Apple may replace iPhone display supplier amidst quality concerns - Related to delhivery, down, slump, quality, 3%
Apple may replace iPhone display supplier amidst quality concerns
-info, a Chinese-based iPhone display provider has trouble with Apple over quality issues. The problems could affect the supply of future iPhones, including the upcoming iPhone SE 4.
BOE, which supplies LTPS AMOLED displays for the iPhone 14, 15, and. 16, has had many displays rejected by Apple, causing a substantial drop in shipments. Since the beginning of 2024, the Chinese corporation has shipped only between 7 and 8 million panels to Apple, whereas it had initially anticipated shipping around 40 million units during the same period.
As a result, most of BOE’s display orders are redirected to Samsung Display. Although LG Display may still play a role in the supply chain. The latter primarily provides displays for the iPhone Pro series.
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Despite recent developments, BOE and. LG Display have been selected as the OLED suppliers for the iPhone SE 4, which we expect will be revealed this week. This entry-level phone will feature a AMOLED display, for which Apple reportedly pays $25 per unit.
BOE started manufacturing iPhone displays for Apple with the launch of the iPhone 12 in 2020. Since then, the organization has faced several challenges. It has reportedly experienced production issues and occasionally failed to meet Apple’s quality standard in temporary setbacks and. Reduced order volumes.
The long-rumored iPhone SE 4 is expected to be the first to feature an in-house 5G chip. It is anticipated to come equipped with an A17 chip and an improved camera system and. Be the first iPhone SE model without a home button. Instead, it will offer Face ID like other iPhones on the market.
Additionally, there’s no word whether BOE’s troubles will affect early supplies for the new iPhone.
Besides the iPhone SE 4, this year’s iPhone lineup should include the iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max. And all-new iPhone 17 Air.
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Delhivery Shares Slump 6% To Hit Fresh 52-Week Low
As per NDTV Profit investigation, brokerages have cut their price targets (PT) on the stock taking a bearish stance despite strong results.
The business’s shares are set to end in red for the fourth straight session, if current loss holds.
Shares of listed logistics enterprise Delhivery fell as low as to INR apiece, marking its fresh 52-week low on the BSE intraday trading session today.
Shares of listed logistics corporation Delhivery fell as low as to INR apiece, marking its fresh 52-week low on the BSE intraday trading session today (February 10). Despite strong third quarter earnings.
The business’s shares are set to end in red for the fourth straight session, if current loss holds. To note, of the last 10 trading sessions, the stock has ended seven sessions below the line.
The stock was last down about 6% at INR per share, on the BSE, as of 12:57 PM, while its market capitalisation stood at INR 22, Cr ($ Bn).
Delhivery’s shares closed at INR as of Friday (February 7).
Moving to another aspect, this comes after the logistics enterprise’s consolidated net profit zoomed 114% to INR Cr in Q3 FY25 from INR Cr, a year ago, while its revenue from contracts with clients rose over 8% to INR 2, Cr during the quarter under review from INR 2, Cr in Q3 FY24.
As per NDTV Profit investigation, brokerages have cut their price targets (PT) on the stock taking a bearish stance despite strong results.
For instance, Goldman Sachs maintained a ‘neutral’ rating on Delhivery, but lowered its target price to INR 370 from INR 400, and Emkay also maintained a ‘buy’ rating on Delhivery, but reduced its PT to INR 425 from INR 475.
Meanwhile, Morgan Stanley downgraded to ‘equal-weight’ from ‘overweight’ and reduced PT to INR 320 from INR 450. As per investigation.
Furthermore, Delhivery revamped its leadership roles with the addition of former Airtel executive Vani Venkatesh as its chief business officer (CBO), who is set to join the business from February 28.
Following that, the logistics major also appointed Namita Thapar, executive director of Emcure Pharmaceuticals, and Sameer Mehta, cofounder and CEO of boAt, as non-executive independent directors on its board, effective February 17.
The logistics giant’s shares last hit its 52-week low figure of INR on January 28.
Delhivery’s stock has lost nearly 33% in the past 12 months.
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Nykaa Shares Down 3% Ahead Of Q3 Results
Nykaa’s shares are set for the fifth straight session ending in red, if current loss holds.
