This clearly indicates Apple has made a judgement error on oled displays. I know they have bought luxvue for mini led displays, I know they started a design research center specialized in displays in the last year, but they obviously started too late and will be " missing" a cycle.
Instead of using their own in-house developed techniques, they have to use a display tech from Samsung /lg that has been here for quite a while now.
And that is the problem.
Apple could make a change to oled this year. But it is all about cost. Not just availability. If you ask Samsung and lg to produce 70 million oled screens before September this year , and you asked them last January or something . They could have delivered.
Apple is all about maintaining margins right now, and since new tech is expensive, we'll have to pay for it.
It is a shame, really...
Apple seems to be on acting on the verge of what is acceptable for iPhone customers, and hope they can keep the customers for another year before a great update. Apple is playing the waiting game, and might loose, big time.