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Samsung Begins Running OLED Production Lines for iPhone 8 at Full Capacity
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Apple sells roughly around 45 million iPhone per quarter. Only 92 million OLED panels for two years won't be enough to supply everyone with the new OLED iPhone. Therefore many Apple fans won't be able to get the new OLED iPhone on time, even if they can afford one, thus forced to get the iPhone 7S (or something else, but Apple fans will always get iPhone).
Let's assume that both LG and Samsung can provide 200 million panels a year, but only 70 million this year won't be enough for everyone to get OLED...
There are a lot of flaws in your post. We don't know if 92 million OLED panels over the course of two years won't be enough depending on what the consumer purchases based on price point and when someone decides to upgrade. And not "Everyone" is purchasing the OLED iPhone, because it won't appeal to everyone. What's considered "On Time"? There will be order throughout the year and there will be constraint, but there is no timeline for when someone receives the iPhone.
Again, Apple can't force anyone to purchase an "iPhone 7S". Just because the consumer can't obtain the OLED model at the time they want to order it or if it's backordered, that doesn't necessarily mean they're going to revert to a lower tier model. Especially if they want to bad enough, they will wait for it. Guaranteed.
Not every Apple phone sold is a flagship phone. Apple continues to sell iPhone 6S and SE.
If you look at calendar Q1'17, only 15-20 million units sold per quarter are the flagship iPhone 7 Plus.
Those other companies cannot provide that many displays until probably 2019. That's why Apple needs Samsung right now.
80% is considered very good and Samsung has been that high.
"at maximum capacity with 100 percent yield, the supplier can produce 130 million 5.8-inch OLED iPhone screens in one year."
60% yield = 78 million displays a year
80% yield = 104 million
And not every sale is a flagship. The SE is about 10% of sales, for example. Plus Apple nowadays keeps around last year's prime model.
I think that's partly why people expect only an extra expensive flagship model to have OLED this year.
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I really like my flat S7 OLED display. I'm not as fond of my curved edge displays. But the flat one is nice and I look forward to seeing one on an iPhone 8.
I'm still very fond of my LCD display, too. If there aren't enough iPhone 8s to go around for a very long time, I will hardly suffer for being another year on my iPhone 7 Plus.
I'm still very fond of my LCD display, too. If there aren't enough iPhone 8s to go around for a very long time, I will hardly suffer for being another year on my iPhone 7 Plus.
Samsung Mobile devision is different from Samsung display division, it is bad business practice to use these tactics, because they manufacture RAM, SSD, Display, SOC/Chips and i am sure Apple buys lot of other components from Samsung not just Display, so at the end of the day Samsung will loose business, Apple will delay using OLED screen in this years iPhone, work with LG or other manufacturer to manufacture Displays for iPhone.
Yes, being able to profit even from your competitor's sales, is a great position to be in.
Think they use it for their advantage, they make alot of money for every phone their rival sell by only doing a production they do anyway for their own phones
Unfortunately for Apple it has no choice.Apple is in the same state AMD is in with GF.
Apple does have a choice and Samsung could stand to lose all apples business if it messes up. All the chip and display business, probably worth billions. You don't want to piss Apple off as a contractor.
Samsung is the only company capable of mass producing OLED displays on the scale Apple wants.
The chip business was never a certainty anyway. The iPhone 7 does not use Samsung chips.
Again kudos to Apple if they manage to get Samsung's best because even Google failed at that. Also Apple won't care even if it's not the best display as it will still sell well regardless.
Apple has a backup plan, never underestimate them. Samsung could be left without any Apple business if they screw up.
You cant have a backup plan when the backup involves a screen technology which can be provided by only 1 supplier.
And what Apple business? They only had one chip in the 6s and a modem. That’s pittance for Samsung.
Again Google wasn’t able to negotiate for these best screens,what makes you think Apple will be any more successful?
That's not true, there are other suppliers. Apple would scuttle the iPhone "x" rather than release a substandard product. That would be the worse thing Apple could do is release a substandard product.
So your playing fast and loose with Samsungs finances again, saying apples business is a pittance? I don't know how you how much the business is worth, but I do know if Samsung wants it to be more than $0 they wont screw up.