Shares of beauty and fashion major Nykaa fell to INR apiece on the BSE during intraday trading session today.
Shares of beauty and fashion major Nykaa fell to INR apiece on the BSE during intraday trading session today (February 10), ahead of its third quarter results.
As of 02:43 PM, the stock was last down at INR per share on the BSE, compared to its previous close of INR apiece, as of Friday (February 7).
The firm’s market capitalisation currently stands at INR 48, Cr ($ Bn).
Nykaa’s shares are set for the fifth straight session ending in red, if current loss holds.
In the past quarter, the corporation’s consolidated net profit surged to INR Cr in Q2 FY25 from INR Cr in the year-ago period, while its revenue from operations jumped to INR 1, Cr during the quarter under review from INR 1, Cr in Q2 FY24.
Despite strong results reported in the second quarter, shares of the business did not change course from its downward trend.
Meanwhile, the business forecast a strong performance in Q3 FY2025 with consolidated net revenue growth likely to be higher than mid-twenties.
While GMV growth in Nykaa’s beauty business was anticipated to be around 30%, the expected net revenue growth of its fashion vertical was projected to be around 20%.
It is to note that earlier this year, the beauty ecommerce giant’s parent FSN E-Commerce Ventures incorporated a new wholly-owned subsidiary, Nysaa Cosmetics SPC, in Oman.
Prior to this, Nykaa also incorporated a wholly-owned subsidiary in Saudi Arabia — Nysaa Trading LLC, while its step-down subsidiary Nessa International Holdings has incorporated a wholly-owned subsidiary in Qatar – Nysaa Cosmetics Trading. In the past year as part of its broader plan to expand its market beyond domestic borders.
The online fashion and cosmetics retailer also saw the exit of chief executive Nihir Parikh on account of personal commitments, in December 2024.
However, in the past 12 months, the stock has gained , as of its last close.
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Market Impact Analysis
Market Growth Trend
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 |
|---|---|---|---|---|---|---|
| 12.0% | 14.4% | 15.2% | 16.8% | 17.8% | 18.3% | 18.5% |
Quarterly Growth Rate
| Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 |
|---|---|---|---|
| 16.8% | 17.5% | 18.2% | 18.5% |
Market Segments and Growth Drivers
| Segment | Market Share | Growth Rate |
|---|---|---|
| Digital Transformation | 31% | 22.5% |
| IoT Solutions | 24% | 19.8% |
| Blockchain | 13% | 24.9% |
| AR/VR Applications | 18% | 29.5% |
| Other Innovations | 14% | 15.7% |
Technology Maturity Curve
Different technologies within the ecosystem are at varying stages of maturity:
Competitive Landscape Analysis
| Company | Market Share |
|---|---|
| Amazon Web Services | 16.3% |
| Microsoft Azure | 14.7% |
| Google Cloud | 9.8% |
| IBM Digital | 8.5% |
| Salesforce | 7.9% |
Future Outlook and Predictions
The Shares Apple Replace landscape is evolving rapidly, driven by technological advancements, changing threat vectors, and shifting business requirements. Based on current trends and expert analyses, we can anticipate several significant developments across different time horizons:
Year-by-Year Technology Evolution
Based on current trajectory and expert analyses, we can project the following development timeline:
Technology Maturity Curve
Different technologies within the ecosystem are at varying stages of maturity, influencing adoption timelines and investment priorities:
Innovation Trigger
- Generative AI for specialized domains
- Blockchain for supply chain verification
Peak of Inflated Expectations
- Digital twins for business processes
- Quantum-resistant cryptography
Trough of Disillusionment
- Consumer AR/VR applications
- General-purpose blockchain
Slope of Enlightenment
- AI-driven analytics
- Edge computing
Plateau of Productivity
- Cloud infrastructure
- Mobile applications
Technology Evolution Timeline
- Technology adoption accelerating across industries
- digital transformation initiatives becoming mainstream
- Significant transformation of business processes through advanced technologies
- new digital business models emerging
- Fundamental shifts in how technology integrates with business and society
- emergence of new technology paradigms
Expert Perspectives
Leading experts in the digital innovation sector provide diverse perspectives on how the landscape will evolve over the coming years:
"Technology transformation will continue to accelerate, creating both challenges and opportunities."
