Everyone is definitely looking forward to this year's new iPhone. Of course, many people have also put their focus on the iPhone 8 that will have many new features in the rumor. It is rumored that the iPhone 8 will be completely redesigned, with a frontless border and an OLED display. It is said that the production cost of this high-end model far exceeds the existing iPhone product. Everyone is also very concerned about the issue of mass production of OLED iPhone. Foreign media also mentioned that the production of Samsung OLED screen will also be a very important variable in the process of mass production of iPhone 8.
Previously, many rumors said that Samsung will provide 50 million OLED screens for Apple, but from the current situation, Morgan Stanley believes that perhaps Samsung will eventually bring 50 million to 100 million OLED screens for Apple.
what does this mean? If Apple really brings us three new iPhones this year, chances are that the top-end iPhone 8 will account for half of the new iPhone. Morgan Stanley expects that in the second half of 2017, the new iPhone will have a production plan of between 100 million and 110 million units, while the OLED iPhone will account for 50%. Before that, they thought that the OLED iPhone accounted for only 33%.
Although the high-end smartphone market seems to be still saturated today, perhaps the OLED iPhone will continue to create surprises with many new features. Morgan Stanley believes that as the market matures, although the iPhone upgrade rate (which will be upgraded to the new iPhone shipments within two years) will remain at the bottom level, but if the OLED iPhone can be carried during the customer's upgrade cycle With new features such as OLED displays, wireless charging, 3D camera sensors and more, we can see the potential of the new iPhone.
A lot of data indicates that the iPhone's sales in China are in a state of decline, but many investment banks still see the iPhone's sales in China will rebound and maintain strong growth, and they are also optimistic about the iPhone in Japan and EMEA (Europe, Middle East and Africa) which performed.
It seems that Apple is ready to launch more high-end iPhones with OLED screens. IHS Markit analyst Wayne Lam also mentioned that their colleagues in the supply side have seen Apple's partners such as Foxconn ready to work. Ready for large-scale iPhone production
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