It is revealed that Apple iPhone 16/Pro series OLED screens are once again dominated by Samsung and LG Display, with order volume reaching 130 million units this year

IT House News on June 6, Naver quoted industry insiders as saying that Samsung Display and LG Display have been approved to mass-produce OLED panels for Apple’s iPhone 16 series models, which can be said to be unexpected. Inside. According to reports, Samsung Display will supply OLED panels for all four models of the iPhone 16 series, while LG Display will supply OLED panels for two models of the Pro series. According to industry sources, Samsung Display has ordered approximately 90 million units this year, and LG Display has nearly 43 million units. Samsung Display is expected to start mass production in June, with the first batch of OLED panels for the regular and Pro Max versions of iPhone 16 being produced. , and LG Display will be the first to produce OLED panels for iPhone 16 Pro. Industry insiders pointed out that as Samsung Display and LG Display once again successfully won iPhone orders, the two companies are expected to continue to maintain their leading positions in the iPhone market and the small and medium-sized OLED market. In addition, since the two models of the Pro series are equipped with high value-added LTPO low-temperature polycrystalline oxide material, it is expected to benefit in terms of performance and profit margins.

Naver said:

1. For the first time since becoming an iPhone OLED panel supplier, LG Display was able to complete the normal production schedule without any delays (delays occurred in the production of both iPhone 14 series and 15 series, causing Samsung to bear the additional part ).

BOE:

2. An industry insider said that BOE provides OLED panels for the iPhone 15 series, but only for refurbishment and not mass production.
3. Apple has chosen BOE as the OLED supplier for iPhone SE4 and may consider not including it in the iPhone 16 supply chain.

Analyst View:

4. Samsung Display’s patent infringement lawsuit against BOE has had an impact.
5. Apple is worried that BOE’s failure in the lawsuit may affect the supply chain, so it has not approved its supply of OLED panels for the iPhone 16 series.
6. BOE has difficulties with thin film transistor (TFT) technology, which is one of the reasons why Apple has concerns about it.

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