𝗔𝗳𝘁𝗲𝗿 𝗮 𝟮𝟬𝟮𝟲 𝗦𝘂𝗿𝗴𝗲, 𝗗𝗶𝘀𝗽𝗹𝗮𝘆 𝗘𝗾𝘂𝗶𝗽𝗺𝗲𝗻𝘁 𝗦𝗽𝗲𝗻𝗱𝗶𝗻𝗴 𝗧𝗼 𝗙𝗮𝗰𝗲 𝗮 𝗦𝘁𝗲𝗲𝗽 𝟮𝟬𝟮𝟳 𝗖𝗼𝗿𝗿𝗲𝗰𝘁𝗶𝗼𝗻 Global display equipment capex is projected to fall 49% YoY in 2027 to $5.5 billion, after a 61% YoY surge in 2026. In 2027, spending on new technology development and supplementary investment will continue, but the absence of another large-scale project on the scale of BOE’s B16 Phase 2 is expected to pull total capex down sharply. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀:   • Sunic System is forecast to become the first South Korean equipment maker to lead the display equipment market by revenue in 2027   • A roughly 3.5x YoY jump in DRAM prices in Q3 2026 is pushing smartphone OEMs to delay or scale back new display technology investments   • @SamsungDisplay and LG Display are slowing or trimming planned Gen 6 smartphone display technology investments as a result 𝗪𝗵𝗼 𝗶𝘀 𝗴𝗮𝗶𝗻𝗶𝗻𝗴 𝗴𝗿𝗼𝘂𝗻𝗱 𝗮𝘀 𝗱𝗶𝘀𝗽𝗹𝗮𝘆 𝗲𝗾𝘂𝗶𝗽𝗺𝗲𝗻𝘁 𝘀𝗽𝗲𝗻𝗱𝗶𝗻𝗴 𝘀𝗵𝗶𝗳𝘁𝘀? 𝗙𝗶𝗻𝗱 𝗼𝘂𝘁 𝗶𝗻 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗹𝗮𝘁𝗲𝘀𝘁 𝗿𝗲𝗽𝗼𝗿𝘁 “𝗗𝗶𝘀𝗽𝗹𝗮𝘆 𝗙𝗮𝗯 𝗨𝘁𝗶𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗛𝗼𝗹𝗱𝘀 𝗙𝗶𝗿𝗺, 𝗕𝘂𝘁 𝗠𝗮𝗿𝗸𝗲𝘁 𝗗𝘆𝗻𝗮𝗺𝗶𝗰𝘀 𝗔𝗿𝗲 𝗦𝗵𝗶𝗳𝘁𝗶𝗻𝗴” 𝗵𝗲𝗿𝗲: #SunicSystem# #LGDisplay# #DisplayTechnology# #AMOLED# #OLED# #MicroOLED# #LCD# #DisplayIndustry# #DisplayCapex#

Citing a source, a South Korean journalist specializing in the display industry reported on the cracking issue affecting Apple’s iPhone Duo: “The problem is occurring in the same area, and the cause appears to be a flaw in Apple’s hinge design. Apple will likely have no choice but to redesign the hinge.” The report added: “Since the product is already being manufactured, Apple will need to address the defect while keeping design changes to a minimum, such as by reducing the number of hinge components.”