Sandalwood Research Blog
Apple cutting orders iPhone X affecting Korean OLED panel export
When iPhone X was launched in late 2017, it steer up excitement of OLED industry, as OLED was always regarded as future of display due to its advantage of crisper and easier on batteries than their liquid-crystal predecessors. However, after two quarters, Samsung Display was already expected to cut investment in OLED due to oversupply. With the iPhone X still selling in the market, how bad can it be for the OLED industry?
Recent data of Korea OLED panel export shows a free-falling trend, post a strong pick up in 3Q17 due to iPhone X launch. Like due to the order cut from Apple, the Y/Y of OLED panel export value in USD declined for the first time in Feb 2018 as the order correction continued.
Nevertheless, industry was still expecting upside since Apple rumored to roll out new 5.8″ OLED iPhone with a cheaper cost in late 2018, as well as more cell phone makers may adopt the technology due to the lower cost of the panel.
For more data about Korea Export data regarding display panel or any other sectors, please contact us here.
China drives Estee Lauder’s growth Estee Lauder (EL) reported its full-year 2017 earnings on August 18th, 2017, showing strong results, […]
Five Things to Remember When Using Alternative Data Alternative data is a hot topic in investment management, with over 90% of hedge […]
Michael Kors acquisition of Jimmy Choo driven by Asia growth? Michael Kors (KORS) has won the bidding war for Jimmy Choo […]
Pandora A/S – Are China Sales Slowing? Danish jewelry company Pandora A/S has had a fairly good run in China […]
Are Tesla’s China sales slowing down? Tesla recently announced their intent to manufacture vehicles in Shanghai, riding China’s potential as a huge […]
A preview of EDU’s Fiscal 4Q17 ending May 31, 2017 China’s New Oriental Education and Technology Group (or “New Oriental”, […]
Sportswear in China – Who’s winning the race between Anta, Adidas, Nike, Li Ning, Xtep? Sportswear brands in China are benefitting […]
What has the impact of THAAD been on duty-free operations of Lotte & Hotel Shilla? Due to the ongoing THAAD controversy, […]
China’s resurgent appetite for branded luxury goods has driven luxury stock prices through the roof. Kering, Moncler, Burberry, LVMH are […]