There could be another OLED supplier for the iPhone this year
Samsung is expected to lose its iPhone-exclusive OLED business to its arch rival, LG later this year.
Industry sources told The Investor that LG Display will be starting its first OLED shipments for the iPhone from the second half of this year. However, the shipment from LG Display is likely to be small with an expected 15 to 16 million panels for 2018. In comparison, Samsung Display supplies more than 10 million panels per month. Aside from LG Display, Chinese's largest display maker BOE is also rumored to be vying for OLED orders from Apple.
LG Display is reportedly producing larger panels at 6.5-inches, which adds to the speculation that there would be a larger sized OLED iPhone model for this year. KGI Securities analyst Ming-Chi Kuo wrote in November 2017 that he expects to see three new iPhone models this year which will include a 5.8-inch and 6.5-inch model with OLED display, and a 6.1-inch LCD model. Nikkei Asian Review corroborated the report by claiming that the 6.1-inch iPhone model will be made differently from the OLED models.
Source: The Investor