Raking it in: Samsung Display rumored to make $20 billion in revenue from iPhone panels in 2018


A new report from Korea indicates that Samsung Display will churn out between 180-200 million flexible OLED screens for Apple's iPhones in 2018. 

If this information proves to be accurate, this would mean that Samsung Display will collect between $19.8 to $22 billion in revenue from these panels alone, since the estimated cost of a display module (consists of an AMOLED panel, cover glass, and Force Touch sensor) is around $110 (according to data from IHS Market). 

It is estimated that Samsung Display produced around 50 million panels for the iPhone X in 2017. The fourfold increase in supply for 2018 is largely attributed to improved yield rates at one of the display maker's production lines. Earlier this year, only 6 in 10 of the manufactured panels supposedly made the cut, but yield rates are currently said to be above 80%. An industry watcher has commented on the developments: 


All in all, Samsung is expected to make more in revenue from iPhone X parts than from components made for the Galaxy S8. This symbiosis between the two tech behemoths might seem weird to some, but at the end of the day, there are profits to be made. 

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27 Comments

1. haruken

Posts: 306; Member since: Nov 06, 2013

I mean they do make the best displays on earth, so it's completely deserved.

2. theunspoken

Posts: 310; Member since: Jul 06, 2017

Top NOTCH display manufacturer

3. Bozzor

Posts: 248; Member since: May 02, 2012

Make it while you can: there's about 5 years of OLED technology left before Micro-led tech goes mainstream for mobile displays, and is able to offer the same vivid colors, same true black levels and tops it off with about 3 times the brightness of OLED for the same the power draw...

4. cnour

Posts: 2305; Member since: Sep 11, 2014

No Samsung lovers will forget the notch!!!!!!

5. drunkenjay

Posts: 1657; Member since: Feb 11, 2013

Thanks apple.

18. ph00ny

Posts: 2026; Member since: May 26, 2011

I don't know if that number should be believed. Apple typically gets prices based on a certain number of orders projected but seems to be falling short of that while still getting the low price based on the initial projection. Which eats into component manufacturer's margins

26. makatijules

Posts: 835; Member since: Dec 11, 2017

Am sure this is based on 2 years worth of display orders. After all apple only has one phone with an OLED display, next year they will have 2 models.

6. Hollowmost

Posts: 421; Member since: Oct 10, 2017

9 years ago ... We bashed samoled panels for producing fake colors .... Now Samsung makes 20$ billion from AMOLED .... They also lead the ddr5/hbm3/lpddr5/gddr6 production .... Samsung is the future ...

9. piyath

Posts: 2445; Member since: Mar 23, 2012

Nope. Samsung is just another component manufacturer. They provide parts according to other's liking.

10. Peacetoall unregistered

apple survives on samsung quality components. without Samsung apple is just a niche software company with excellent marketing department.

13. Cat97

Posts: 1861; Member since: Mar 02, 2017

Apple has survived just fine without Samsung displays in the last 10 years.

15. darkkjedii

Posts: 30966; Member since: Feb 05, 2011

Go back and read the article. What you just said means nothing. 20 billion sonnnn.

16. Skimshaddy

Posts: 126; Member since: Feb 23, 2016

You know Apple need/love Samsung techs. Even all the embarrassing bs law suite, Apple still crawl back to Samsung all these years. Just admitted. Even Steve Jobs knows it how powerful Samsung is thats why they must tried to bring Samsung down but failed. Samsung is too big.

17. ph00ny

Posts: 2026; Member since: May 26, 2011

You should look up how many times Apple had trouble with Sharp and LG for their product launches due to low yields and had to turn to Samsung when they decided to move away from them.

23. sissy246

Posts: 7070; Member since: Mar 04, 2015

Are you forgetting , they don't just get displays from Samsung.

27. makatijules

Posts: 835; Member since: Dec 11, 2017

Not really, this isn't the first time they have use displays from Samsung, and it won't be the last.

7. So-min

Posts: 55; Member since: Dec 07, 2017

King is still king, a loser still a loser. Samsung will always be the innovator while Apple will keep smoking Samsung's dust.

21. PhoneCritic

Posts: 1354; Member since: Oct 05, 2011

The last line says it all. "This symbiosis between the two tech behemoths might seem weird to some, but at the end of the day, there are profits to be made. " Keyword = "Profits" Samsung wins when Apple wins Apple wins when Samsung wins. Fanboys always lose because they make no profits from a Apple or Samsung device sale. Simply said buy what you like because these tech behemoths will continue to rake in the profits until the next great tech we cant live without comes around from companies X Y and Z

30. makatijules

Posts: 835; Member since: Dec 11, 2017

Samsung wins without Apple. Apple is not Samsung's only customer. Samsung was around even before Apple was a customer. Apple needs others because they don't make their own stuff. Samsung provides a service that you must pay for if you want. Samsung provides first party parts in its products, where the parts cost more than they do, for an OEM's who buys 3rd party. And yet the S and Note cost less than Apple products. Apple gets a good deal on parts, and increases cost to increase margin. The customers never get a good deal.

25. makatijules

Posts: 835; Member since: Dec 11, 2017

Makes Apple $1B court case lot like chump change to a chump. Oh wait, they didn't even get the full $1B and it was dropped to less than $400M and it's gonna drop again. Samsung thanks you for your business. Apple needs Samsung and everyone else, because Apple doesn't make anything. Apple is 2nd best.

31. mudcat626

Posts: 224; Member since: Jul 13, 2016

Lol, Samsung Defense Force in full on delusional mode. Samsung is just another supplier to Apple. They made the panel to Apple’s specifications. You know Samsung could not have produced a panel that Displaymate says is PERFECT! Apple’s first go at OLED panels beat out Samsung’s. Apple is investing in other companies for panels. Samsung has advantage now, because they were first out. But it won’t last. Samsung Defense Force, you all need to be more humble; I know Samsung the company is humble. If not for display division; they would be down. Samsung sure doesn’t make money producing phones, LOL

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