Apple deciding whether to invest in LG's OLED production?

Apple deciding whether to invest in LG's OLED production?
Just the other day, we told you that Samsung was committing billions of dollars to build factories that would churn out OLED displays for future iPhone models. But Apple being Apple, the tech titan wants to find another source of OLED panels just in case Samsung's production gets cut off for one reason or another. Having a second source also means that Apple can play each company against each other to obtain better pricing. And let's face it, Apple likes to buy up as much as it can of certain components, possibly to make it harder for rivals to find a source. Consider how Apple tied up the sapphire market for the Apple iPhone 6 and Apple iPhone 6 Plus before dropping the idea of using the material.

You know the game plan by now. Apple will release one phone with an AMOLED screen this year, the 10th anniversary model dubbed the Apple iPhone 8. Starting next year, all iPhone models will ship wearing an AMOLED panel. And with its 95% share in OLED, Samsung would naturally be the first place Apple would turn to for the displays. But a report out of Korea suggests that Apple might make an investment in the range of $1.75 billion to as much as $2.62 billion to help LG build OLED production lines. LG will reportedly guarantee that all of the panels that roll off those specific lines will be sent to Apple.

One industry source says that Samsung is the only company turning out OLED panels that meet Apple's strict standards. LG is 70% of the way there, and Chinese manufacturers are not even up to LG's level yet. Apple is expected to make its investment in LG's new factory, which will be called E6. It will cost $3 billion to build, and with LG recently purchasing two units of a much needed piece of equipment, we could see LG start churning out OLED panels for the iPhone in 2019.

source: KoreaHerald via 9to5Mac

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29 Comments

1. trojan_horse

Posts: 5868; Member since: May 06, 2016

South Korea taking the OLED industry by storm!

7. domfonusr

Posts: 1083; Member since: Jan 17, 2014

More like Apple taking the OLED industry by storm... Apple's strategy: if you can't beat your opponent, start buying their stuff, until eventually you buy all of their stuff and nobody else can get it, not even the opponent themselves. Apple likes having more than one source at a time, and also uses that to play suppliers off of each other, to make the resource scarce to everybody else, and to increase their ownership in the means of production of a resource. I believe that high-quality OLED panels are about to get more expensive, and junk panels will be plentiful. Apple and Chinese OEM’s win!

13. sgodsell

Posts: 7195; Member since: Mar 16, 2013

Yet Apple continues to put crappy low resolution LCD displays in the iPhone 7 and now the up coming iPhone 7s. Btw as if all the display panels will go to Apple. Also LG already makes POLED panels. Just look at a number of smart watches including Apple's own Apple watch. It's not like LG is new in OLED.

2. Lumberjack

Posts: 306; Member since: May 04, 2017

Google wants from LG, now Apple... Sony will have own oled for XZ1 Premium. High end phones running away from amoled..

3. Babadook

Posts: 230; Member since: May 24, 2016

What is the differences/advantages between OLED vs AMOLED (Besides the name)?

6. trojan_horse

Posts: 5868; Member since: May 06, 2016

There is definitely a difference between OLED and AMOLED besides the name. You can do a research on that.

9. domfonusr

Posts: 1083; Member since: Jan 17, 2014

OLED is organic light emitting diode. AMOLED is active matrix organic light emitting diode. OLED describes the type of thin-film display tech, and active matrix has to do with the addressing of pixels. I'm basically looking at Wikipedia under AMOLED... go look it up for yourself, and read the rest of what I did not share with you here...

4. Bankz

Posts: 2531; Member since: Apr 08, 2016

I thought they were both thesame thing?

17. Macready

Posts: 1817; Member since: Dec 08, 2014

That's one way to twist a huge surge in demand for AMOLED panels.....

5. Lumberjack

Posts: 306; Member since: May 04, 2017

Amoled is active matrix oled. It is thinner than regular oled. There is one layer (I do not remember the name) that is removed. V30, Pixel 2 and XZ1 Premium will have oled, just like TVs. Samsung uses pentile matrix. While Sony and LG have rgb matrix (since lcd). I do not know about LG, but Sony's been working on a way to make their oled burn-in free.

