Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 1 of 14 PageID #: 3462
`Case 5:19-cv-00036—RWS Document 66-37 Filed 08/27/19 Page 1 of 14 PageID #: 3462
`PUBLIC VERSION
`
`EXHIBIT 36
`
`EXHIBIT 36
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 2 of 14 PageID #: 3463
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`Get the Lowest Prices anywhere on Macs, iPads and Apple Watches: Apple Price Guides updated August 22nd
`
`
`Home
`Reviews
`Deals
`Price Guides
`New Macs
`iPads
`Apple Watch
`iPhones
`Apple TV & Accessories
`AirPods & Homepods
`iPhone & iPad Trade-in Prices
`Follow Us
`Twitter
`Facebook
`Instagram
`Youtube
`RSS
`iOS App
`Tip Us
`Send us a tip
`Tip us anonymously
`Contact us by e-mail
`Forums
`Recent Posts
`General Discussion
`Feedback
`Register
`
`Podcast
`
`Search AppleInsider
`AAPL: 212.3 ( -0.34 )
`
`Rumor: Next-gen iPad Pro to boast triple-lens
`camera
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`1/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 3 of 14 PageID #: 3464
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`
`Review: Apple's 2019 13-inch MacBook Pro
`
`Apple Card: What you need to know
`
`Lawsuit: Apple shouldn't have listened in on Siri
`queries
`
`Banned: FAA reminds airlines of MacBook Pro
`fire risk
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`2/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 4 of 14 PageID #: 3465
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`
`iPhone: Apple defends new battery replacement
`warning
`
`2019 MacBook Pro promo code: Save up to $500
`
`
`Never miss an update Follow AppleInsider
`
`Like 51K
`
`
`
`Follow
`
`477K followers
`
`
`
`
`
` –A+B
`
`reaking
`
`Samsung is sole supplier of costly 'iPhone 8' OLED,
`putting Apple in 'urgent need' of alternatives
`
`By Neil Hughes
`Wednesday, September 06, 2017, 09:34 am PT (12:34 pm ET)
`
`The upcoming launch of the "iPhone 8" will reportedly see Apple in a precarious position in terms of parts, as
`the only company currently capable of producing OLED panels for the new edge-to-edge display is said to be
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`3/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 5 of 14 PageID #: 3466
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`rival Samsung.
`
`"iPhone 8" render. | Source: Gordon Kelly and Nodus
`
`Analyst Ming-Chi Kuo of KGI Securities issued a note to investors on Wednesday, a copy of which was
`obtained by AppleInsider, revealing that Samsung has strong bargaining power against Apple.
`
`He suspects that the OLED displays for the "iPhone 8" cost Apple between $120 and $130 per unit — well
`beyond the $45 to $55 per unit Apple is said to pay for the iPhone 7 Plus 5.5-inch LCD screen.
`
`According to Kuo, "Apple is in urgent need of finding a second source of OLED." Any diversity in the supply
`chain will take time, however, as competing display makers need to not only ramp up OLED output, but also
`master manufacturing of the next-generation display technology to meet Apple's quality control standards.
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`4/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 6 of 14 PageID #: 3467
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`
`Interestingly, Kuo still seems unsure as to whether the next iPhone will have a fingerprint sensor. In
`Wednesday's note, he suggested that Apple "may abandon" its Touch ID technology in favor of the OLED
`display, but stopped short of saying definitively that it has been removed from the handset, which will be
`revealed in less than a week.
`
`"We believe 3D Touch module could be unfavorable for scan-through performance of under-display fingerprint
`recognition," Kuo said, "which is one of the main reasons why OLED iPhone may abandon fingerprint
`recognition."
`
`All the mysteries will be resolved next Tuesday, when Apple is holding an event to presumably unveil its next-
`generation iPhone lineup, headlined by the flagship "iPhone 8." Other names given to the unannounced product
`include "iPhone Pro," "iPhone Edition," and "iPhone X."
`
`The device is expected to carry a premium price starting at around $1,000, and will be flanked by successors to
`the iPhone 7 lineup, sporting legacy (and cheaper) LCD technology.
`
`In addition, a new "Series 3" Apple Watch with integrated LTE radio, and a new 4K Apple TV with support for
`HDR content, are expected to be announced at the event. AppleInsider will be there live, at the Steve Jobs
`Theater in Cupertino, with full coverage and analysis.
`
`Why OLED?
`
`A traditional LCD screen is considered transmissive —individual elements change color, but are at the mercy of
`assorted backlight technologies for presentation. OLED screens are emissive, meaning that each individual pixel
`is its own light source with brightness being able to be set per pixel.
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`5/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 7 of 14 PageID #: 3468
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`
`As a result, OLED technology can have has significant power efficiency improvements over LCD screens,
`assuming software is utilized appropriately. For instance, a truly black pixel consumes no power, allowing for
`other utilizations of an OLED screen, such as only using a small portion of it for a constant time and notification
`display, with minimal impact to battery life.