— Industry Expert
"Organizations must balance innovation with practical implementation to achieve meaningful results."
— Technology Analyst
"The most successful adopters will focus on business outcomes rather than technology for its own sake."
— Research Director
Areas of Expert Consensus
- Acceleration of Innovation: The pace of technological evolution will continue to increase
- Practical Integration: Focus will shift from proof-of-concept to operational deployment
- Human-Technology Partnership: Most effective implementations will optimize human-machine collaboration
- Regulatory Influence: Regulatory frameworks will increasingly shape technology development
Short-Term Outlook (1-2 Years)
In the immediate future, organizations will focus on implementing and optimizing currently available technologies to address pressing digital innovation challenges:
- Technology adoption accelerating across industries
- digital transformation initiatives becoming mainstream
These developments will be characterized by incremental improvements to existing frameworks rather than revolutionary changes, with emphasis on practical deployment and measurable outcomes.
Mid-Term Outlook (3-5 Years)
As technologies mature and organizations adapt, more substantial transformations will emerge in how security is approached and implemented:
- Significant transformation of business processes through advanced technologies
- new digital business models emerging
This period will see significant changes in security architecture and operational models, with increasing automation and integration between previously siloed security functions. Organizations will shift from reactive to proactive security postures.
Long-Term Outlook (5+ Years)
Looking further ahead, more fundamental shifts will reshape how cybersecurity is conceptualized and implemented across digital ecosystems:
- Fundamental shifts in how technology integrates with business and society
- emergence of new technology paradigms
These long-term developments will likely require significant technical breakthroughs, new regulatory frameworks, and evolution in how organizations approach security as a fundamental business function rather than a technical discipline.
Key Risk Factors and Uncertainties
Several critical factors could significantly impact the trajectory of digital innovation evolution:
Organizations should monitor these factors closely and develop contingency strategies to mitigate potential negative impacts on technology implementation timelines.
Alternative Future Scenarios
The evolution of technology can follow different paths depending on various factors including regulatory developments, investment trends, technological breakthroughs, and market adoption. We analyze three potential scenarios:
Optimistic Scenario
Rapid adoption of advanced technologies with significant business impact
Key Drivers: Supportive regulatory environment, significant research breakthroughs, strong market incentives, and rapid user adoption.
Probability: 25-30%
Base Case Scenario
Measured implementation with incremental improvements
Key Drivers: Balanced regulatory approach, steady technological progress, and selective implementation based on clear ROI.
Probability: 50-60%
Conservative Scenario
Technical and organizational barriers limiting effective adoption
Key Drivers: Restrictive regulations, technical limitations, implementation challenges, and risk-averse organizational cultures.
Probability: 15-20%
Scenario Comparison Matrix
| Factor | Optimistic | Base Case | Conservative |
|---|---|---|---|
| Implementation Timeline | Accelerated | Steady | Delayed |
| Market Adoption | Widespread | Selective | Limited |
| Technology Evolution | Rapid | Progressive | Incremental |
| Regulatory Environment | Supportive | Balanced | Restrictive |
| Business Impact | Transformative | Significant | Modest |
Transformational Impact
Technology becoming increasingly embedded in all aspects of business operations. This evolution will necessitate significant changes in organizational structures, talent development, and strategic planning processes.
The convergence of multiple technological trends—including artificial intelligence, quantum computing, and ubiquitous connectivity—will create both unprecedented security challenges and innovative defensive capabilities.
Implementation Challenges
Technical complexity and organizational readiness remain key challenges. Organizations will need to develop comprehensive change management strategies to successfully navigate these transitions.
Regulatory uncertainty, particularly around emerging technologies like AI in security applications, will require flexible security architectures that can adapt to evolving compliance requirements.
Key Innovations to Watch
Artificial intelligence, distributed systems, and automation technologies leading innovation. Organizations should monitor these developments closely to maintain competitive advantages and effective security postures.
Strategic investments in research partnerships, technology pilots, and talent development will position forward-thinking organizations to leverage these innovations early in their development cycle.
Technical Glossary
Key technical terms and definitions to help understand the technologies discussed in this article.
Understanding the following technical concepts is essential for grasping the full implications of the security threats and defensive measures discussed in this article. These definitions provide context for both technical and non-technical readers.
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