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69Mustang

macrumors 604
Jan 7, 2014
7,895
15,043
In between a rock and a hard place
This won’t make a difference at all. The panels are made according to Apple’s specifications, and Apple’s hardcore quality control will probably make Samsung vs. LGs panels indistinguishable.
Didn't make their lcd panels indistinguishable, or the Qualcomm/Intel modems, or...

Apple's specifications and QC didn't help LG properly shield the 5k monitor. I think Apple is doing a small scale "volume" production because they know there could be a difference.
 

just.jon

macrumors member
Jan 26, 2017
39
83
Just 400,000 panels? That’s not even a single day’s worth of iPhone sales. Seems inconsequential, unless you are an LG stockholder, and even then it’s a relatively minuscule amount of revenue.
 

rom3o

macrumors regular
Dec 22, 2014
198
256
This won’t make a difference at all. The panels are made according to Apple’s specifications, and Apple’s hardcore quality control will probably make Samsung vs. LGs panels indistinguishable.
Apple’s history of visually distinguishably panels in Macs doesn’t support this assumption.
 

ftaok

macrumors 603
Jan 23, 2002
6,486
1,571
East Coast
If LG can get their OLED manufacturing scale up to compete with Samsung, that could lead to competition, which could lead to lower component costs.

Whether that translates to lower iphone prices for consumers, it debatable. I would imagine that the price of the next Xs/Max would stay the same. However, if the OLED components costs are falling, that would allow Apple to include higher cost components, while keeping the price the same, and keeping their profit margin healthy.
 

Fatboy71

macrumors 65816
Dec 21, 2010
1,489
427
UK
This won’t make a difference at all. The panels are made according to Apple’s specifications, and Apple’s hardcore quality control will probably make Samsung vs. LGs panels indistinguishable.

My thoughts exactly.

It's not as if there off the shelf panels that Samsung and LG have already made. They have been made especially for Apple, to Apple's demanding quality control.
 

pweicks

macrumors 6502
Dec 23, 2016
261
589
USA
Yes, this will certainly reduce cost of production for Apple, but we all know that Apple won’t allow this cost reduction to trickle down to consumers. It will trickle down to... oh yeah, margins.
 

gnasher729

Suspended
Nov 25, 2005
17,980
5,565
Just 400,000 panels? That’s not even a single day’s worth of iPhone sales. Seems inconsequential, unless you are an LG stockholder, and even then it’s a relatively minuscule amount of revenue.
They are supposed to be $90 each, so that is a massive amount of 36 million dollars. Not enough for production, and too much for a trial.
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OLED-Info is reporting that these LG panels will not be put into new phones but will be used for replacement parts. If you don't want an LG screen - don't drop your phone!
That makes more sense.
 
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