Samsung left with excess OLED panels after Apple halved production

19 February 2018
Apple's iPhone X over-estimation may hurt Samsung's margins.

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Anonymous, 19 Feb 2018I have no problem with rumours/speculations as long as it c... moreLol. I never said that the iPhone X was selling really bad, and neither the reports said it. The report just said that the future demand for the iPhone X in 2018 is weaken, as in, not as strong as it used to be. So, in order to maximise the profits, Apple has cut down the production for future iPhone X. As a result, Samsung had been left with many high quality OLED panels that no other companies can currently afford to be sell off to.

And for your information, Apple never disclosed the number of iPhone X sold. The quarterly financial results just covers the revenues, profits and the numbers of product sold as a whole. Those who reported about the numbers of iPhone X, 8 and 8 Plus sold are from respected analysis and reporters, and NOT from Apple itself. (Show me a link to prove otherwise) But I guess, since it didn't come from Apple themselves, you going to treat them as an unreliable source right? Lol.

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    • AnonD-659932
    • 75U
    • 19 Feb 2018

    They should charge apple more per unit since they're not buying as much now...

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      • Anonymous
      • m13
      • 19 Feb 2018

      Onyxia, 19 Feb 2018If you think that 'reliable source' only refers to an offic... moreI have no problem with rumours/speculations as long as it clearly states that that is the case.

      Painting something as facts when its clearly not is what I object against. Going by alot of analysts and "people in the know" iPhone X was selling really bad, outsold by 8 and older iPhones. Now there are hard numbers and facts that shows that this was clearly not the case. Apple sold pretty much exactly what they as expecting to sell according to their guidance for that quarter. If Apple had expected to sell as many iPhone X as some analyst said they were Apple would have missed their guidance by a mile.

        Anonymous, 19 Feb 2018And it does not mean its true either. There has been so man... moreIf you think that 'reliable source' only refers to an official statement from manufacturers, I suggest you don't visit any tech site ever again. You would just brush off most of the contents and said it comes from an unreliable source. Lol.

          AshesToAshes, 19 Feb 2018I'm sorry but I just don't understand how this works. If Ap... moreIn the contract, Apple would have to buy at least the minimum quantity ... So Apple may say they expect to sell 40m units. But they will buy a minimum, say 30m panels ... Samsung as supplier will have to price in the extra 10m units in case Apple doesn't require them. Samsung may also say to Apple that they must pay, say 25% of cost, for the extra 10m which they didn't take up. It's all depends on how the contract was written up.

          Let me assure you that Samsung were never out of pockets. They may have extra panels in their factories ... but they never made a loss on the contract. Contingencies were made for such an unforeseen outcome.

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            • Anonymous
            • m13
            • 19 Feb 2018

            Onyxia, 19 Feb 2018*facepalm* Don't be so ignorant. Just because it didn't ... moreAnd it does not mean its true either. There has been so many reports from "someone in the know" that has been proven wrong.

            To be interesting for me there has to be more weight to the rapport then a nameless source.

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              • AnonD-732843
              • mqQ
              • 19 Feb 2018

              Anonymous, 19 Feb 2018Why was Samsung producing too many in the first place?Greed.

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                • Anonymous
                • m13
                • 19 Feb 2018

                AnonD-241270, 19 Feb 2018the fact is, the waste of OLED is no useful to sammy is bec... moreAgain, where is that fact? There is no reliable source that confirm any of this. You obviously do not know the meaning of fact, reliable source and so on. This is based an rumours, from some "guy in the know". I janitor cleaning toilets at one of Samsungs factory for all we know...

                  Anonymous, 19 Feb 2018Why should I answer something I know nothing about? Please ... more*facepalm*

                  Don't be so ignorant. Just because it didn't come from Apple or Samsung or some other smartphone OEMs, doesn't means it's fake news. For instance, MOST of the articles here in GSMArena ALONE are not from the manufacturers or official smartphones OEM. It comes from leakers, analysis and insiders. And sometimes, even redditors. And most of them comes out true in the end.

