growth reminiscent of more challenging times not experienced since 2001.

Can You Rely on the iPad to Drive OLED?

by Omid Rahmat

The tablet market showed signs of recovery in Q3’23 after several quarters of decline but not for Apple.

Huawei Strengthens its Position Against Apple

by Omid Rahmat

LG and Samsung need to accelerate MicroLED development to maintain their edge in the face of encroachments on their core display business opportunities.

The Terrible, Horrible, No Good, Very Bad TV Interface

by Omid Rahmat

What happened to just wanting to watch TV and getting to do that without navigating through menu hell?

China’s Smartphone Shipments Shrink in Q3’23

by Emory Kale

Honor returned to the top market share position at 18% on shipments of 11.8 million units, benefitting from product and channel strengths.

LG Display’s Struggles Come With a Bow

by Omid Rahmat

Automotive and sales to Apple remain bright spots in a very murky environment for display manufacturers.

Tags:Apple| Financial Data| LG| OLED| showcase

Phone Displays Should Love Ray Tracing

by Omid Rahmat

Ray tracing on mobiles is a boon for display manufacturers.

Apple Absorbs Higher Production Costs on iPhone 15 but for How Long

by Omid Rahmat

LG and Samsung account for 29% of primary components.

Tags:Apple| iPhone 15| LG| Samsung| showcase

Apple’s iPad Panel Demand Drops 36% in 2023

by Shawnee Blackwood

Apple’s iPad panel purchasing is forecast to decline 36% YoY to 45.5 million units in 2023 – its lowest volume since 2020.

Tags:Apple| iPad| omdia| showcase| tablet

AI Bans on China Could Hurt Display Industry

by Omid Rahmat

There is a lot of uncertainty around smartphone and IT product sales even as Chinese companies take advantage to solidify their positions in their home market.