A Revised Korean Rumor states that Samsung Display will be the Exclusive supplier of LTPO OLED Displays for top iPhone 13 models
Back in November 2020 Patently Apple posted a report titled "Apple is Rumored to be Switching to Higher-End iPhone Displays in 2021 using LG's LTPO TFT OLED Displays." Back then the pro-Korean tech website "The Elec" claimed it LG was going to be the supplier and in a new report today, The Elec contradicted their earlier report.
Today, less than 60 days from their prior claim, The Elec is reporting that it's now Samsung Display that will be the exclusive supplier used by Apple for organic light emitting diode (OLED) panels used in the two highest tier models of its next iPhone that will use low-temperature polycrystalline oxide (LTPO) thin-film transistors (TFT) OLED panels made by Samsung Display that supports 120Hz refresh rate.
As a way to save face, The Elec stated that "LG Display won’t be able to supply its LTPO OLED to Apple for iPhones this year but it is in development for it to aim at supplying them in 2022."
Samsung Display supplied LTPO OLED for the first time for Samsung Electronics’ Galaxy Note20 Ultra last year. Samsung calls the technology Adaptive Frequency or hybrid oxide and polycrystalline silicon (HOP).
Samsung Display is looking to transfer some of its A3 line at Asan for LTPO TFT. The line has a production capacity of 105,000 sheets per month. Around 60,000 of that will be transferred to LTPO TFT.
Apple is planning to use LTPO OLED for all its iPhone models launching late in 2022.
LG Display had requested that it take part in LTPO for iPhone 13 and Apple had accepted this. It is advantageous for Apple to have LG Display secure LTPO OLED technology so that it can reduce its reliance in Samsung Display for them. For more, read The Elec for the full story.