iPhone 15 may break Samsung’s OLED display monopoly 2023

LG may have overcome the obstacles before delivering its higher-grade panels to Apple for the autumn iPhone 15 series launch. It was expected to supply the iPhone 14 Pro Max’s low-temperature polycrystalline oxide (LTPO) panel last year.

Due to successful pilot production, Apple entrusted LG with the most sophisticated display for its most premium phone, but LG struck yield snags in the fourth quarter and couldn’t supply more than 10 million such panels, delaying iPhone 14 Pro Max shipment.

Apple had to overcome manufacturing issues and transfer over orders to Samsung, who overpaid for the extra equipment and capacity it had to install quickly.

Apple may be able to break Samsung’s stranglehold on the supply of OLED displays.

The Elec says that LG learnt its mistake and boosted its LTPO OLED panel capacity enough to supply Apple with screens for the 15 Pro and 15 Pro Max this year.

LG Display may even outpace Samsung in iPhone 15 Pro line manufacturing this year, which would boost its revenue given that the iPhone 14 Pro and 14 Pro Max account for 60% of 2022 iPhone family sales.

Long story short, Apple’s iPhone 15 series display orders to LG may break Samsung’s OLED supply chain exclusivity if they perform better than previous year.

Samsung will provide displays for all four iPhone 15 models, including the iPhone 15 and iPhone 15 Max’s less sophisticated LTPS panels with 60Hz refresh rate, thus it will retain the overwhelming share in Apple’s OLED screen supply chain this year.

Apple’s backup LTPS display supplier BOE disappointed in its production quality, therefore Apple halted its participation for Samsung again.

Samsung may lose its place as an Apple OLED screen supplier if Apple removes BOE from the components supply freezer for the iPhone 15.

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