A new supply chain report today reveals that Samsung Display is expected to expand the application of the OLED material set M12, which was first used last year, to all four Apple iPhone 15 series scheduled to be released in the second half of the year. While M12 was to be applied to all iPhone 14 models, the report clarifies that Samsung Display had only applied M12 to the top two iPhone 14 models last year.
The Elec reports that Samsung Display is planning to expand the application of M12, an organic light emitting diode (OLED) material set, to all four types of Apple iPhone 15 series scheduled to be released in the second half of the year. In the iPhone 14 series last year, two top lineups applied M12, a new material set at the time, and M11, an existing material set, for the two bottom lineups. The upper lineup material set for this year's iPhone is the same as last year, and the lower lineup material set is likely to be upgraded.
OLED material set refers to the composition of OLED materials that panel makers apply to smartphones. The OLED material set consists of a light-emitting layer and a common layer, such as dopant (light-emitting body), host (light-emitting layer), and prime (auxiliary layer) of individual pixels of red (R), green (G), and blue (B).
Although Samsung Display has developed a new material set M13 for use by other customers, including Samsung Electronics and Google's first foldable smartphone to be released sometime in H2. Apple's iPhones won't be upgrading to this new material for the iPhone 15.
Instead, Samsung Display is separately developing M14, a material set for Apple. The M14 is expected to be applied to the iPhone 16 series to be released next year.
In the past, Apple used its own material set LT for iPhone X, the first OLED iPhone in 2017, and iPhone XS in 2018, but since 2019, it has applied the same M series material set as Samsung Electronics' Galaxy. After the M12 was first applied to Samsung Electronics' Galaxy Z Fold 4 and Z Flip 4 last year, it was applied to the top two lineups of the Apple iPhone 14 series.