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Re:Apple Reports First Quarter Results by Eric_WVGG on Thursday February 01, 2018 @07:41PM (#16287345)
Kuo is usually right about the supply chain, and usually wrong in interpretation.

OLED screens are in short supply, and that will take a few years to turn around. This November, Apple can either split their limited supply of OLEDs between iPhone X and iPhone Xs (or XI or whatever that winds up being called). And that's not even factoring the likely larger-screen model...

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