The OLED display spell that Samsung casts over Apple’s iPhones may finally begin to crack, reports Korean media, as this year LG is expected to double its OLED screen supply to Apple, and even the scruffy BOE supplier will be getting a piece of the pie, all at the expense of Samsung Display.
Last year, however, Apple was apparently more confident that LG is finally up to the task, and it ordered 20 million 6.1″ iPhone 12 panels from it. Bear in mind that the 12 is a direct heir of the iPhone 11 which in turn has been the most popular phone to buy in the US since launch which speaks volumes about how far LG’s quality control might have gotten.
The fact that Apple is trusting LG with its most popular iPhone OLED panel size demonstrates a level of preparedness that LG probably didn’t have last year, and explains the heavy investments and prioritization of its small and medium size OLED panel production lines.
The up-and-coming Chinese OLED makers from BOE have also been in the running for the 6.1″ iPhone 12’s OLED display, but used to deliver poor yields with sufficient quality, leaving Apple with only Samsung and a sprinkle of LG as OLED production sources.