Apple in talks with LG Display for iPhone X OLED supply, Samsung-made screens could be swapped out

It appears that Apple might be looking for a new OLED panel supplier for the iPhone X. A South Korean media outlet recently reported that Cupertino signed an OLED supply deal with LG Display. The report stated that LG Display was in the process of setting up production equipment in order to supply Apple with some 60 million OLED panels, with expectations being that production would start around June 2018.

The information appeared to be speculative, but it did prompt the Korea Exchange to seek clarification from the display maker. According to The Investor, LG Display addressed the matter during its regulatory filing on December 6th:

While this statement is rather ambiguous, it does seem to confirm that the two firms are discussing a possible deal. This is hardly surprising, as Apple has been using LG Display-made LCD panels on its iPhones for years. 

However, when it came to OLED screens for the iPhoneX, Apple didn't have much of a choice. Samsung's display division was the only company that could produce the quantity that Apple needed, which is why Tim Cook & Co. initially chose Sammie as their sole supplier. Apple and Samsung Display reportedly inked a deal for 67 million iPhone X panels.

According to analyst firm Counterpoint, Apple is expected to sell 130 million iPhone X units over the next two years, meaning that LG Display still has a chance of getting in on the action. In November, LG Display announced that it will be investing 15 trillion won ($13.7 billion) in OLED panel production for TVs and mobile devices in the next three years, with two-thirds of the money set aside for smartphone OLED displays. It's possible that the increased spending could give the panel maker the ability to match Samsung Display in terms of quality and production output.

source: The Investor



1. JC557

Posts: 1926; Member since: Dec 07, 2011

I got to use the iPhone X for a bit and found that the current panel also exhibits some blue tint and/or noticeable decrease in brightness when tilting the phone so I don't think the LG would be a terrible alternative ( if people are gonna go by the Pixel 2 XL rather than the V30 which is quite good)

9. Phullofphil

Posts: 1846; Member since: Feb 10, 2009

I believe all panels like that tend to have that kind of problem but I’m am not an expert that’s just what I’ve been reading

32. Boast_Rider

Posts: 536; Member since: Sep 14, 2017

At extreme angle, every OLED will have that issue. However, the pIxel 2 XL has it to an extreme degree. Since the whole screen is not at the same angle to you(it's flat to spherical plane of distance to eye), on white backgrounds, you can see the screen itself as dual tinted(the top is redder, bottom is bluer due to tint). PIxel 2(Samsung panel) has no such issue. I went and checked it myself. Anyway, the LG made panels have poorer color reproduction, have some blotches on screen and burn-in quicker too.

45. applesnapple93

Posts: 340; Member since: Jan 06, 2016

I pre-ordered both Pixel 2 and Pixel 2 XL. My experiences is the Pixel 2 XL display shows deeper colors and the standard Pixel 2 looks washed out. Also the shifting of the colors is present on Pixel, Pixel 2 and Pixel 2 XL. And its really not much worse on the Pixel 2 XL, especially not to that "extreme degree." I'm doubting you held both phones in your hand or even side by side. Keep drinking the koolaid

53. Boast_Rider

Posts: 536; Member since: Sep 14, 2017

Well, I did in a Google experience store in a mall near me. I don't need to buy them to look at the issue. Good for you that you don't notice it, but me as well as most reviewers agree that the Pixel 2 XL screen is much, much worse than the regular Pixel 2. I have no reason to spread FUD here. In fact, I don't even own any flagship from this year nor I plan to. But hey, keep being ignorant, I heard it's blissful.

35. sachouba

Posts: 267; Member since: Jun 08, 2014

Indeed, the blue tint when tilting the iPhone X is much more noticeable than on Samsung's latest flagships.

42. nodes

Posts: 1163; Member since: Mar 06, 2014

on Samsung's flagships the default display mode calibration is already blueish, so blue tint won't be as noticeable, try Amoled Cinema or Photo.

52. matistight

Posts: 1054; Member since: May 13, 2009

Because you look at your phone at an angle all the time.

2. cmdacos

Posts: 4383; Member since: Nov 01, 2016

Hahahha that's a great idea. Lower quality equals lower price so the margin goes up. Price stays the same though for the customer of course ;)

12. piyath

Posts: 2445; Member since: Mar 23, 2012

Apple is not Google, Thank

17. cmdacos

Posts: 4383; Member since: Nov 01, 2016

Got that right

21. Nine1Sickness

Posts: 896; Member since: Jan 30, 2011

Thank Jobs.

39. Klinton

Posts: 1409; Member since: Oct 24, 2016

Actually, the LG panels deal is not for the next iPhone X , but for the iPhone 9 and iPhone 9 plus. They will be also OLED Simply Apple need more panels.

3. Jrod99

Posts: 781; Member since: Jan 15, 2016

With the poor quality from LG can’t see this happening. The Pixel 2 xl was terrible. V30 maybe little better but still Apple. Just stay with Samsung. They make the best displays.

19. bjrosen

Posts: 2; Member since: Dec 07, 2017

Nonsense. The display on the Pixel2XL is great. It was a little dull looking with 8.0 but that was all fixed with 8.1 which became available in beta form a couple of weeks after the phone was released and is now the current version of Android. I don't notice a blue shift at all because you have to tilt the phone at an unnatural angle to see it, what I do notice is that this is the first phone that I can read in sunlight.

25. Avieshek unregistered

Just like, how Apple and Intel Modem Chips didn't happened. Welcome to Tim Cook's era.

40. Klinton

Posts: 1409; Member since: Oct 24, 2016

LG panels are meant for the iPhone 9 and iPhone 9 plus. They will be also OLED.

43. worldpeace

Posts: 3135; Member since: Apr 15, 2016

Apple and Google already throwing (invest) billions to LG display

4. hazard1

Posts: 242; Member since: Feb 11, 2017

I do not understand this move. Not that LG's display is awful. In fact, the V30 display was quite good for most users (including me). But why switch suppliers? I understand the display will be tuned to Apple's specifications (this is why the V30 was considerably better than the Pixel 2 XL). However, it is still a risky move.

11. Phullofphil

Posts: 1846; Member since: Feb 10, 2009

Apple is worried about Samsung copying their designs from having early access to information to their new iPhones. But I think the most important thing is because they need two suppliers

26. Avieshek unregistered

They have trillion dollars lying aside, they believe, they can change anything. They are the Supreme Authority. A touch of Apple, shall transform stone into Gold.

5. Hollowmost

Posts: 425; Member since: Oct 10, 2017

Why downgrade ??

14. LanjaKodaka

Posts: 219; Member since: Sep 27, 2016

Because s**tsung is charging exorbitant prices for their displays.

16. Hollowmost

Posts: 425; Member since: Oct 10, 2017

It Worth the money

36. maherk

Posts: 7054; Member since: Feb 10, 2012

You act as if Apple would reduce the price of the iPhone X if they agreed on a better deal with LG. Funny how brainless fanboys seems to care more about their favourite OEM's bank accounts rather than theirs.

54. LanjaKodaka

Posts: 219; Member since: Sep 27, 2016

Dude idk for who you posted your reply. It doesn't show for who the reply is actually intended.

6. jove39

Posts: 2149; Member since: Oct 18, 2011

Apple should learn from Pixel2 XL’s display.

28. Avieshek unregistered

Apple doesn't learn, Apple teach. -You are viewing it wrong!

7. Tipus

Posts: 913; Member since: Sep 30, 2016

Like there isn't enough problems as already

29. Avieshek unregistered

Nothing is ever Apple's problem. "You are doing it wrong!"

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