Apple may finally dent Samsung's OLED display supply monopoly with iPhone 15

0comments
We may earn a commission if you make a purchase from the links on this page.
Apple may finally dent Samsung's OLED display supply monopoly with iPhone 15
LG may have overcome the hurdles before delivering its higher grade displays to Apple in time for the iPhone 15 line launch in the fall. Last year, it was supposed to provide the large and frugal in terms of power consumption panel of the low-temperature polycrystalline oxide (LTPO) type for none other than the iPhone 14 Pro Max.

AT&T iPhone 14 Pro Max can be had for just $99, or $1000 off

Get the iPhone 14 Pro Max on AT&T for $1000 off when trading in an eligible smartphone, on a qualifying installment and a qualifying Unlimited plan (basically every unlimited plan other than the Unlimited Value Plus plan).
$99
$1099
Expired

Save with Verizon's iPhone 14 Pro Max One Unlimited iPhone plan offer

Verizon has a new and exclusive One Unlimited for iPhone plan bundle with the 14 Pro Max and will give you $1000 towards its purchase for any iPhone 11 Pro and up, even with cracked screen damage. Get Apple One (Apple Music, Apple TV+, Apple Arcade, and iCloud+) in one plan, with Verizon 5G Ultra Wideband to boot. Switchers get $200 extra in the form of a Verizon gift card.
$99
$1099
Expired


While Apple entrusted LG with the most complex display for its most premium phone because of successful pilot production, LG hit some yield snags in the end quarter of the year and couldn't deliver more than 10 million such panels which resulted in some iPhone 14 Pro Max shipping delays.

Apple was then forced to overcome the production mishaps and hand the orders over to Samsung which overcharged it with higher prices for the extra equipment and capacity it had to deploy in a hurry.

This year, however, LG has apparently learned its lesson and expanded its own LTPO OLED display capacity sufficiently enough to warrant Apple entrusting it with the screens for both the 15 Pro and iPhone 15 Pro Max, reports The Elec.

It may even outrun Samsung in its share of the iPhone 15 Pro line production this year, which, given that the iPhone 14 Pro and 14 Pro Max represent 60% of the 2022 iPhone family sales so far, would bring a significant chunk of change to LG Display's coffers.

Long story short, if Apple's iPhone 15 series display orders to LG go according to plan, i.e. better than last year, Samsung's monopoly over Apple's OLED supply chain may finally crack. 

Samsung, on the other hand, will be providing the displays for all four iPhone 15 models, including the less advanced LTPS screens with 60Hz refresh rate of the iPhone 15 and iPhone 15 Max, so it will still keep the majority stake in Apple's OLED screen supply chain this year. 

Apple's backup LTPS display supplier BOE, however, disappointed in its production quality efforts, so Apple froze its participation for the benefit of Samsung again. For the iPhone 15, Apple may take BOE out of the components supply freezer, so Samsung's share may be attacked both from the low-end and from the premium iPhone display sides, shrinking its role as an Apple OLED screen supplier altogether.

Recommended Stories

Loading Comments...
FCC OKs Cingular\'s purchase of AT&T Wireless