Apple to Adopt OLED Screens Across All iPhone Models by 2025: A Major Shift in Display Technology
Investing.com -- In a significant technological shift, Apple (NASDAQ: AAPL) is set to transition to using organic light-emitting diode (OLED) screens for all iPhone models starting in 2025. This move will completely phase out the current liquid crystal displays (LCDs), as reported by Multibagger on Tuesday.
This strategic change will have notable implications for Apple's supply chain. Specifically, Japanese companies Sharp Corp (OTC: SHCAY, TYO: 6753) and Japan Display will no longer be part of Apple's supplier list for display panels.
To facilitate this transition, Apple has already commenced ordering OLED displays for the next iteration of the iPhone SE from China’s BOE Technology (SZ: 000725) and South Korea’s LG Display (KS: 034220).
Analyzing the Impact of Apple’s Shift to OLED Technology
What is Happening?
Apple is shifting from LCD to OLED screens for all its iPhone models by 2025. LCDs, which have been the staple for many years, will be completely phased out.
Who is Affected?
- Suppliers: Japanese companies Sharp and Japan Display will be excluded from Apple's supplier list. Instead, Apple will source OLED displays from BOE Technology (China) and LG Display (South Korea).
- Consumers: iPhone users can expect better screen quality, including improved color accuracy, higher contrast ratios, and potentially better battery efficiency due to OLED technology.
Why Does This Matter?
- Technological Advancement: OLED technology offers superior display quality compared to LCDs, which can enhance user experience.
- Market Dynamics: The exclusion of Sharp and Japan Display indicates a shift in Apple's supply chain strategy, potentially affecting the stock prices and market positions of these companies.
- Investment Opportunities: Investors may want to consider the potential growth of BOE Technology and LG Display as they become key suppliers for one of the world's largest tech companies.
How Could This Affect Your Finances?
- Stock Market Implications: If you hold stocks in Sharp or Japan Display, it might be time to reassess your portfolio. Conversely, investing in BOE Technology and LG Display could be promising given their new role in Apple’s supply chain.
- Product Costs: With improved technology, the cost of iPhones could see adjustments. However, the enhanced features might justify any potential price increases.
In summary, Apple's move to OLED screens is a significant technological upgrade that will impact suppliers, consumers, and investors alike. Understanding these changes can help you make informed decisions about your investments and expectations from future Apple products.
Feel free to reach out if you have any questions or need personalized investment advice.