Price impact: 3Direction: upSource: DigiTimes Daily
DigiTimes reports that Apple is seeking significant OLED panel price reductions from Samsung Display and LG Display for the iPhone 18 series. The stated context is that higher memory and storage costs are increasing overall handset production expenses. For RamTrend, this is a downstream pricing signal. If smartphone makers are offsetting memory and storage inflation by pushing other suppliers for concessions, it indicates that component cost pressure is material enough to affect device bill-of-material negotiations.
AppleSamsung DisplayLG DisplayMobile MemoryStorageOLED DisplaysSmartphones
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