Apple’s choice to employ panels from Samsung Display for its iPhones is one of the primary reasons why the Korean company dominates the OLED industry.
Samsung will provide more than 70% of the OLEDs for the iPhone 14 devices, including the iPhone 14 and iPhone 14 Plus with their standard panels and the iPhone 14 Pro and iPhone 14 Pro Max with their LTPO screens.
TheElec, a Korean news outlet, reported that Apple intends to produce 120 million of its most recent main series. At least 80 million of them will feature a Samsung panel, 20+ million will use a screen from LG Display, and 6 million will have a panel made by BOE, the largest Chinese manufacturer of such panels. It is yet unknown who will supply the remaining units.
The report also indicated that only 6.1″ LTPS OLEDs are produced by BOE for the standard iPhone 14, while Samsung and LG Display are producing panels for all four iPhone 14 variants.
Given that the Pro models are the ones performing better than anticipated out of the 80 million units, Samsung Display anticipates that more than 60 million of them will be for the Pro models. According to reports, LG Display is having manufacturing line issues, which has given a fellow Korean manufacturer an opportunity to increase their market share.
Looking at BOE, the iPhone 14’s underwhelming sales might be a pain, but the real problem is that Apple is considering terminating its contract after the Chinese manufacturer changed the circuit design without consulting Cupertino.