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Apple rumoured to be moving some of its OLED supply away from Samsung

By Cookie Monster - on 22 Apr 2021, 12:00am

Apple rumoured to be moving some of its OLED supply away from Samsung

The Apple iPhone 12 Pro Max and iPhone 12.

Samsung may be losing its position as the leading supplier of OLED panels for the Apple iPhone.

According to TheElec, Samsung is reportedly only supplying 65% of all OLED panels ordered by Apple this year. This is a significant drop from last year when Samsung supplied 78% of all OLED panels for the iPhone. LG Display and BOE will be supplying the remaining 35%; LG Display is expected to see its share increase to 29% this year from 21% in 2020. 

Apple's decision to move some of its OLED supply away from Samsung has been reportedly extensively over the past few years. In 2017, Bloomberg claimed that Apple was searching for additional suppliers which included BOE.

ETNews reported in the same year that Apple wanted to develop its own OLED technology to cut its reliance on Samsung. The publication also believed BOE would potentially win OLED orders at the expense of Samsung. In 2019, Nikkei Asian Review reported that BOE was close to securing OLED deal with Apple. It was said that BOE managed to secure the deal to supply OLED panels for future iPhones.

LG Display announced its plans to invest $13.5 billion from 2017 to 2020 to build manfacturing lines for OLED. This investment probably paid off as it secured more orders from Apple. TheElec claimed in May last year that LG supplied up to 20 million OLED panels for the iPhone 12 lineup. Nonetheless, Samsung remains the leading supplier of LTPO TFT OLED displays for the iPhone 13 this year.

Source: TheElec via SamMobile

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