Slashdot Mirror
Samsung To Cut OLED Production Due To Poor iPhone X Sales
Samsung's panel-making division, Samsung Display, is reportedly reducing OLED panel production at its South Chungcheong plant due to lower than expected iPhone X sales. According to Nikkei Asian Review, Samsung now plans to cover 20 million or fewer iPhone X devices for the quarter ending in March, a large decrease from the expected 45 to 50 million units. CNET reports: Apple sold 77.3 million iPhones in the quarter ending in January, down by 1 percent on the previous year. The $1,000 price tag on the iPhone X was blamed for the volume shortfall -- but also contributed to the company making record-breaking profits. Samsung did not respond to CNET's request for comment.
It's an over priced phone that serves no useful purpose to the vast majority of people looking to get a new phone.
Samsung cut production because they couldn't get contracts from Chinese vendors.
http://www.patentlyapple.com/patently-apple/2018/02/apples-iphone-x-is-the-instant-scapegoat-for-samsungs-failure-to-win-oled-orders-from-chinese-vendors.html
I prefer to get my overpriced phone from Samsung anyway. Assuming the S9 still has an audio jack, of course. Otherwise, elsewhere, or done.
I've fallen off your lawn, and I can't get up.
How big does your factory have to be to be able to churn out 2.53 screens every second?
"iPhone X was the best selling smartphone in the world in the December quarter"
http://www.patentlyapple.com/patently-apple/2018/02/apples-iphone-x-is-the-instant-scapegoat-for-samsungs-failure-to-win-oled-orders-from-chinese-vendors.html
It's a good thing people are pushing ahead with OLED displays, even if my current phone, an LG V20, has an IPS display not an OLED.
In fact personally I'd be happy with a 4.3" 800p display like the one in an S2 and better battery life. Even the 1080p 5.1" one on the S5 seems like overkill.
I can see it depends what you're doing with the phone but for using it as a phone or watching video on a treadmill how many pixels do you need? In fact these days I only ever watch video on a old 10" tablet, not a phone.
Jobs's retina rhetoric inadvertently makes the point that a 1440p display on a 5.7" device - the V20 - is actually way past the point of diminishing returns in terms of what most people can see. And refreshing all those pixels takes power.
There's a case to be made for going back in resolution on the grounds that it increases battery life, decreases cost and most people can't see those pixels. Perhaps as a compromise you could have a display where you clock the data into two lines simultaneously, reducing the effective resolution and number of lines that need to be refreshed. Problem is halving the resolution on a 1440p device would take you to 720p which even I reckon is pushing it.
Still a 1080p device would be fine.
echo -e 'global _start\n _start:\n mov eax, 2\n int 80h\n jmp _start' > a.asm; nasm a.asm -f elf; ld a.o -o a;
Supply chain rumor debunked above. Apple also did not have a volume shortfall. Their fiscal Q1 was a full week shorter than last year. Based on their sales/day they had growth.
Apple also had the largest ASP in smartphone history. People are buying the X.
This phone made record breaking earnings for Apple. In what sense of the word is that "poor". How can a phone be overpriced if it achieves that sales objective? Sure you personally might find a kilobuck too much and this think "overpriced". But that's not what overpriced means. It means a prices that results in a poor outcome. And from apple's point of view the outcome was not poor.
Don't OLED screens burn in? Because THAT would be the factor that I would think would cut demand. Does this one that goes in the iPhone not burn in? I don't care about Apple products enough to sift through the fanboy BS online and find out.
Remember that $1000 application that displayed a jewel and displayed something like "I am rich. I deserve it." but misspelled "deserved" and did little else?
This phone is like that.
Samsung failed to get orders from Chinese companies. Nothing to do with apple.
http://www.patentlyapple.com/p...
Mike @ The Geek Pub. Let's Make Stuff!
Personally, I don't want a thousand dollar phone because how I would feel when I break it. It's not that I would not like the phone and I don't even see it as over priced.
Why isn't it overpriced? How many things do you hold in your hand and look at 50 times a day? comething that tactile and consuming of your senses, intellect, time and lifestyle is something you should be getting the best possible tool for. It's not a place to economize. You can get a cheaper phone but saving yourself 25 cents a day for a phone that is a little less enjoyable is just illogical provided you can afford the extra 25 cents a day.
I'd just be so pissed off if I broke it. Having done that with other phones this is not a low probability. SO I deny myself the pleasure to avoid the pain I know I'd eventually experience.
Some drink at the fountain of knowledge. Others just gargle.
What does the equation even evaluate to? iphone x sales = profit?
At least give us the answer. This brain teaser is going to bug me all day.
at the end of the day, it's still just a fucking phone.
This is the same as saying a car is just a car. True. But you spend a lot of time in them and some cars make you feel good about driving them. Ever driven a manual shift sports car down a windy country road? And yet a much cheaper automatic sedan is a much more practical car. And both are cars and both get you to your destination. One just makes you grin like an idiot and is exciting. And what's life without some excitement. Stupid to buy a sedan if you have the money to burn for the sports car. If you don't have the money then of course it would be silly to buy something unaffordable. iphone are a super cheap luxury
Some drink at the fountain of knowledge. Others just gargle.
A story out of Japan on Friday stated that "Other smartphone makers, who Samsung had hoped would incorporate OLED panels, have been slow to make the transition due to their expense and are sticking to liquid crystal displays."" Apparently that reality doesn't sell stories, so the Nikkei Asian Review decided to just throw in Apple as being Samsung's problem to make the story a mover.
