[ gsmarena.com ] Limited OLED supply could constrain iPhone 8 to just 3-4 million units

[ mukeshbalani.com ] “You heard it here first…if you haven’t already heard it elsewhere”…

Limited OLED supply could constrain iPhone 8 to just 3-4 million units

The story is the same, just this time the insiders have more specific numbers – around 3-4 million OLED displays will be manufactured by the time the iPhone 8 launch. And that’s not nearly enough.

For comparison, the iPhone 6 and 6s sold a combined 10 million units in three days. Numbers for the iPhone 7 are in the same ballpark. So these 4 million units (or less!) are going to fly off the shelves in no time, especially considering that this is the more desirable iPhone (the 7s and 7s Plus will be relatively small, iterative updates).

The OLED panels are currently manufactured by…

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