`
`Without the need for a backlight, an OLED screen can be thinner than competing technologies, all other factors
`equal. OLED response times can theoretically reach 0.01 milliseconds, versus 1 millisecond for modern LCD
`screens.
`
`Market watchdogs believe that by 2020, OLED technology will be seen in 40 percent of all smartphones sold.
`
`But, production remains more complicated than traditional LED screens. A speck of dust can ruin an entire
`screen during initial fabrication, and water impingement is a major problem for screens in-use. Even a small
`amount of water contacting the organic substrate of the screen can immediately damage the display,
`necessitating replacement.
`
`Samsung remains the dominant producer of OLED
`
`Other than Samsung, there are several vendors of OLED panels. However, at this time even with vendor's
`government aid and Apple's support, none come close to approaching the volume of the Samsung fabrication
`plants, and won't for a while.
`
`Samsung holds the vast majority of OLED technology patents, with Samsung holding 97.7 percent of global
`production in April of 2016. Manufacturing problems remain the primary hurdle to wider success by others.
`
`Samsung appears to be banking on Apple being a major customer for some time for the technology. After
`rumors in April surfaced about increased OLED production contracts from Apple, Samsung was said to be
`bulking up factories for production of the screens.
`
`Other companies said to be heavily investing in OLED are Japan Display, and LG Display. When efforts by
`either company will produce sufficient volume for Apple is not clear.
`Topics:
`
`OLED,
`iPhone,
`Samsung,
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`6/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 8 of 14 PageID #: 3469
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`
`Ming-Chi Kuo,
`KGI Securities
`
`(37) Comments
`Like 451
`Tweet
`
`
`
`AppleInsider has affiliate partnerships and may earn commission on products purchased through affiliate links.
`These partnerships do not influence our editorial content.
`
`← Previous Story
`
`Spat between Apple & India over 'Do Not Disturb' app could lead to new data rules
`
`Newer Story →
`
`Apple makes tenth beta of iOS 11 available to developers for iPhone, iPad
`
`2 for $80 +
`Amazon Prime
`
`Review: The
`iPhone XR isn't...
`
`Apple
`discontinues...
`
`Apple removes
`iCloud...
`
`High-end 2019
`Apple iPhone...
`
`Ad Metro by T-Mobile
`
`appleinsider.com
`
`appleinsider.com
`
`appleinsider.com
`
`appleinsider.com
`
`Unbeatable Deals from AppleInsider & Apple's
`Top Authorized Resellers
`
`SAVE $100.00 - Apple's latest Mac mini
`drops to $699, 6-core model $999
`
`SAVE $400.00 - $50-$400 off Apple's
`latest iPad Pros
`
`SAVE $700.00 - Best deals on iMacs: save
`up to $700 on 2017 models
`
`
`
`
`
`
`
`SAVE $400.00 - $150-$400 off Apple's
`new 2019 15" MacBook Pro
`
`SAVE $300.00 - $100-$300 off all 2019
`13" MacBook Pro CTO models
`
`
`
`
`
`SAVE $15.00 - Apple AirPods (2019) on
`sale for $145
`
`Apple Deal Tracker
`
`
`
`Mac Price Guide
`
`
`
`iPad Price Guide
`
`
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`7/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 9 of 14 PageID #: 3470
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`
`
`Today's Headlines
`
`States and 12 phone carriers agree to implement anti-robocall technology
`Law firm already jumping on reports of high RF emissions in iPhone 7
`Review: The DJI Osmo Mobile 3 gimbal is more compact & powerful than ever
`Satechi launches pair of 4K60 compatible USB-C Multimedia Adapters
`Remix Taylor Swift's 'You Need to Calm Down' in new Today at Apple Music Lab sessions
`Google's final release of Android 10 is coming soon, with new branding
`
`Latest Apple Headlines
`
`States and 12 phone carriers agree to implement anti-robocall technology ~4 hours ago
`
`Law firm already jumping on reports of high RF emissions in iPhone 7 ~7 hours ago
`
`Review: The DJI Osmo Mobile 3 gimbal is more compact & powerful than ever ~8 hours ago
`
`Satechi launches pair of 4K60 compatible USB-C Multimedia Adapters ~9 hours ago
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`8/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 10 of 14 PageID #: 3471
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`
`Remix Taylor Swift's 'You Need to Calm Down' in new Today at Apple Music Lab sessions ~9 hours ago
`
`more...
