Apple’s 6.5-Inch ‘iPhone XIs

Apple’s 6.5-Inch ‘iPhone XIs Plus’ To Be a Boon to OLED, Says Jefferies

Although supplies are still tight for Apple’s (AAPL) iPhone X, it’s not too soon to start thinking about 2020, writes Chuljoong Kim of Jefferies & Co., who opines that by that time, Apple will be offering what might be called an “iPhone XI,” in an “S” version, with three sizes, ranging up to as big as a 6.5-inch display.

That should be a boon to the entire supply chain for organic light-emitting diode, or OLED, technology for displays, including LG Electronics (LPL), which is likely to see its shares “re-rated as an OLED company,” he writes.

Broadly speaking, iPhone X, the first Apple phone with an OLED-based display, is helping further proliferate the technology, even though competitors have had the technology for years, such as Samsung Electronics (005930KS): “Smartphone models featuring flexible OLED will likely increase sharply thanks to the positive market response to the iPhone X.“

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Author: manishdwibedy

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