Apple squabbling with Samsung over OLED display prices for the iPhone Xs

Apple squabbling with Samsung over OLED display prices for the iPhone Xs
Despite the Korean supplier industry worries about the tepid sales of the iPhone X in this and the next quarters, Samsung is gearing up to start mass production of the iPhone Xs displays next month, report local publications. Apple, as well as analysts following it, initially forecast overall sales of the X at a cool 100 million, and the OLED display orders to Samsung indicated it in all earnesty, too.

The high price, and people's changing habits to keep their current phones longer, however, threw a monkey wrench in those plans, and iPhone X suppliers reportedly got a 50% order cut this quarter, including Samsung, which was left with OLED display production overcapacity. This is a huge cut for the Korean parts industry orders, and the companies were hoping for a recovery in the second half of the year, when Apple gears up for the rumored two new iPhones with OLED screens.

Their prayers might have been heard, as reports are that Samsung has restarted production at its OLED plants, and is prepping to ship a 100 million panels in total this year, 25 million for the iPhone X, and 75 million for its successor, provided that Apple agrees on the price. Last year, almost a third of the tag to produce an iPhone X went to Samsung, and Apple is looking for ways to cut that, so that it can be more flexible with the final retail pricing of the Xs, or whatever follows.

The negotiations are still in flux, and a recent visit of Samsung honchos to Apple's HQ didn't end with mutual understanding. To reach Apple's lower tag demands, Samsung has apparently offered to supply the Y-Octa panels that it uses for the S9+. These are cheaper to produce, though the yield might not be enough for Apple's mass quantities. Still, the insiders say that Samsung will start slow, with 2-3 million panels next month, and double that from June, so there might be light at the end of the OLED tunnel for all involved, including for LG, which is said to produce the screens for the larger, 6.4" iPhone Xs Plus.

Still, Apple is said to have much humbler estimates for the sales of its OLED iPhones this year, and will be betting on an eventual more affordable LCD model instead. That one, dubbed the iPhone 9, is expected to sport a 6.1" screen, but it will be supplied by Japan Display and Sharp, apparently, leaving crumbs for Korean companies. While Apple's renewed interest in LCDs is said to result in 150 million units of the iPhone 9 sold overall, up from a 100 million forecast before, the switch may come entirely from the diminished orders for OLED iPhones. Still, it remains to be seen how these preliminary numbers pan out in the end. 

source: The Bell & ETNews (translated)

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1. Papa_Ji

Posts: 877; Member since: Jun 27, 2016

A typical iSheep....... shipment of iPhone X is high but Samsung's display supply Is low.

14. RevolutionA

Posts: 473; Member since: Sep 30, 2017

Yeah yeah, keep dreaming. Samsung displays aren't that good compared to Apple tuned OLED display. Apple just kills em all...

15. tedkord

Posts: 17463; Member since: Jun 17, 2009

S9 was rated better. So, no.

19. sgodsell

Posts: 7570; Member since: Mar 16, 2013

Do you not hear or see the oxymoron in what you said. Samsung is the one that manufacturers and sells the current iPhone X oled displays. So why would Samsung give themselves a worse display, especially when they make and use the displays themselves. Also it was found out that those tests were fixed, especially when they didn't change the default settings of the Samsung smart phones to use a more life like color setting. Instead they compared the more saturated setting to Apples real life color setting. If you want the most fake and twisted news, then Apple is right up there with the best of them.

21. RevolutionA

Posts: 473; Member since: Sep 30, 2017

X is already nailing everyone, that's the reason you guys are all butt hurt. Just wait for iPhone Xs, Sammy can't even be close to that thing. Will keep imagining with their bezel phones.

22. Jockson

Posts: 1; Member since: Apr 11, 2018

"Bezel phones" that still have better screen to body ratio. Of course you're too stupid to understand why.

23. RevolutionA

Posts: 473; Member since: Sep 30, 2017

Then why are you explaining it to be if you think so...

27. fyah_king unregistered

ikr?damn apple is fooling the sheep with their fake bezeless x phone.

33. audibot

Posts: 678; Member since: Jan 26, 2017

r u a moron rev the x is a slower phone and uses webos that they copied and that that good of a copy and sales sucked so they are forcing it onto apple people now. i personally hate thin bezels

25. apple-rulz

Posts: 2198; Member since: Dec 27, 2016

Because Samsung’s panel engineers and scientists weren’t as knowledgeable in display technology as those that work for Apple, that’s why Samsung couldn’t build something as good until Apple showed them how to do it; Also if you think the testing was fixed, you should go public with that. In fact, challenge the veracity of DisplayMates founder, and offer to engage him in a public debate about display testing. I’ve no doubt you have similar credentials and training, and it’ll be fun to watch him squirm while you publicly school him.