`
`Get a $20 bonus on trades $200+ at Gazelle
`iPhone X
`Average
`Excellent
`256GB iPhone X $395.00*
`$515.00*
`64GB iPhone X $360.00*
`$495.00*
`iPhone 8
`iPhone 8
`iPhone 8 Plus
`256GB iPhone 8 $305.00*
`$385.00*
`$260.00*
`$320.00*
`64GB iPhone 8
`iPhone 7
`iPhone 7
`iPhone 7 Plus
`256GB iPhone 7 $140.00
`$240.00*
`128GB iPhone 7 $140.00
`$230.00*
`$120.00
`$195.00
`32GB iPhone 7
`iPhone 6s
`iPhone 6s
`iPhone 6s Plus
`128GB iPhone 6s $120.00
`$150.00
`$110.00
`$140.00
`64GB iPhone 6s
`$80.00
`$120.00
`16GB iPhone 6s
`*$20 bonus on $200+ trades w/ above links
`Click to see payouts on other iPhone models
`
`Latest Features
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`9/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 11 of 14 PageID #: 3472
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`
`FCC re-examining iPhone RF levels after controversial report ~1 day ago
`
`Here are all of the Apple retail store openings, moves, and remodels in 2018 & 2019 ~1 year ago
`
`Editorial: Here's why the 'iPhone 11' will do fine, despite no 5G ~1 day ago
`
`Hands on: Microsoft Edge browser beta for Mac gains Collections research tool ~2 days ago
`
`Here are all the Apple Pay banks added during 2018 and 2019 ~1 year ago
`
`Save
`Price
`2019 13" MacBook Pros
`$1,599.00+ $200
`2.4GHz/8GB/256GB (Silver)
`$1,799.99+ $200
`2.4GHz/8GB/512GB (Silver)
`Price
`Save
`2019 15" MacBook Pros
`$2,099.00+ $300
`2.6GHz/16/256GB/555X (Gray)
`$2,499.99+ $300
`2.3GHz/16/512GB/560X (Gray)
`2.4GHz/16/512GB/Vega 20 (Gray) $3,099.00+ $250
`$3,999.00+ $350
`2.4GHz/32/2TB/Vega 20 (Gray)
`Click here for dozens more configurations
`+ Free shipping within the contiguous U.S.
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`10/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 12 of 14 PageID #: 3473
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`
`Active Forum Topics
`
`133
`
`All the TV shows Apple has in the works for Apple TV+
`
`123
`
`Apple's management doesn't want Nvidia support in macOS, and that's a bad sign for the Mac...
`
`97
`
`Goldman Sachs spends $350 for every Apple Card signup
`
`90
`
`Apple Card is here, find out all you need to know
`
`72
`
`Apple says clean Apple Card with a microfiber cloth, avoid contact with leather and denim
`more...
`
`Hot Topics
`
`iPhone
`General
`iOS
`iPad
`Apple
`Apple Music
`Apple Card
`Apple Watch
`Apple TV
`macOS
`Apple TV+
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`11/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 13 of 14 PageID #: 3474
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`Videos
`deals
`Video
`iPadOS
`Apple Arcade
`Tim Cook
`Facebook
`Amazon
`Mac OS X
`
`$10/MO
`
`Lowest Prices Anywhere!
`
`Save
`Price
`2019 21.5" iMac 4K
`$1,349.00* $50
`3.6GHz/8GB/1TB/555X
`3.6GHz/8GB/512GB/555X $1,649.00* $50
`3.2GHz/8GB/512GB/560X $1,899.00* $100
`3.2GHz/16GB/1TB/Vega 20 $2,799.00* $150
`2019 27" iMac 5K
`Price
`Save
`$1,949.00* $50
`3.0GHz/8GB/2TB/570X
`$1,899.00* $100
`3.0GHz/16GB/1TB/570X
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`12/13
`
`PUBLIC VERSION
`
`

`

`Case 5:19-cv-00036-RWS Document 66-37 Filed 08/27/19 Page 14 of 14 PageID #: 3475
`8/22/2019
`Samsung is sole supplier of costly 'iPhone 8' OLED, putting Apple in 'urgent need' of alternatives
`$3,149.00* $150
`3.1GHz/32GB/1TB/575X
`$2,399.00* $100
`3.6GHz/8GB/1TB/575X
`$2,999.00* $150
`3.6GHz/8GB/2TB/Vega 48
`*Price with Promo Code:
`APINSIDER
`prices.appleinsider.com for more configurations
`
`Latest Exclusives
`
`Apple business solutions: Luxer One parcel lockers ~17 days ago
`
`High-end users on 'Why I'm buying the new Mac Pro' ~2 months ago
`
`Developers talk about being 'Sherlocked' as Apple uses them 'for market research' ~3 months ago
`
`First look: Mac Pro and Apple Pro Display XDR [u] ~3 months ago
`
`Apple's first Latin American flagship store to open in September, construction well underway ~3 months
`ago
`
`Top of page
`Copyright © 2019, Quiller Media, Inc., Contact Us
`Privacy Policy
`Advertise on AppleInsider
`Design: gesamtbild
`
`https://appleinsider.com/articles/17/09/06/samsung-is-sole-supplier-of-costly-iphone-8-oled-putting-apple-in-urgent-need-of-alternatives
`
`13/13
`
`PUBLIC VERSION
`
`