From “Apple Supplier in Japan Looks to Taiwan for Bailout After iPhone XR Letdown,” posted early Tuesday for Wednesday’s Wall Street Journal ($).
More than half of Japan Display’s revenue in the year ended March 2018 came from Apple. But in the latest lineup of iPhones, only the XR uses liquid-crystal displays, the type in which Japan Display specializes, and that model has fallen far short of Apple’s expectations.
Apple is likely to drop LCD displays altogether in its 2020 iPhone lineup in favor of organic light-emitting diode displays that allow for more flexible handset design, people familiar with the production plans have said.
My take: Just a rumor, but as OLED costs come down it makes good sense.