Samsung Display is the dominant player in the OLED market, and one of the main reasons is Apple’s decision to use panels from the Korean manufacturer for its iPhones.
According to a new report, Samsung will supply over 70% of OLEDs for iPhone 14 devices – this includes both the iPhone 14 and iPhone 14 Plus with their regular panels and the iPhone 14 Pro and iPhone 14 Pro Max with their LTPO displays.
iPhone 14 Pro Max (left) and iPhone 14 Pro
The Korean media The Electric revealed that Apple plans to manufacture 120 million units of its latest mainline series. Among them, at least 80 million will have a Samsung panel, more than 20 million will use a screen from LG Display, and about 6 million, for BOE – the largest Chinese manufacturer of such panels. The supplier of the remaining units has not yet been determined.
The report also revealed that Samsung and LG Display provide panels for all four iPhone 14 versions, while BOE only makes 6.1-inch LTPS OLEDs for the vanilla iPhone 14.
Of the 80 million units, Samsung Display expects more than 60 million of them to be for the Pro models, as these are the versions that perform better than expected. LG Display is said to be facing problems in the production chain, allowing its fellow Korean manufacturer to obtain an even larger share.
As for BOE, the unimpressive sales of the iPhone 14 could be a headache, but the bigger problem is that Apple is reconsidering its contract after the Chinese manufacturer changed the circuit design without speaking with Cupertino.
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