Apple's Next Big Move: A Sneak Peek

With Apple's (Nasdaq: AAPL  )  newest iPhone slated for release sometime in the early fall, it’s hard not to be a little curious about what exactly Tim Cook and company are coming out with next. In today's edition, research analyst Lyons George discusses the rumors surrounding the Cupertino giant's forthcoming smartphone, including the possible integration of OLED (organic light-emitting diode) technology. Watch as our analyst considers how that could affect Apple's business, and why Apple might have to change its competitive strategy going forward.

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Lyons George has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Amazon.com, Google, Microsoft, and Universal Display. Motley Fool newsletter services recommend Amazon.com, Apple, Google, Microsoft, and Universal Display . Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.


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  • Report this Comment On July 21, 2012, at 9:05 PM, lojikfool wrote:

    Hi Lyons, great article, but this is the first and only place I've heard that the .5mm thinner screen is OLED, I had understood that it was just improved LCD technology, can you verify please? As a PANL shareholder I'm fairly interested in when there will be enough OLED supply to meet AAPL's demand. Funny though, rumour has it that LG (who is making the iPhone 5 screens) has already signed a 5 year agreement with PANL, and they are keeping it quiet for now. Putting 2 and 2 together maybe they're keeping it quiet until after the launch of the iPhone 5 for better secrecy of the LG AAPL OLED screen deal...we shall see...

  • Report this Comment On July 21, 2012, at 10:55 PM, lojikfool wrote:

    Here's an excerpt from the Korea Times article of 2 April.

    "Thanks to the increased volume, chances have been raised to ship Samsung’s OLEDs for Apple’s iPads and even iPhones, said unnamed Samsung executives on the condition of anonymity.

    ``So far, Apple has questions over an output commitment and product volume as Samsung’s OLED business isn’t on full track. But chances have risen to break the wall,’’ said one Samsung executive.

    Apple is Samsung’s biggest customer, buying $7.8 billion of components such as memory chips and LCDs in 2011. This year, it will buy around $11 billion of Samsung parts despite the deepening legal battle between the two companies.

    Apple is using LCDs in most of its i-branded products. It’s known that Apple previously denied Samsung’s offer to use OLEDs as the American firm believes OLEDs have some ``technological problems.’’

    Apple spokesman Steve Park declined to comment."

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