Doesn't LG have dominance over OLED supply? Why is this even coming from Samsung?
You just proved you have no concept of supply chain if you don't understand the importance of a $75 increase in a single component price.So Samsung's monopoly "explains" seventy-five whole dollars of that rumored $1000 price. Color me unimpressed. Pretty clickbaity.
Samsung likely charging Apple $120 to $130 per OLED panel module, which is approximately $75 more than the 5.5-inch LCD module price of $45 to $55 for "Plus" sized iPhones.
Yeah, that's why we have this great new, lean TV package they dreamed up![]()
Apple hasn’t been able to commercialize microLED because it’s difficult to mass-produce so there’s no way they could have had it ready in time for launch with this year’s iPhone. In those three years since buying LuxVue, they could have invested in a partnership with LG to meet today’s demand. Also, LuxVue was still a startup when Apple bought them so it wasn’t a short-term investment, it was a long-term one. Even most analyst believe that LuxVue technology was destined for the Apple Watch and not the iPhone.They did, they bought that display company that made Micro LED displays back in 2014.
And please tell us, who else has the capacity to produce enough OLED displays for apple?
LG has a dominant position in large screen OLED production (think OLED TV's). Samsung has the dominant position in small screen OLED production. They are not the same thing. Apple doesn't need large screens.Doesn't LG have dominance over OLED supply? Why is this even coming from Samsung?
No they don't. Where are you getting your information? Samsung's market domination of small screen OLED production capacity is monstrous. That's the reason Apple is investing heavily in LG increasing their capacity for small screen OLED panels. Your anecdote about LG's OLED large panel (TV) capacity has nothing to do with Apple's need for small smartphone panels. It's not like they can take a pair of scissors and cut them down.Yes they do. It's funny reading people's posts saying LG doesn't know anything about manufacturing OLEDs when they are so far ahead of Samsung it isn't even funny. Samsung has only been successful manufacturing small OLED panels while LG has been successful making small and large OLED panels. Samsung had to exit the OLED TV business after only one year because they could not reliably produce large OLED panels.
I don't fully believe this story but when u have just one vendor for your part and that vendor knows no other vendor can make the same part they are in a position to demand what ever price they want.You think Apple would let anyone push them around? They seem pretty pro at negotiations...
Is that you Tim? Trying to blame the high price on a supplier, lol.
You mean the same way that Apple was demolished for overpriced iPhones?Theres a difference between a legislated monopoly, and one that's created by a company ability to create a product more efficiently. If this pricing is true, Samsung is being really stupid, and as Apple's investment in LG will indicate, they will not hold that 'monopoly' for very long. Markets always demolish companies who try to operate with outsized gross profit margins, and if what this article says is true, that'll happen here too.
Fake news. Samsung doesn't have a monopoly on OLED. LG is farther ahead than Samsung in the development of OLED. The fact is LG is the only one making large OLED panels for TVs after Samsung stopped making OLED TVs after their first generation due to production difficulties.
He was dumb enough to charge iPod touch users $20 for software updates.You really think Steve would have been dumb enough to launch a $10k+ watch?
So, let me understand your brilliant post, Apple is doomed? /sMarkets always demolish companies who try to operate with outsized gross profit margins...
yep......the price high because of Samsung....yeah thats it....its Samsung fault. Most Apple fans hate Samsung anyway so...lets blame them!Is that you Tim? Trying to blame the high price on a supplier, lol.
"Lol, wut?"Markets always demolish companies who try to operate with outsized gross profit margins...
Doesn't LG have dominance over OLED supply? Why is this even coming from Samsung?
Stories with similar themes have come and gone and how has Apple done during these times...? >
I, for one, welcome the iPhone 8 with whatever parts it has in it.
Why was that dumb? Just because I can't afford doesn't mean it's stupid. It just means it was never meant for me.
Will the go after Samsung the way they are going after Qualcomm?
Samsung cannot make this claim, OLED diode technology was invented by researchers at the Eastman Kodak company in 1987. Chemists, Ching W Tang and Steven Van Slyke were the principal inventors.
Source? I think Samsung makes the best quality screens...or Apple would have just gone straight LG for the displays.Samsung controls 90% of the market for mobile OLED screens.