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1

IPhone shipments may drop sharply in 1Q

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The impact of China’s corona virus is expected to reduce iPhone production by 50% year-on-year.
Foxconn’s iPhone plants are located in Zhangzhou and Shenzhen, China, where 90% of the iPhone is manufactured.

3

Foldable Phone Cover Window Material Competition To Heat up.

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Ahead of Samsung Electronics’ unpacking event, interest in the foldable phone cover window material is hot. There was a concerned surprise that the Galaxy Fold, which was scheduled to be released in the first half of last year, was delayed for several months due to the tearing issue of the protective film. This year’s concern is whether Ultrathin Glass (UTG), which has emerged as a substitute for Colorless Polyimide (CPI), can be mass-produced without major issues.

4

JDI at Japan signed a $1 billion investment contract and focused on automobile LCDs and finger sensors rather than OLEDs.

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Japan Display (JDI) announced on the Jan. 31st that they have signed a final contract to receive investment of up to 108 billion yen (980 million dollar) from Ichigo Asset Management. Therefore, the company is expected to release its debts and invest in new fields such as fingerprint sensors. However, it has yet to be determined whether JDI will invest in OLED for Smartphones.