Smartphone sales fell in China overall in Q4 and yet Apple was able to buck the trend with the iPhone X being the number one smartphone around the world. In fact Kantar reported that iPhone X sales in Urban China were staggering.
During Tim Cook's summary for the holiday quarter he noted: "Our growth was broad based and a key driver was iPhone which generated it's highest revenue ever. iPhone X was the best selling smartphone in the world in the December quarter according to Canalys and it has been our best selling phone every week since it launched."
In late January Patently Apple posted a report titled "Apple to end Samsung's exclusive OLED contract and Shift to a new L-Shaped Battery with Increased Capacity." In that report we also noted that China's BOE and Sharp were vying for Apple's OLED business.
Yet despite Samsung overestimating OLED display demand, the Nikkei Asian Review's report adds: "To make matters worse, Chinese OLED panel makers are expanding production capacity, heating up the price competition even more."
Some drink at the fountain of knowledge. Others just gargle.
"nobody goes to that club anymore, it's too crowded."
http://www.patentlyapple.com/p...
During Tim Cook's summary for the holiday quarter he noted: "... a key driver was iPhone which generated it's highest revenue ever. iPhone X was the best selling smartphone in the world in the December quarter according to Canalys and it has been our best selling phone every week since it launched."
more importantly perhaps, it reversed the sagging iphone trend in china. ".. Kantar reported that iPhone X sales in Urban China were staggering. "
Apparently nobody wants one because they are too popular.
Some drink at the fountain of knowledge. Others just gargle.
Also in what world does selling 77.3 million phones equal commercial failure and lets start closing factories?
Fucking pisses me off... Its the likes off Apple that's causing our environment to go to shit. With their 77 million phones...
[($)]
Then it's a $1400 phone that you have to physically destroy within 4 years or you wasted $400.
AppleCare for the iPhoneX is only $249 (amusingly AppleCare for the iMac Pro, that costs at least $5k is $169).
But even if you never use it, that cost hardly matters. Like all insurance it provides benefit to a small subset but that benefit is pretty large; and if you never use it the cost of AppleCare averaged out over how long you own and use the phone is really small.
Not to mention if for some reason you are the kind of person who likes to get new phones each year, AppleCare+ will transfer to a new owner, hence increasing the value of a used device in resale.
Some people a don't like extended warranties and I am generally in that camp. But unlike other warranties the Apple ones are quick to be honored, you don't get a lot of hassle trying to claim them as you do with other companies. The easier they are to make a claim on the more really value they have to obtain.
"There is more worth loving than we have strength to love." - Brian Jay Stanley
It would be wise to note that Nikkei Asian News is usually pretty full of sh*t when it comes to Apple’s supply chain. One might even surmise that they try to manipulate the stock.
They really should go back to that level of detail.
You want the truth?
You can't handle the truth!
No they come in as a loss. They are already counted as earnings. When they repatriate them they pay a tax and book a loss. The tax law actually lets you spread the loss over several years too. So expect apple (net) earning to go way down even though they are making a killing on tax savings. Go figure. The Wall street journal had a piece on how confusing it's going to get trying to figure our price to earnings ratios for the next few years of these highly variable earnings modifications.
Some drink at the fountain of knowledge. Others just gargle.
Except we know that 1/29 story was a complete fabrication from Apple's earnings report that came out 2/1... made anyone who believed it look like a complete idiot.
Not saying that YOU are a complete idiot. No sir! *whistles and looks away*....
Yes you can spin a negative into a positive
Or lie a positive into a negative. That's the internet for you! Funny how it leaves little traps like that behind for those that don't pay attention to reality.
I mean, you'd really have to be rather "special" to post what you did after all of the other corrections already posted to the story pointing out the real reasons behind the decline being due to other smartphone makers not following Apple's lead on OLED as rapidly this time around...
t i'd prefer it that they didn't set their expectations so ridiculously high and miss them by such a large margin.
Thanks to great operational and business performance, we achieved all-time record profitability during the quarter, with EPS up 16 percent,
*whistles a little louder and stares intently*
"There is more worth loving than we have strength to love." - Brian Jay Stanley
This shit again. Every year the same. When will people understand that this is the normal life cycle of any product. Especially one that gets updated every year. According to Apple the iPhone X is the best selling iPhone at the time. And no shit Samsung says this as they are loosing business from Apple. They should stick to their shady environmental claims, bribing politicians and exploding batteries instead.
Or is this just YAD Nikkei iPhone report.
Of course news about a fake are Fake News.
Samsung's troubles are of course overinflated in this article, because every iPhone X sale all but guarantees the sale of two replacement screens in the first year of use...
One can tell Jony Ive has nobody that can say 'no' anymore. I think that is reflected in unfortunate old Apple derp-proprietary habits (forcing people from ports they like because 0.1mm thinner, ditching genuinely useful stuff like MagSafe because 0.1mm thinner, ditching Home button because screen access but throw notch on top compromising screen access, etc.) coming back so strong these days.
But margins so high on iPhoneX they make tons-o'-money off the Apple suckerati. Newsflash: Iphone X is an iPhone 8 with different screen and different I/O endpoint on the secure enclave. That's about it. Personally, I'm hoping for iPhone SE refresh so I can get classic chassis with OLED display, nicest silicon, and more memory. If big phone only option, primo Galaxies are a better chassis at this point.
With all that said though, since FaceID is basically a multi-sampling percision LIDAR there's probably some killer apps for the gadget nobody realizes yet (beyond just measuring a face) and won't realize until Apple exposes API for it and peeps get to tinker around. Does anyone know if devs can access that module yet? And if so can they use it outside the secure enclave?
I see somebody that had a microaggression...do you want to talk about it?