LG Display to Supply Apple With 2-4 Million OLED Panels for This Year's 'iPhone X Plus'

Discussion in 'MacRumors.com News Discussion' started by MacRumors, Jun 28, 2018.

  1. MacRumors macrumors bot


    Apr 12, 2001

    Apple's multi-billion dollar investment in LG Display to start supplying OLED technology is close to bearing fruit, reports Bloomberg. According to the report's sources, the Korean firm is almost ready to become Apple's second supplier for OLED screens, allowing Apple to reduce its reliance on Samsung, currently the sole manufacturer of the panels in iPhone X models.

    Previous rumors have suggested LG will be the supplier for this year's 6.5-inch "iPhone X Plus". The sources in today's report claim LG Display will initially supply between 2 million and 4 million units, as it continues to work on ramping up capacity. While those figures are small relative to Apple's sales, the sources note that they would help Apple gain leverage in price negotiations with Samsung as it looks to eventually switch to OLED-only production for iPhone.

    In April, The Wall Street Journal claimed that mass production challenges had caused LG to fall behind the schedule it had agreed with Apple. As a result, opinions within Apple were said to be divided on whether LG Display would be in a position to complement Samsung as a second source of OLED displays for the upcoming iPhones. However, analysts at investment firm Susquehanna estimated that LG will supply as much as 20 percent of OLED displays for the 2018 lineup.

    Apart from the "iPhone X Plus", Apple is expected to release two other iPhone models in 2018: a second generation iPhone X and a low-cost, 6.1-inch option with a similar full-face display as seen on the iPhone X, but with LCD rather than an OLED display.

    Last month, South Korea's ET News reported that Apple's transition to a full OLED iPhone lineup will be complete in 2019. However, analysts immediately cast doubt on that claim, arguing that the switch would be too early and effectively remove the chance for a "low-cost" iPhone model like the LCD version believed to be coming this year. The same view is also supported by today's report:
    According to The Investor, Apple is investing 3 trillion won ($2.67 billion) in LG's OLED production for smartphones. LG is said to be building a production line dedicated to iPhone orders only, as part of its agreement with Apple.

    Article Link: LG Display to Supply Apple With 2-4 Million OLED Panels for This Year's 'iPhone X Plus'
  2. Relentless Power macrumors Penryn

    Relentless Power

    Jul 12, 2016
    Let’s hope LG’s OLED panels don’t have the consistency issues that the Pixel 2 experienced. Otherwise, I look forward to the side-by-side comparisons with the Samsung OLED panel from The 5.8 iPhone X to the 6.5 X Plus LG panel if true.
  3. nfl46 macrumors 604

    Oct 5, 2008
    Sigh. It'd be just my luck that I get one of the LG panels. Ugh.
  4. johnyslats macrumors 6502a


    Mar 14, 2012
    Leeds, UK
    Encouraging news for any would be X Plus buyers. With numbers so small the odds of a getting a Samsung panel are even greater. I can see the threads already... ‘Is yours a Samsung or LG Panel’
  5. The Chosen One macrumors member

    Dec 15, 2015
    Only Iphone I´d possibly consider would be a SE2. Maybe next year I guess, seems unlikely with all the rumours and or facts of already known info/phones coming to have another (""budget"") phone in there.

    Ah well I'm good with my Windows Phone though. Still the best OS! <3
    Maybe a new iPad though... we'll see.
  6. and 4096 others like this macrumors member

    and 4096 others like this

    Jan 26, 2018
    Would be cool to have 4,5" iPhone X in form of SE. X is just to expensive for my needs and new LCD 6,1" is just too big (almost same dimensions as Samsung Galaxy S8). If Apple will not update SE, then I guess I have to buy iPhone 8. Much cheaper and dimensions close to X...
  7. MrGimper macrumors 603


    Sep 22, 2012
    Andover, UK
    Well if LG do indeed make all the screens for a specific model, and that's the model you want, then it doesn't seem it's much down to luck. More like certainty.
  8. The-Rift Suspended


    Mar 1, 2018
    After seeing the Pixel 2 XL screen and how blue it is, I won’t be getting the plus. I’ll stick to the one with the LCD screen.
  9. jimmy_uk macrumors 6502


    Oct 19, 2015
  10. eggzachtly macrumors newbie

    May 24, 2018
    If I'm not mistaken, wasn't/isn't there issue with screen burn in on the Google Pixel 2 XL? I'm hoping these issues are resolved. Perhaps the screens won't be exactly like the 2XL and Apple will have helped LG warm up the color temperatures on the display.

