Apple iPhone Enters Supercycle, Watch Demand Second to None

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Samsung is Apple's biggest challenger in smartphones, but Cupertino still had to go to Samsung Display for the OLED on the iPhone X. Choosing LG instead could be a way for Apple to distance itself from its rival, avoiding technology leakage and keeping money out of Samsung Group.

Well guess what: Jony Ive, the man who's probably ultimately responsible for the notch, said in an interview that the iPhone X design is only the beginning.

That rivalry may, however, start to overshadow their partnership soon.

LG Display will create a foldable OLED panel for the 2020 iPhone, according to unnamed industry sources.

According to The Bell on October 11, LG Display recently created a task force to develop a foldable OLED screen for the new iPhone model, while its parts-making sister firm LG Innotek has also setup a team dedicated to developing the rigid flexible printed circuit board, more widely called RFPCB.

Some media reports claim that Apple is moving away from Samsung due to the concern of possible leaks from the display wing of Samsung on future plans about iPhones. Even LG Innotek has brought together a team to develop the rigid flexible printed circuit board (RFPCB).

Apple may be now buying OLED panels from Samsung, but it seems reluctant to continue the trade.

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On average, analysts expect that Apple will report full year earnings of $8.94 per share for the current year, with EPS estimates ranging from $8.64 to $9.33.

Apple is also considering investing in LG to speed up OLED production.

LG recently started its first OLED production for phones at its E5 plant in Gumi, North Gyeongsang Province, as per a CNN News18 report.

Meanwhile, Samsung is also believed to be readying its own foldable display handset for launch in 2018.

The iPhone X's TrueDepth camera, however, could lead to some production bottlenecks for Apple, according to recent comments by Deutsche Bank analyst Sherri Scribner.

Firstly, this is the first time we're hearing about Apple planning for a product a few years in advance.

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