Samsung Display (005930 SK) is reportedly increasing its supply to Apple (AAPL); according to sources cited by ajunews, panel volume from Samsung Display is set to increase to as much as 20mln units (prev. forecasted 13-15mln units)
Newsquawk Staff ·
Samsung Display (005930 SK) is reportedly increasing its supply to Apple (AAPL); according to sources cited by ajunews, panel volume from Samsung Display is set to increase to as much as 20mln units (prev. forecasted 13-15mln units)
What it means
Samsung Display's increase in panel supply to Apple, boosting forecasts significantly from 13-15 million to 20 million units, signals a strong partnership and potentially enhanced product offerings for Apple. This move could positively impact Apple's supply chain efficiency and product availability, potentially influencing the stock performance of both companies and their respective sectors.
Sources
- US EQUITY OPEN: Indices rangebound ahead of FOMC and major earnings
- US Broker Moves: ENPH and DYN downgraded at Oppenheimer; FFIV downgraded at Piper Sandler
- Apple (AAPL) is set to unveil 14‑inch and 16‑inch touch MacBooks on Wednesday and discussed charging USD 2,899 for the new 14-inch touch Mac, while touch-screen Macs will be its priciest laptops
- Logitech (LOGN SW) Q2 2027 (USD): Adj. EPS 1.51, Adj. operating income 231mln (exp. 203.6mln), Revenue 1.22bln (exp. 1.21bln)
- HP (HPQ), Asus (2357 TT) and Acer (2353 TT) are shifting some PC production from Thailand and Vietnam back to China to combat soaring component costs driven by AI-related memory and storage shortages, reports Nikkei citing sources
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