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> Who is pulling numbers out of thin air, statista.com or Samsung? These numbers don't necessarily contradict each other. Since the X is the first OLED iPhone,
by cosmie 9y ago
> Who is pulling numbers out of thin air, statista.com or Samsung?
These numbers don't necessarily contradict each other. Since the X is the first OLED iPhone, and the X wasn't realeased until November, those "50 million OLED displays in 2017" were only for enough production to cover 2 months of sales. Projecting 180-200mm units in 2018 isn't unreasonable, based on that initial demand.
It looks like from the parents CNET article that they may have trimmed that outlook since then, potentially based on a stronger tapering of demand than they expected. But the original number isn't quite in the realm of thin air and lived comfortably in the land of the mildly optimistic (if improbable).
- Someone 9y agoTwo months with pent-up demand (Apple announced the iPhone X on September 12, and ‘everybody’ knew a new phone was going to be announced at least two weeks before) in the quarter were Apple typically sells a third of its yearly number of phones. If you assume the other three quarter each do 22% of sales, that 50 million already goes down to 34 million. Anything more, for me, would be a big surprise. But chances are this is more to blame on reporters hunting for attention than on Samsung. Samsung may just have said they would sell fewer displays than the 50 million of last quarter.