Could Apple Drop OLED in Future iPhones?

Evercore ISI Lowers Estimates on Universal Display (OLED) But Sees Costs Coming Down and Still Sees Two Apple OLED Models in 2018

In a note to clients earlier today, Evercore ISI analyst C.J. Muse weighed in on the recent weakness in Universal Display (NASDAQ: OLED) which is down 16% vs the SOX up 1%. Muse believes this weakness is related to 1) news reports of Samsung indefinitely delaying investment plans in A5 OLED facility, 2) fears of AAPL shifting display strategy back to LCD after iPhone X disappointment, and 3. news of Chinese handset OEMs focusing on cost competitive LCD as customers are not willing to eat the additional cost of OLED.

Muse views this hiccup... More

Apple (AAPL) iPhone Outlook: 'Legacy Models Should Outperform in 1H18, New LCD Models Should Outperform in 2H18' -CLSA

CLSA Nicolas Baratte provides a global tech sector note on Apple's (NASDAQ: AAPL) iPhone outlook into 2018, with the analyst commenting that "legacy models short outperform" in the first half of 2018, while new LCD models "should outperform OLED-suppliers." Baratte's conclusions suggest a "positive outlook... More

Apple (AAPL) PT Maintained at $188 at Macquarie; 'Services & App Ecosystem Will Likely be Responsible for Significant Percentage of Future Profit Growth (Estimate Over 80%)'

Macquarie maintained its price target on Apple (NASDAQ: AAPL) at $188.00 while maintaining a Outperform rating, ahead of the company's earnings announcement on February 1st, after the market close.

Analyst Benjamin Schachter notes the importance of Apple Services revenues and profits, more... More

UPDATE: Facebook (FB) PT Raised to $225 at Deutsche Bank on 4Q Preview; 'Ad Checks Point to Robust 4Q Revenue Growth & Strong Ad Budget Growth'

(Updated - January 29, 2018 6:11 AM EST)

Deutsche Bank raised its price target on Facebook (NASDAQ: FB) to $225.00 (from $220.00) while maintaining a Buy rating, ahead of the company's fourth quarter earnings report on February 1 after the market close.

Analyst Llyoyd Walmsley... More

OLED (OLED) Could Take the Fall from Apple (AAPL) iPhone X Weakness - Lynx Equity Strategies

Lynx Equity Strategies analyst Jahanara Nissar suggested with Apple's (NASDAQ: AAPL) iPhone X in decline, OLED could take the fall.

Nissar said their checks show that supply-chain estimates for sell-through over the life-time of iPhone X has been slashed by a third to a half compared to pre-launch estimates. She said while Apple may yet emerge relatively unscathed in the medium term,... More