Apple is widely expected to mark the 20th anniversary of the iPhone in 2027 with a redesigned model, and South Korea's two dominant display makers—LG Display (LGD) and Samsung Display (SDC)—are already positioning themselves for the project. But industry watchers in South Korea say the two companies are doing so with noticeably different levels of commitment.

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather than the familiar boom-and-bust cycles of the past. Industry executives across the supply chain say the disruption could persist until 2027.