Former Warner Brothers Co-President of Worldwide Marketing Joins the Apple TV+ Team
A Big announcement coming from LG next week could entail a sale, withdrawal and/or downsizing of their Smartphone Business

LG has shut down their LCD Production Lines for iPhones as they focus on OLED Display Production and more

1 X cover iPhone 12

 

We're learning today that LG Display has dropped out of supplying Apple with LCD displays for iPhones. The shut down of production began in Q3 with the knowledge that Sharp and JDI would supply Apple with LCDs for the iPhone SE. LG's sales for OLED displays for iPhones are expected to exceed those with LCD panels this year.

 

LG Display halted iPhone LCD production at its AP3 line at Gumi in the third quarter. The line also stopped making panels for other phones as well in the fourth quarter.

 

LG will convert the iPhone A3 plant for automobile display panels with low-temperature polycrystalline silicon (LTPS) thin-film transistors (TFT).

 

2 LG Displays for Automobiles

 

According to Omdia, for automobile displays 9-inches or bigger in size, LG Display had a market share of 24.9%, followed by JDI’s 14.6% and BOE’s 13.9%. Tianma was fourth with 9.8%, followed by AUO with 8.9%.

 

Both Samsung and LG are preparing to mass produce miniLED and microLED over the next few years. Both companies introduced their next-gen TVs at CES 2021 that will hit the market later this year. The industry is expecting miniLED displays to eventually work down to smartphones, tablets and monitors.

 

Rumors have repeatedly hinted that Apple will use miniLED with their next-gen iPad Pro and MacBook Pro later this year.

 

10.2  Supply Chain News & Rumors

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