8. Babadook

Posts: 230; Member since: May 24, 2016

So is AMOLED better than regular OLED? Or?

11. trojan_horse

Posts: 5868; Member since: May 06, 2016

It depends on what the OEM wants to achieve in a display, and the use of display in question. OLED is better for TVs than AMOLED, in my opinion. But I prefer AMOLED in smartphones. I'm just lazy to write an essay to explain. You can do a research yourself to see the what differences AMOLED and OLED have over each other.

23. Leo_MC

Posts: 7203; Member since: Dec 02, 2011

Let's put it this way: Samsung 5.5" amoled display has about the same quality as Apple 5.5" 1080p LCD display (one being penile, other having full rgb matrix); but for the naked eye, from normal distance, there's no difference between 720p and 4-5-20k.

27. Macready

Posts: 1817; Member since: Dec 08, 2014

Nonsense. The eye is most sensitive to green and that's why there is little perceived detail difference between a Pentile 1440P and regular RGB 1440P screen in terms of sharpness. Both clearly being more detailed than 1080P screens. Hold them next to one another or even enlarge the same text on both screens with a camera or magnifying glass and you will see.

30. Leo_MC

Posts: 7203; Member since: Dec 02, 2011

Get the f out of here, dude, there's absolutely no difference to the naked eye between iP 7+ and S7e, except the fact that Apple's product is having closer to real life colors.

10. abdoualgeria

Posts: 928; Member since: Jul 27, 2015

Lg oled is trash ..... Just look at lg g flex lol Samsung make the best oled display in the market .. And its improving every 6 month

12. trojan_horse

Posts: 5868; Member since: May 06, 2016

"Lg oled is trash ..... Just look at lg g flex lol" That is nitpicking, considering that LG's OLED displays in their TVs is one of the best in the market.

21. abdoualgeria

Posts: 928; Member since: Jul 27, 2015

Its trash on smartphones

14. Lumberjack

Posts: 306; Member since: May 04, 2017

Why Google wants from LG and no longer from Sammy?

15. abdoualgeria

Posts: 928; Member since: Jul 27, 2015

Bcuz sammy wont bother build 500000 panel for google lol .... They are busy building 100 million panel for apple :p

18. VZWuser76

Posts: 4974; Member since: Mar 04, 2010

The G Flex came out in 2013 with a follow-up in 2014. So the last model that carried the panel you're referring to was put out 3 years ago. What was the quality of most panels 3 or 4 years ago? Answer, not as good as they are today. There's a big difference.

19. abdoualgeria

Posts: 928; Member since: Jul 27, 2015

In 2013 the galaxy s4 display was the best in the market ;)

22. VZWuser76

Posts: 4974; Member since: Mar 04, 2010

Yeah, compared to anything else out at that time. Compare the S4 to the displays out right now and it won't be. LG has had 4 years to work on it, I'm guessing they've improved on them since then just like Samsung has. Finally, would Apple be looking at them if their displays were trash?

24. Leo_MC

Posts: 7203; Member since: Dec 02, 2011

That was a bad - bad display. I'm not talking about resolution - which was on par with the retina - I'm talking about horrible color reproduction.

28. Macready

Posts: 1817; Member since: Dec 08, 2014

The display itself was perfectly fine and capable. All you needed was root access and a 3rd party app to recalibrate and bypass the chosen profiles/presets for gamma and colors.

31. Leo_MC

Posts: 7203; Member since: Dec 02, 2011

Oh, I see: "the display was perfect but it needed to be replaced". I don't get why on earth would you defend such a miserable display... almost nobody is using that phone, it's ancient, so give it a rest; it was bad but Samsung learned its lesson and made great S7 and S8 displays.

25. Canaan

Posts: 351; Member since: May 25, 2014

To be fair the G flex was 720p on a 6 inch screen.

16. seedorf

Posts: 44; Member since: Feb 16, 2015

becos sammy can make investment of thier own they dont need others investment,more ova sammy is a game changer dont forget....they know sammy is the best but out of ignorance

20. andrewc31394

Posts: 290; Member since: Jun 23, 2012

I wish Sony would get into the business of making their own OLED panels. They already mastered image processing in their TV's now making the hardware themselves like their camera sensors would be phenomenal

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