As Expected, Samsung and LG Display are to get the Lion's Share of Display Orders for Apple's iPhone 13
It's being reported by a Korean tech site today that it's been confirmed that Samsung and LG Display will supply their flexible OLEDs to Apple for the iPhone 13 (tentative name) that is set to be released this fall.
Just like the iPhone 12 series, the iPhone 13 series will also be made up of two pro models and two regular models. The two pro models will be available in 6.7 and 6.1-inch displays while the regular models will offer 6.1 and 5.4-inch displays.
Samsung Display will be the only supplier of 6.7 and 6.1-inch flexible OLEDs that will be used for the pro models. The panels that will be used for the regular models will be split between Samsung Display and LG Display. It is estimated that Samsung Display will supply anywhere between 120 million and 130 million flexible OLEDs for one year starting from the iPhone 13’s release date while LG Display will supply about 50 million panels.
Samsung Display has been the main OLED display supplier of Apple since 2017 when Apple released its first model (iPhone X) equipped with OLED display. It is reported that Samsung Display has also secured the most supply of flexible OLEDs for Apple’s next iPhone. LG Display is gradually supplying more flexible OLEDs as it will supply 20 million more panels for the iPhone 13 than the time it supplied panels for the iPhone 12.
Samsung Display is the only flexible OLED supplier for the two pro models of the iPhone 13. Apple has planned to use OLEDs that have a refresh rate of 120Hz for the two pro models. Refresh rate indicates number of frames that appears on a display in one second. Higher refresh rate allows dynamic screens to be displayed more smoothly.
‘LTPO-TFT (low-temperature polycrystalline oxide thin-film transistor)’ technology is applied to OLED panels that will be used for the two pro models for the first time. Because Samsung Display is far ahead of anyone else when it comes to the technology, it has been able to secure entire supplies of OLED panels that will be used for the two pro models. Samsung Display became the first in the industry to commercialize LTPO OLEDs that were used for the Galaxy Note 20 that was released last year and it has been improving and upgrading the technology since. Touch-integrated OLED technology and LTPO technology have acted as entry barriers for OLED. For more on this, read the full ETNews report.
Due to the higher end iPhones using LTPO-TFT displays, Apple supply BOE will be used for lower-end iPhones. Korea's ETNews is known for promoting Korean companies and has gone out of their way to sideline BOE every year. Contrary to ETNews, BOE will be a supplier of displays for iPhones in 2021, but for lower end models.