Price impact: 6Direction: upSource: DigiTimes Daily
Apple is negotiating lower OLED panel prices with suppliers in South Korea, according to DigiTimes. The report says higher costs for performance-oriented mobile DRAM, NAND Flash and other memory components are weighing on gross margin. Offering larger display orders in return for discounts suggests device makers are trying to offset memory inflation elsewhere in the bill of materials.
AppleSouth Korean OLED suppliersmobile DRAMNAND FlashOLED
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