Samsung supplies OLED for four iPhone 16 models, LGD supplies two Pro models exclusively

[CNMO Technology News] According to Korean media reports, Samsung Display’s new products for major customers supplying smartphone OLED in the second half of the year include Samsung’s foldable mobile phone Z6 series and Apple’s iPhone 16 series. Among them, the OLEDs of the Samsung Z6 series are exclusively supplied by Samsung Display. Among the four models of Apple’s iPhone 16 series, the OLEDs of the two Pro models (Pro and Pro Max) are provided by Samsung Display and LG Display. Samsung Display supplies OLED for all four models of the iPhone 16 series.

According to CNMO, LG Display stated in a conference call after the second quarter financial report:

1. In the smartphone business, due to the limited number of customers, it is difficult to provide mass production and shipment information.
2. Based on the company’s enhanced production capabilities and expanded production infrastructure, it is planned to increase panel shipments compared to last year.
3. In the field of smartphone OLED, mass production quality verification for North American customers (referring to Apple) has been carried out very early, which is slightly different from the past 1-2 years.

   

   1. Korean media reports
4. Last year, Samsung Display expected iPhone OLED shipments to be 150 million to 160 million units. This number is the sum of all OLEDs in the iPhone 15 series and older iPhone models released last year.
5. LG Display shipped 52 million units last year. Since LG Display received production approval for the iPhone 16 series OLED on time this year, it is expected that LG Display’s iPhone OLED shipments may increase by approximately 10 million units this year.

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