0802 GMT - South Korea-based Apple supplier BH is likely to benefit from a wider adoption of organic light-emitting diode panels by its U.S. client from 2026, Nomura analysts Eon Hwang and Heesoo Min write in a note. The manufacturer of flexible printed circuit boards as well as OLED panels, is also expected to gain from a likely adoption of foldable panels by Apple, they add. The analysts expect Apple to use OLED panels, currently used in iPad Pro models, also for MacBook Pro models from next year. Nomura expects BH's revenue to jump 31% next year and raises its 2026 operating-profit forecast for the company by 11%. (kwanwoo.jun@wsj.com)
(END) Dow Jones Newswires
August 05, 2025 04:02 ET (08:02 GMT)
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