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Kuo: LG is going to make OLED screens for Apple's 2018 iPhones

Posted: , by Daniel P. Daniel P.

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Kuo: LG is going to make OLED screens for Apple's 2018 iPhones
Industry sources have been tipping that Apple might move to OLED for good, and is looking to diversify with LG as a supply alternative to Samsung, fronting it no less than $2.7 billion as an advance payment for securing a production line dedicated entirely to iPhone displays, starting in 2019. Where there is smoke, there is fire, and now famed Apple analyst Ming-Chi Kuo from KGI Securities is confirming in his own turn that Apple is indeed working with LG on OLED panel supplies, and sooner. 

The team from Cupertino is apparently "committed to having LG Display geared up for its OLED iPhone display business in 2018," according to Mr Kuo. He goes on explaining that LG Display isn't as versed as Samsung in OLED packaging, as it can mostly deliver the "front-end," likely meaning the panel itself, while it might be looking into collaboration with other partners for things like lamination, cabling and so on:

Samsung is now Apple’s sole iPhone OLED panel supplier across front- and back-end manufacturing. We think LGD [LG Display] could institute a similar production model. However, considering its strengths are in front-end process, collaborating with a specialized back- end process provider like GIS will, in our view, significantly boost iPhone OLED panel output rate. GIS likely favored to team up with LGD in OLED for credentials in lamination, experience with MegaSite & advantages of vertical integration with Hon Hai.
 

Apple is said to have secured at least 45,000 units of mother glass for 6.5th-generation OLED panels a month from LG, which can be cut into quite a lot of iPhone displays. The rumored $2.7 billion investment by Apple is a win-win situation, as LG gets to offset some of the risks related to such a huge capital outlay. Apple, in its turn, gets to diversify supply, and ensure a steady stream of OLED panels that apparently are a big part of its vision for the future of iPhones.

source: 9to5Mac

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posted on 31 Jul 2017, 07:58

1. Atrixboyyy (Posts: 461; Member since: 03 Nov 2011)


So basically LG needs help in helping apple? Either way welcome to the world of beautiful displays iphoners

posted on 31 Jul 2017, 12:15 1

2. Romantico3pe (Posts: 125; Member since: 14 Sep 2015)


I hate amoled so bad that i will have to stop buying iphones all together and move to ips only devices

posted on 31 Jul 2017, 15:34

4. matistight (Posts: 576; Member since: 13 May 2009)


How are those grey widescreen lines? Enjoying them?

posted on 31 Jul 2017, 20:47 1

6. sgodsell (Posts: 5057; Member since: 16 Mar 2013)


The thing is LG is going to supply a number of OEMs right now with their OLED displays, including themselves. For instance the V30 in the fall will have OLED panels, Google's new Pixels are using LG OLED panels this time, plus HTC is rumored to get some as well in the next few months. So Apple is late in the game when it comes to acquiring LG OLED panels.

Well at least Apple paid Samsung 9.7 billion for panels.

posted on 31 Jul 2017, 15:33

3. matistight (Posts: 576; Member since: 13 May 2009)


It's funny because even the G6 screen doesn't look amazing like the S7 or S8, so it is difficult to believe that that the screens will look just as good or better than samsung's.

posted on 31 Jul 2017, 18:11

5. PSAfromThisGuy (Posts: 71; Member since: 16 Jan 2017)


why cant Apple make their own crap... they ask everyone for help, then turn around and sue them... figure it out on your own apple.. I sure as hell wouldn't help them one bit

posted on 31 Jul 2017, 21:21

7. Xilam (Posts: 246; Member since: 20 Jul 2017)


I think your outlook on economics is quite infantile.

(Just in case:http://www.dictionary.com/browse/infantile )

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