iPhone display makers dip after reports of Apple OLED shift

The shares of some iPhone display suppliers fell in Asia after South Korea’s Electronic Times reported that Apple Inc. has decided to use next-generation screens for all of its new models next year, even though several analysts said such a transition wasn’t likely.

Japan Display Inc. shares fell as much as 21 percent, the biggest intraday drop since its 2014 market debut. Sharp Corp. declined as much as 4.3 percent. If true, Apple’s move would be negative for both manufacturers, which have so far been unable to mass produce OLEDs and currently supply LCD screens. Representatives for Apple, JDI and Sharp declined to comment.

A shift to using only organic light-emitting diode screens for iPhones would be challenging, given the sheer volume that Apple sells: 216 million devices in 2017. Samsung Display Co., part of Samsung Electronics Co., is the sole supplier of OLED screens for high-end Apple phones, but

Click through to MyBroadband for the full story

Additional information