LG Display to Supply 20 Million OLED Panels for 6.1-inch 'iPhone 12'

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Apple is expected to launch an all-OLED iPhone lineup this year, and while Samsung is understood to be providing the majority of the OLED panels, LG Display is reportedly poised to benefit the most from the extra demand, with Samsung's order volume rising only slightly on previous years.


Of the four new models coming this year, rumors have indicated that Samsung will supply the displays for three models: the 5.4-inch entry-level ‌iPhone 12‌ and 6.1-inch and 6.7-inch "‌iPhone 12‌ Pro" models. Samsung is reportedly planning to ship 30-35 million displays for the 5.4-inch model and 15-20 million displays for each of the high-end 6.1-inch and 6.7-inch models. Meanwhile, LG Display is expected to supply 20 million displays for the low-end 6.1-inch model.

LG Display's contribution is five times the volume from the previous year, according to a new Nikkei report. That's big news for a division that has endured six consecutive quarterly losses, and LG Display believes this will improve its finances considerably in the second half of the year as its OLED panel factories begin to operate at full capacity.

It's also positive news for Apple as it aims to diversify suppliers after paying high charges for Samsung's displays. After failing to meet projected iPhone sales in the second quarter of 2020, Apple was obligated to pay Samsung an estimated $950 million for missing OLED panel purchase targets. Apple is reportedly supporting LG Display's OLED development in part to reduce procurement costs and chip away at Samsung's monopoly on the display standard.

As Nikkei notes, however, there's no guarantee that Apple will continue to favor LG Display, which supplied Apple with LCD panels for the iPhone 11 last year but failed to improve the yield of its OLED panels and fully meet delivery targets the previous summer, which reportedly angered Apple.

Rival Chinese manufacturer BOE has also improved its OLED technology in part by recruiting former Samsung engineers, and Apple has started assessing production quality at BOE plants in the Chinese cities of Chengdu and Mianyang. A previous report even suggested BOE would supply a couple of million OLED displays for the low-end 6.1-inch iPhone 12, but Nikkei's sources indicate that BOE's panels may be adopted next year, which is good news for LG Display this year, but would diminish its role as the main alternative to Samsung in 2021.

Article Link: LG Display to Supply 20 Million OLED Panels for 6.1-inch 'iPhone 12'
 

NavySilver

macrumors member
Aug 4, 2012
52
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New York, NY
In the meantime, Apple still had to pay Samsung a hefty fine for missing the OLED order target?:oops:

I am guessing these LG displays must be either way cheaper than Samsung’s, or they were meant for completely different phones and Apple couldn’t just use the Samsung displays across the line.
 

hidekigomi

macrumors newbie
Nov 27, 2014
20
11
I've been becoming so careless of all the display specs, who makes it, where it comes from and even how good it is. And I'm about to reach a pair of reading glasses anyway....!
 
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JM

macrumors 65816
Nov 23, 2014
1,043
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That's the NON-Pro 6.1" that won't be getting the DRAM upgrade to LPDDR5 !

Choose wisely !
Please explain why a screen manufacturer has any impact on the type of RAM used. It doesn't make sense.
 
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fokmik

macrumors 601
Oct 28, 2016
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In other words “dont buy the 6.1” iphone”
So the smaller and the cheapest 5.4” one will probably get a better display made by samsung?!
 
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DinkThifferent

macrumors 6502
Oct 18, 2018
335
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In other words “dont buy the 6.1” iphone”
So the smaller and the cheapest 5.4” one will probably get a better display made by samsung?!
Correct, LG smartphone displays are horrible. Wasn’t there a few years back a scandal with Nexus or Pixel phones from Google that the smaller model had a LG display and the bigger model a Samsung display and that the models with a LG display had huge problems with color accuracy?
 
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melgross

macrumors 6502
Jan 23, 2004
343
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In the meantime, Apple still had to pay Samsung a hefty fine for missing the OLED order target?:oops:

I am guessing these LG displays must be either way cheaper than Samsung’s, or they were meant for completely different phones and Apple couldn’t just use the Samsung displays across the line.
Apple isn’t going to use inferior screens intended for “other phones”. Apple’s screens, as Apple has stated, use Apple technology, but are made by Samsung, and now, others.

if you bothered to read the entire article, you would know that Apple is intending, and has been for several years, to diversify its supply chain involving screens. This is not something we just learned. Apple has been trying to get LG’s screen quality up to the point where Apple could use them. There are two,other screen suppliers Apple has been working with as well.

and yes, it’s been thought that Samsung was taking advantage of the fact that they were the only one capable of supplying screens to Apple, and raising the prices as a result. No company likes when that happens.
 
