Expected that an Apple will launch a series iPhone is fully OLED This year, and while Samsung will be able to ship most of the OLED panels, LG Display will reportedly benefit more from the additional demand, with Samsung’s order volume increasing slightly in previous years.
Of the four new models arriving this year, Samsung is rumored to introduce displays for three models: 5.4-inch “iPhone 12” entry-level model and the 6.1 “and 6.7” PiPhone 12 Pro models. Samsung reportedly plans to ship 30-35 million displays for the 5.4-inch model and 15-20 million displays for each of the 6.1-inch and 6.7-inch high-end models. Meanwhile, LG Display is expected to provide 20 million displays for the 6.1-inch budget model.
LG Display’s contribution is five times that of the previous year, according to a new Nikkei report. This is good news for the division, which has suffered six consecutive quarterly losses, and LG Display believes that this will significantly improve its finances in the second half of the year when its OLED panel factories start operating at full capacity.
This is also good news for Apple as it seeks to diversify its suppliers after the high cost of Samsung displays. After failing to meet expected iPhone sales in the second quarter of 2020, Apple was forced to pay Samsung about $ 950 million for the purpose of purchasing the missing OLED panels. Apple is reportedly supporting LG’s OLED Display development in part to cut procurement costs and reduce Samsung’s monopoly over the display standard.
How do you observe Nikkeihowever, there is no guarantee that Apple will continue to favor the LG Display, which provided Apple with LCD panels for the iPhone 11 last year but failed to improve the performance of its OLED panels and fully achieve its goals. about a delivery last summer that reportedly pissed Apple off.
competitor of the Chinese manufacturer BOE he also improved his OLED technology by hiring former Samsung engineers, and Apple began evaluating product quality at BOE factories in Chengdu and Mianyang, China. The previous report even suggested that BOE would provide a couple of million OLED displays for the younger 6.1-inch iPhone 12, but Nikkei sources indicate that BOE panels could be adopted next year, which is good news for LG Display this year. but diminishes its role as Samsung’s main alternative in 2021.