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Apple is set to surpass Samsung as the largest purchaser of AMOLED displays for smartphones later this year following the release of the iPhone 13 lineup, which will push the adoption of flexible AMOLED displays in iPhones to 80%, according to a new report from DigiTimes.

iphone-12-pro-display-video.jpg

Apple adopted flexible AMOLED displays for its entire iPhone 12 lineup and is expected to continue doing so for the 2021 iPhones. According to today's report, which cites estimation numbers from research firm Omdia, Apple is expected to purchase 169 million display panels for the iPhone this year, compared to last year's order of 114.5 million.
The sources cited Omdia estimates as indicating that Apple is expected to increase its AMOLED panels to 169 million pieces for iPhones in 2021 from 114.5 million in 2020, while Samsung's corresponding purchases are estimated to rise slightly to 157 million pieces from 152.3 million.

Samsung Display is expected to remain the largest supplier of AMOLED panels for iPhones in 2021, offering an estimated 110 million pieces, compared to LG Display's 50 million and BOE's nine million, the sources said.
Alongside flexible AMOLED displays for the iPhone 13 lineup, higher-end models in the lineup, such as the Pro and Pro Max, are expected to include LTPO backpanel technology. LTPO panels not only help reduce power consumption for the display, which could enable-feature such as an always-on display for the iPhone, but it also allows a higher refresh rate.

Apple has been rumored to include a 120Hz ProMotion refresh rate in its iPhone for some time; however, none of the rumors have yet proven to be true. Apple was reportedly close to adopting LTPO technology with the 2020 iPhone but likely decided to focus on the introduction of 5G on the iPhone as the main selling point instead. With the iPhone 13, Apple is now being widely reported to include LTOP display technology with a 120Hz refresh rate.

Article Link: Apple Set to Surpass Samsung as Largest Purchaser of AMOLED Displays in 2021
 

RedTheReader

macrumors regular
Nov 18, 2019
210
409
Why the sudden increase from Apple? The iPhone 12 release turned out to be a super cycle, but they can't really expect the same thing to happen again this year, can they? And even if they do, the increase implies that it's expected to be a super-er cycle. Why?
 

Ken88

macrumors regular
Dec 28, 2020
161
109
How about putting AMOLED in the future iPad Pro, air as well in MacBook models too, while at it throw it into IMac and iMac Pro.
 

ian87w

macrumors 68040
Feb 22, 2020
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Why the sudden increase from Apple? The iPhone 12 release turned out to be a super cycle, but they can't really expect the same thing to happen again this year, can they? And even if they do, the increase implies that it's expected to be a super-er cycle. Why?
This might coincide with the rumor of Apple dropping support for the 6s, a break from last when ios 14 didn’t drop any older iPhones. There are still a lot of people using the 6s phones. This year, if Apple maintained the same pattern, the iPhone 12 will remain in the lineup and get cheaper, and become the cheapest OLED iPhone Apple ever sell. Those things together could trigger more upgrades.
 

JPack

macrumors 604
Mar 27, 2017
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Why the sudden increase from Apple? The iPhone 12 release turned out to be a super cycle, but they can't really expect the same thing to happen again this year, can they? And even if they do, the increase implies that it's expected to be a super-er cycle. Why?

2020: 40% of iPhone lineup was OLED
Today: 60% of lineup is OLED
Sept. 2021: 70% is likely to be OLED

It doesn't have to be a super cycle. Right now, the volume sellers are iPhone 11 and iPhone 12. In September 2021, the XR will likely be discontinued and be replaced by iPhone 11. The iPhone 12 and 12s are OLED, both of which will become volume sellers.
 

crsh1976

macrumors 6502a
Jun 13, 2011
986
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I wonder what portion of displays Apple buys from Samsung for its iPhones tho, Samsung is both the archenemy and one of the biggest parts manufacturers not a great deal of companies can do without.
 

Kabeyun

macrumors 68040
Mar 27, 2004
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So wait... Apple is using flexible displays in a nonflexible application? (Please hold the sophomoric bendgate jokes.) The quote doesn’t mention anything about flexible displays, and the DigiTimes article is behind a paywall.
 

bwayne

macrumors regular
Mar 3, 2021
136
141
Apple is probably anticipating a huge wave of people upgrading their iPhones now that they’re all crawling out of the cellar and will be seen in public with a 2 year old iPhone 11.

I’ll be replacing my iPhone XS with the new 5G mini iPad when that comes out. Makes more sense to me these days.
 

EugW

macrumors G3
Jun 18, 2017
9,595
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How about putting AMOLED in the future iPad Pro, air as well in MacBook models too, while at it throw it into IMac and iMac Pro.
Not iPad Pro, but most likely iPad Air in 2022.
 

Sasparilla

macrumors 68000
Jul 6, 2012
1,654
2,748
Apple's iPhone manufacturing and sales scale is amazing.
That’s a lot of screens. Apple must be planning on selling more of the 13 line than they did with 12 line this year.
No, as mentioned earlier, once the 13 is out they'll have two base models (the 12 and the 13) that they'll be selling using OLED (and dropping the Xr). As they transition more and more of their older versions they sell to OLED they'll just be selling more and more of those screens even if their actual sales of the latest version stays the same or goes down some.

It's still an amazing thing though, this company that didn't sell OLED in its smartphones screens 4 years ago will become biggest seller in the world this fall (or so).
 
Last edited:

ghanwani

macrumors 68030
Dec 8, 2008
2,828
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Samsung would have done better if they weren’t depending on a spying agency for their software. (Hence the new campaign to pretend android is improving privacy.)
 
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ian87w

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Feb 22, 2020
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So wait... Apple is using flexible displays in a nonflexible application? (Please hold the sophomoric bendgate jokes.) The quote doesn’t mention anything about flexible displays, and the DigiTimes article is behind a paywall.
Apple has always been using flexible displays for the OLED iPhones. To achieve the edge to edge look, Apple folded the OLED displays at the edges. This is why the OLED iPhones have equal slim bezels on the sides, while many OLED Android phones still have a bit of chin.
 
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