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Samsung Display’s 3Q19 Earnings Highlight Industry Struggles

Posted on December 9, 2019 in Supplier Health by Mark

Mobile flexible OLED shipments are masking how bad Samsung Display’s (“SDC”) LCD business is performing. There is a risk that BOE’s...

iPhone 11 Pro OLED Display Cost

Posted on December 5, 2019 in Should Cost Financial Model by Mark

Tech Financial Analysis estimates that Apple pays $55 to Samsung Display for the iPhone 11 Pro OLED display.  We estimate Samsung Display’s sale...

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