    In all honesty, I don't really care who makes the screens as long as they look beautiful!
  11. citysnaps macrumors 601

    Oct 10, 2011
    San Francisco
    If the LG display is better than the Samsung OLED display in my iPhone X, I'd be happy to purchase the next iPhone.

    The current Samsung display is my only iPhone X gripe in an otherwise outstanding phone.
  12. Tech198 macrumors G5

    Mar 21, 2011
    Australia, Perth
  13. Return Zero macrumors 6502a

    Return Zero

    Oct 2, 2013
    You haven't even seen the new iPhone yet and you're already making a decision about it? After all the bad press the Pixel 2 XL got, I can almost guarantee you Apple's implementation will be far better.
  14. Oraichu macrumors member


    Mar 26, 2008
    No notch please. Really ruins the iphone X design.
  15. dan110 macrumors 6502a


    Jul 13, 2013

    Wait ... aren't you doing the same thing that you're accusing him of doing?
  16. 69Mustang macrumors 603


    Jan 7, 2014
    In between a rock and a hard place
    If this rumor is true, it's almost a certainty that most would get a Sammy screen. This run is supposed to be 2-4 million panels. That's basically a test run. A small sample. Just a li'l bit. Apple ain't risking an entire sku on LG's suspect small OLED panels.
  17. Aston441 macrumors 65816

    Sep 16, 2014
    I'm excited for the 6.1" LCD.

    I hope it has great specs.

    I hate OLED with passion.
  18. Kabeyun, Jun 28, 2018
    Last edited: Jun 28, 2018

    Kabeyun macrumors 68000


    Mar 27, 2004
    Eastern USA
    I actually don’t have that much of a problem with current LED offerings. I know the spec differences but my 8’s LED screen is lovely. Are people really interested in off-axis viewing in an iPhone? (Cue the flames.) What really has me interested is microLED. Hopefully that will be coming, and Apple is stopgapping with OLED until microLED is ready for prime time.
  19. Radon87000 macrumors 604

    Nov 29, 2013
    The Pixel display was really bad. Looks like I am in for a panel lottery this September. I need the X Plus with a Samsung panel.
  20. dominiongamma macrumors 65816

    Oct 19, 2014
    Tempe, Arizona
    It’s not going to have the specs of the plus
  21. fjarl macrumors member

    Sep 13, 2015
    I'm fairly sure Apple's specifications for the screens will be REALLY tight as to ensure consistency. If LG can't meet them, there will be A LOT of money at stake.
  22. citysnaps macrumors 601

    Oct 10, 2011
    San Francisco
    People who are fussy about color (such as photographers), are. I'd much rather have the LCD screen in my 6+ over the display in my X.

    That said, I'm also really looking forward to seeing how MicroLED displays play out in the future.
  23. Sasparilla, Jun 28, 2018
    Last edited: Jun 28, 2018

    Sasparilla macrumors 65816

    Jul 6, 2012
    Ugh as in really ugh. The Pixel 2 XL has an LG panel, the Pixel 2 has a Samsung panel. The reviews of the LG panel were horrendous (both for viewing quality itself, but also for almost immediate burn in on the LG panel). The Verge's review numbers for the 2 XL are significantly lower than the 2, because of that LG panel. LG is good for TV's, but they seem to be years behind in OLED smartphone screen tech.

    Just to bring some memories back (basically immediate burn in with the LG panels on XL 2's): https://arstechnica.com/gadgets/201...gating-reports-of-pixel-2-xl-display-burn-in/


    Here's Ars's review of the 2 Pixels, about 1/3rd of the way it compares the 2 panels: https://arstechnica.com/gadgets/201...view-the-best-android-phone-you-can-buy/2/#h1

    Please keep the mid size phone with an LCD Apple, give us an out from LG...
  24. pbaker103 macrumors member

    Oct 27, 2017
    Hopefully Apple has strict with their LG OLED panel QC standards...
  25. alwaysbeincontact macrumors regular


    Apr 9, 2014

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