28. Papa_Ji

Posts: 877; Member since: Jun 27, 2016

Oh mam , Samsung was testing it's new display on iPhone x....After the full finishing they put it on S9/9+... NOW IT'S THE WORLD BEST

29. apple-rulz

Posts: 2198; Member since: Dec 27, 2016

Because they learned from Apple how to calibrate their screens.

30. RevolutionA

Posts: 473; Member since: Sep 30, 2017

Apple needs to educate these sammy boys so that they can at least live their life once. That's what happened with iPhone X and S9 story.

20. sgodsell

Posts: 7570; Member since: Mar 16, 2013

Oh, well. Liars keep lying.

32. piyath

Posts: 2445; Member since: Mar 23, 2012

That's because this year's iPhone X OLED orders has been given to some other OLED manufacturers as well, not only for Samsung, just like they did with last year's iPhone X. They initially thought of selling 100 mil of 2017 iPhone X but are now cutting orders due to poor demand thus Samsung is getting the hit. Meanwhile LCD orders have increased dramatically which also cuts in to the OLED display orders eventually.

2. c.m.s

Posts: 239; Member since: Dec 10, 2017

Come on PhoneArena, stop spreading rumors as fact. Apple did NOT forecast 100 million iPhone X. If they did they would have missed the guidance for their last quarterly report by i mile, which they certainly did not do.

16. Nimbus

Posts: 442; Member since: Apr 02, 2018

In my book 2018 iphones models will fail,2019/2020 iphones upgrades might succeed if everything goes according to leaks & rumors.

3. tokuzumi

Posts: 1961; Member since: Aug 27, 2009

Apple typically goes with the highest quality parts for its devices. Samsung makes the best AMOLED panels. LG makes good panels, but they are still a few years behind Samsung. No one else comes close. Sounds like Apple will either have to pay to play, or go back to an IPS panel.

7. torr310

Posts: 1696; Member since: Oct 27, 2011

Even without OLED screen, Apple's sales have been done so well against other manufacturers with OLED screens in the past. Since the pricing is a big concern, Apple don't need to rush to the expensive OLED bandwagon until the cost goes down much further.

12. sirohunter

Posts: 215; Member since: Sep 23, 2017

I think that since an iPhone with oled screen has already been released, the Public will want nothing but the best from Apple and going back to lcd displays will be a step back and many customers including me will be disappointed.

8. Trex95

Posts: 2383; Member since: Mar 03, 2013

Actually IPS panel comes from LG and OLED from Samsung and both panels calibrate by Apple again. When Microled ready then Apple will stop OLED from Samsung and LG and shifiting to to there own screen microled.

10. bur60

Posts: 981; Member since: Jul 07, 2014

No I don't think QLED will ever replace OLED since it's not really a successor of OLED. Maybe microled will in the future.

13. chris2k5

Posts: 291; Member since: Nov 17, 2012

Lol even if Apple went to LG exclusively for Oled panels, Apple will still sell a ton. Samsung will be the only loser in that case. They will have lost a ton of display revenue.

17. cmdacos

Posts: 4320; Member since: Nov 01, 2016

So let them go to LG for a lesser quality product then.

24. Papa_Ji

Posts: 877; Member since: Jun 27, 2016

iSheep don't care about AMOLED or IPS .... For then both are same... The only thing they care is the apple logo oh back

4. umaru-chan

Posts: 372; Member since: Apr 27, 2017

Waiting for microled display from Apple to use on their phone and stop relying on one explicit company. It will be a long wait I know.

5. Sunbae-min

Posts: 135; Member since: Mar 25, 2018

Keep dreaming moronic hater, your pathetic Apple is and will always be a beggar from Samsung.

11. Trex95

Posts: 2383; Member since: Mar 03, 2013

Samsung just manufacturing parts of phones since Nokia nothing new. Now Apple is Samsung VIP customer and Samsung doesn’t won’t to lose it.

31. apple-rulz

Posts: 2198; Member since: Dec 27, 2016

Because Apple buys some parts from Samsung that makes Apple beggars? Samsung Pay-Loop Pay Infinity Display-Toppan FPD Chip Technolgy-SEMATECH & numerous merchant chip shops Milk Music-Slacker Bixby-Viv Labs OS-Googles Android Think before you post dummy.

26. Mr.Pussy

Posts: 348; Member since: Feb 16, 2017

It will be long wait since they need more times to perfect their excuses when they get sued for copying? I wonder how many law suit and lost Apple got these past few years vs other companies.

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