Apple Secures Exclusive OLED Panel Supply Deal with Samsung
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy AAPL?
Source: seekingalpha
- Exclusive Supply Agreement: Apple has entered a three-year exclusive supply deal with Samsung Display for foldable OLED panels for its upcoming foldable iPhone, enhancing its competitive edge in the foldable smartphone market despite limited alternatives from other suppliers.
- Supplier Selection Constraints: With BOE and LG Display's foldable panel technologies deemed inadequate, Apple's limited supplier options mean that this exclusivity could prevent sourcing from other vendors until around 2029 or 2030, potentially impacting future product diversity.
- Adjusted Production Targets: Apple aims to ship approximately 3 million units of the foldable iPhone by the end of 2026, a cautious adjustment from earlier expectations of 8 to 10 million units, reflecting reliance on Samsung Display's capacity and uncertainty in market demand.
- Premium Pricing Strategy: The new device is expected to start at around $2,325, nearly double the base price of Apple's current top-end iPhone 17 Pro Max, indicating a high-end market positioning that may influence consumer purchasing decisions.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
27 Analyst Rating
17 Buy
9 Hold
1 Sell
Moderate Buy
Current: 258.900
Low
239.00
Averages
306.89
High
350.00
Current: 258.900
Low
239.00
Averages
306.89
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Strong AI Chip Demand: Despite challenges in the smartphone and PC markets due to memory shortages, demand for AI chips has driven TSMC's performance, with analysts predicting it will easily exceed its 30% annual growth target, indicating that ongoing investments in AI are yielding returns.
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See More
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See More
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- Union Reaction: The International Association of Machinists & Aerospace Workers (IAM) expressed outrage over Apple's decision, claiming it could harm unionized employees and is exploring legal options, highlighting the strong opposition from the union against the company's actions.
- Employee Placement Policy: Apple stated that despite the store closure, employees will be able to apply for other roles within the company in accordance with its policies and union agreements, demonstrating a sense of responsibility in managing employee transitions.
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See More
