“Advanced Energy Industries‘ (AEIS) organic light-emitting diode (OLED) exposure is minimal, a Needham analyst said Tuesday, meaning Apple‘s (AAPL) rumored decision to swap out LCD screens in the iPhone 8 could have minimal impact on small-cap chip gear maker AES,” Allison Gatlin reports for Investor’s Business Daily.
“Needham analyst Y. Edwin Mok’s report follows Pacific Crest’s view last week that Advanced Energy could join Applied Materials (AMAT) and MKS Instruments (MKSI) in riding Apple’s reported OLED wave,” Gatlin reports. “OLED screens are thinner, more flexible and allow for greater color saturation.”
“Applied Materials is Advanced Energy’s singular OLED customer, Mok wrote,” Gatlin reports. “‘FPD has historically represented less than 10% of ex-inverter revenue, and in the best years FPD revenue only reached $30 million,’ he wrote in a research report. ‘Therefore, OLED investment could drive some incremental business for AE.'”
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MacDailyNews Take: And, potentially, MacBook Pro could soon join Apple Watch as Apple products utilizing OLED displays.
Thinner, lighter 2016 MacBook Pro may feature OLED display touch bar and Touch ID – May 24, 2016
Apple suppliers gear up to deliver OLED to 2017 iPhone – May 23, 2016
Apple’s iPhone 7 Plus to get OLED exclusively, other models to stick with LCD, analyst suggests – May 16, 2016
Apple plans huge 5.8-inch iPhone with AMOLED display, sources say – March 8, 2016
Apple unlikely to offer iPhones with OLED screens before 2018 – December 30, 2015