                  And honestly, do you REALLY think Apple going to give out a statement, stating that they had cut the production of the iPhone X? Lol no. It would be a PR disaster for them.

                  If you think that 'reliable source' only refers to an official statement from manufacturers, I suggest you don't visit any tech site ever again. You would just brush off most of the contents and said it comes from an unreliable source. Lol.

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                    • Anonymous
                    • LaT
                    • 19 Feb 2018

                    Apple to waste Samsung's money. I would sue Apple. but I not the type for suing.

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                      • AnonD-241270
                      • 3E4
                      • 19 Feb 2018

                      Anonymous, 19 Feb 2018Why should I answer something I know nothing about? Please ... morethe fact is, the waste of OLED is no useful to sammy is because they have a notch on top, and sammy dont do phones with it...

                      and then, they couldnt use them...until other brand steps in and copy that notch, then sammy can sell to them. understand???

                      simply they can just cut the top notch and do a smaller screen to use, but whi know if aiple change their mind.

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                        • Anonymous
                        • m13
                        • 19 Feb 2018

                        Onyxia, 19 Feb 2018You still didn't answer my question. Why is Samsung having ... moreWhy should I answer something I know nothing about? Please point me to were Samsung say they have alot of screens over and they were meant for iPhone X. And I don't want "someone in the know" as source. I want a real source, an official Samsung statement. Facts, not rumours and speculations that is.

                          Anonymous, 19 Feb 2018Do you know what a "reliable source" is? "Someone in the kn... moreYou still didn't answer my question. Why is Samsung having so much excess OLED panels in the first place, if it isn't Apple's doing?

                          But ofcourse, I guess all of these reports about Samsung left with excess OLED panels are fake huh? Since, you know, according to you, this report didn't come from a reliable source, am I right? Lol.

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                            • AnonD-241270
                            • 3E4
                            • 19 Feb 2018

                            AnonD-405901, 19 Feb 2018Why not lower price of iPhone X? I'm sure they can still ma... moreif they do a price cut, apple no more is apple because they love to give the consumer overpriced trash, so...no price cut here...they will survive anyway...

                            meh, people are dumb in buying that...

                              kupfernigk, 19 Feb 2018OLED "burn in" is a reduction in output because the plastic... morewhat?
                              Before you would see any problems with OLED you will change your phone at least 2 times...

                              Also keep in mind that average device lifespan is 2-3 years, there is bigger chance that battery in your device start loosing juice before you will ever notice smallest problems with screen.

                                Anonymous, 19 Feb 2018That just proves that you're ignorat (i.e.: have no idea wh... moreOLED "burn in" is a reduction in output because the plastic pixels have a much shorter life than LCD screens or LED illuminators. That's why I personally won't use them. They are still not a fully developed product.

                                  I'm sorry but I just don't understand how this works. If Apple wants to bankrupt Samsung and leave them with LOTS of unsold panels, they only had to trick them into believing they would buy every panel they could produce?

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                                    • Anonymous
                                    • m13
                                    • 19 Feb 2018

                                    Onyxia, 19 Feb 2018What on earth are you talking about here?! The source of th... moreDo you know what a "reliable source" is? "Someone in the know" means nothing. There is no source here.

                                    That "estimate of over 40 million" is just.... tada an estimate done by analysts. It's not a number from Apple. Apple beat their own quarterly report meaning they sold just about as many iPhone 8/8+/X as they thought they would, that is fact.

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                                      • Anonymous
                                      • yAL
                                      • 19 Feb 2018

                                      I don't get it. Wouldn't they manufacture them according to how much Apple ordered? Or even Samsung gave Apple too much credit

                                        AnonD-234961, 19 Feb 2018Just create an iPhone X clone. Job done :)Even Apple couldn't sell that notch crap.
                                        Do you think anyone else can?
                                        :)

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