toggle

AAPL Stock: 123.25 ( -0.99 )

Printed from http://www.macnn.com

OLED a distant prospect for Apple products, says analyst

updated 02:35 pm EST, Mon November 7, 2011

Samsung only real source for OLED panels

Despite recent reports, it's unlikely that Apple will use OLED panels in its products anytime soon, says Canaccord Genuity analyst Jonathan Dorsheimer. Last Thursday a patent application emerged suggesting Apple interest in a more power-efficient OLED display. The news helped send stock of an OLED maker, Universal Display, up 17 percent during Friday trading.

Dorsheimer notes that the patent filing "seems to have gone viral among investors," but calls it an "irrelevant" piece of information. "We feel that Apple has always wanted to use OLEDs but performance and sourcing has limited the choices," he explains. "With Samsung providing 90% of the world's capacity, we don't see this changing until adequate second sourcing evolves, likely in 2013. We do not see Apple entering manufacturing of the screens, and thus there would be no direct royalty implications from Apple adopting OLEDs."

LG Display, AU Optronics, and Chimei Innolux are seen as likely second sources for OLED parts. Universal Display shares, meanwhile, have slipped roughly 9 percent on Monday so far.




by MacNN Staff

toggle

Comments

  1. Beechlady

    Joined: Dec 1969

    +1

    Yeah, right. Analysts.

    Which usually means JUST THE OPPOSITE. >_

  1. DiabloConQueso

    Joined: Dec 1969

    +2

    Remember...

    ...the patent on the iMac with a touchscreen that transforms into a horizontal configuration?

    Yeah, using patents alone to gauge upcoming products is kind of stupid.

Login Here

Not a member of the MacNN forums? Register now for free.

toggle

Network Headlines

toggle

Most Popular

Advertisement

Recent Reviews

Seagate Wireless

It seems like no matter how much internal storage is included today's mobile devices, we, as users, will always find a way to fill th ...

Brother HL-L8250CDN Color Laser Printer

When it comes to selecting a printer, the process is not exactly something most people put a lot of thought into. Printers are often t ...

Moshi iVisor AG and XT for iPad Air 2

Have you ever tried to put in a screen protector that relies on static to cling to the screen? How many bubbles and wrinkles does it h ...

toggle

Most Commented