Recently it became known that on July 4, Japan will tighten restrictions on the export of products to South Korea. The number of goods subject to limited exports includes high-tech materials used in the production of components for smartphones.
In this regard, South Korean companies may be short of materials for the production of its own high-tech products. Among these Korean companies was Samsung, which may experience a shortage of raw materials for the production of branded AMOLED displays. Analysts have already predicted that this restriction may cause a delay in the production of new iPhones due to the lack of a sufficient number of screens. Obviously, Samsung Display, faced with a shortage of materials, will first try to provide screens for the parent company, and then fulfill the terms of contracts with partners. Based on this, we can assume that this fall Apple will face the inability to meet the demand for new iPhones.