japan display Stories March 19

Share prices of display makers hit by report of Apple working on microLED production

Shares of three different display makers have been hit by a report that Apple is working on manufacturing its own microLED screens for future devices …

japan display Stories January 12

Both Foxconn-owned Sharp and Japan Display are gearing up to compete with Samsung and LG for Apple orders for OLED screens, say supply-chain sources …

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japan display Stories December 21, 2016

One of Apple’s iPhone display suppliers has been rescued by a $636M bailout from the government-backed Innovation Network Corporation of Japan, reports the WSJ. Japan Display had seen its display panel orders fall significantly in the face of keen price competition and a move towards OLED, a technology it does not currently produce.

The rescue could well be important for Apple …

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Sylvania HomeKit Light Strip

japan display Stories August 12, 2016

iPhone assembler Foxconn has reported a 31% drop in its Q2 net profit, a hit being attributed to the recent decline in iPhone sales. The company reported net profits of NT$17.7B ($566) against analyst expectations of NT$23.9B, reports the WSJ.

There was some good news for the company, however, as its acquisition of Sharp got the government approval necessary to make the deal fully official.

The impact on suppliers of reduced iPhone demand was first seen back in May, when it was reported that Foxconn, Pegatron, Sharp, Japan Display and Sony had all seen their fortunes falling. The impact on one supplier in particular has worsened dramatically …  expand full story

japan display Stories May 16, 2016

iPhone concept: Yasser Farahi/Ovalpicture
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With most reports now agreeing that Apple will switch to OLED displays in iPhones in either 2017 or 2018 (but no consensus yet on which of the two years), UBI Research has now added fuel to the idea that not all models will benefit from the new screen technology.

The Korea Herald reports the firm’s president and chief analyst suggesting numbers that indicate a gradual rollout across models.

Lee Choong-hoon predicted an OLED iPhone with a curved screen would debut in 2018, saying OLED models would make up 30 percent or 100 million units of total iPhone shipments in the year and the figure could surge to 80 percent by 2020.

While the 30% figure could be explained by Apple launching its new iPhones late in the year, the ‘80% by 2020’ number would mean Apple continuing to manufacture some new models with the older IPS LCD screen tech for some time to come …

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japan display Stories May 12, 2016

iPhone decline hits Apple suppliers, say they see no upside in immediate sight

Apple’s decline in iPhone sales is unsurprisingly having a knock-on effect on its key suppliers, with the WSJ reporting that Foxconn, Pegatron, Sharp, Japan Display and Sony have all reported falling profits or losses as a result.

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