New iPhone 7S Leaks, Disappointing iPhone 8 Delay

Taking a look back at another week of news from Cupertino, this week’s Apple Loop includes which new iPhone will get an OLED screen, production issues with the iPhone 8, more details on the iPhone 7S, discounts on the MacBook Pro, Apple’s role as Silicon Vally’s kingmaker, changes to App Store affiliate income, and thoughts on Surface vs Mac

Apple Loop is here to remind you of a few of the very many discussions that have happened around Apple over the last seven days (and you can read my weekly digest of Android news here on Forbes).

How Many iPhones Will Sport OLED?

The iPhone 8 is expected to make the jump to OLED and finally achieve screen parity with Android’s flagship handsets. The recent numbers coming out of the supply chain point to Apple’s expected success with the vivid screen technology, but is there a twist hidden in the figures? Forbes’ Brooke Crothers reports:

Often referred to generically as the "iPhone 8" or "10th Anniversary iPhone," optimism about the supply of OLED displays prompted Morgan Stanley to revise its forecast because of a "higher than expected iPhone 7 Plus mix" and better "supply chain clarity" on OLED display supply to Apple, the investment bank said in a research note to investors this past week.
…basically half of the upcoming iPhone model mix could be OLED. "With an expected (second half 2017) total iPhone production plan of 100-110M, this suggests OLED could be closer to 50% mix, versus our prior conservative assumption of 33%," Morgan Stanley said.

The question now is what changed in the mix. Will the iPhone 8 sell even more handsets than expected, or are the iPhone 7S and 7S plus handsets picking up OLED? More here on Forbes, but it looks like the latter may have more potential.