$Apple (AAPL.US)$ iPhone production forecast. Mizuho's repor...
iPhone production forecast. Mizuho's report.
About folding terminals that may go on sale in '27.
“Even if there is an intention (possibility) of Apple's intention (possibility) to introduce foldable devices, the impact on the value chain is not small. Horizontal folding models exceed the size limit of 7” for smartphones (increase in size), adoption of multiple displays, etc., leading to an increase in OLED area demand. Additionally, in response to Apple's movements, a ripple effect is expected, such as an increase in the possibility that the Android team will further enhance foldable models.” “We think there is a possibility that the two companies, Samsung Display and LG Display, which already have high peak operating rates, will make additional investments in the G6 plant in 26-27 depending on Apple's adoption trends. Currently, it seems that each company has no such plans, and since attention is gathered at the G8.7 factory (SDC and BOE) in the capital market, and there are few discussions about G6, etc., we are paying attention to OLED-related equipment factors.”
OLED capital investment, which has received no attention from the market at all, may be exciting next year or so.
About folding terminals that may go on sale in '27.
“Even if there is an intention (possibility) of Apple's intention (possibility) to introduce foldable devices, the impact on the value chain is not small. Horizontal folding models exceed the size limit of 7” for smartphones (increase in size), adoption of multiple displays, etc., leading to an increase in OLED area demand. Additionally, in response to Apple's movements, a ripple effect is expected, such as an increase in the possibility that the Android team will further enhance foldable models.” “We think there is a possibility that the two companies, Samsung Display and LG Display, which already have high peak operating rates, will make additional investments in the G6 plant in 26-27 depending on Apple's adoption trends. Currently, it seems that each company has no such plans, and since attention is gathered at the G8.7 factory (SDC and BOE) in the capital market, and there are few discussions about G6, etc., we are paying attention to OLED-related equipment factors.”
OLED capital investment, which has received no attention from the market at all, may be exciting next year or so.
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