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iReality85

macrumors 6502a
Apr 29, 2008
949
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Upstate NY
In the meantime, Apple still had to pay Samsung a hefty fine for missing the OLED order target?:oops:
I guess you could call the $950M payment a fine/penalty, but contractual obligations are involved with such large order volumes. It's just the nature of doing business at that scale. One could argue that $950M is reflective of Samsung's near-monopoly of smartphone OLED displays, but it also includes things like Samsung's opportunity cost of committing manufacturing to Apple's specified displays.
 

Taipan

macrumors 6502
Jun 23, 2003
458
310
In other words “dont buy the 6.1” iphone”
So the smaller and the cheapest 5.4” one will probably get a better display made by samsung?!
I‘m surprised it took a whole 9 posts to get to the first one complaining about the lower quality of the not even delivered displays.
 
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dbc34

macrumors member
Sep 11, 2014
37
23
I'm only buying the $700 phone from now on. Since the xr came out, I don't see a need to have the best one every year. If you wait a year, you'll have the features that the flagship had the year before along with $300 in your pocket.
 
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AppleShareholder

macrumors member
Jul 13, 2020
35
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Apple isn’t going to use inferior screens intended for “other phones”. Apple’s screens, as Apple has stated, use Apple technology, but are made by Samsung, and now, others.

if you bothered to read the entire article, you would know that Apple is intending, and has been for several years, to diversify its supply chain involving screens. This is not something we just learned. Apple has been trying to get LG’s screen quality up to the point where Apple could use them. There are two,other screen suppliers Apple has been working with as well.

and yes, it’s been thought that Samsung was taking advantage of the fact that they were the only one capable of supplying screens to Apple, and raising the prices as a result. No company likes when that happens.
Not entirely true. Minor portions of the display may be Apple technology, but the most important elements are Samsung technology, which is why Apple can't move to another manufacturer that easily.

If the technology was mostly based off Apple, Apple can just get LG to manufacture the displays with no issue, but the issue is that LG's technology isn't up-to-par with Samsung's.

The primary issue is that Apple wants high quality screens for cheap. That is the real technical barrier. How the manufacturer gets to Apple's bar is entirely up to them, but at this point, it seems only Samsung has the technology to do that. LG and BOE can make screens that are as good as Samsung's, but the yield would be terrible.
 
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hans1972

macrumors 6502
Apr 5, 2010
462
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"Rival Chinese manufacturer BOE has also improved its OLED technology in part by recruiting former Samsung engineers."

In person or harvesting their data? ;)
Harvesting their data. The Samsung engineers used Samsung phones with Android, you know.
 

TrevorR90

macrumors regular
Oct 1, 2009
137
94
Don't get the hate for LG? Aren't they the only ones producing OLED displays? My LG OLED TV is pretty sweet, their TVs get pretty good reviews.
 

mellofello

macrumors 65816
Feb 1, 2011
1,247
510
Don't get the hate for LG? Aren't they the only ones producing OLED displays? My LG OLED TV is pretty sweet, their TVs get pretty good reviews.

LG has a history of making really bad panels for phones. Most notably the Pixel 2 XL which would burn in almost immediately, and had color accuracy so bad, that you couldn't edit photos well since they looked completely different on other higher quality screens. It is hard to overstate how bad it was with terrible contrast, and a green pallor on everything.

The regular non XL pixel used a Samsung display and it looked fantastic. It was straight up embarrassing for LG.

That was a several years ago though so perhaps they have got it together.
 

djcgeez2189

macrumors regular
Feb 5, 2015
109
122
Welp that sucks LG was the weaker display of the 2.....
- - Post merged: - -

Don't get the hate for LG? Aren't they the only ones producing OLED displays? My LG OLED TV is pretty sweet, their TVs get pretty good reviews.
They are completely different . Their tv oleds are the best on the market their phone displays are some of the worst it doesn't make much sense actually
 
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