Apple's OLED Suppliers Won't Be Able to Meet Demand for 2017 iPhone
Apple's four main OLED suppliers won't be able to meet the production capacity necessary to match demand for the 2017 iPhone, according to a new report from Bloomberg. Supply constraints are expected to last until 2018.
OLED screens are more difficult to produce in mass quantities than LCD screens, which means Apple is "at the mercy" of suppliers who are willing to produce them in the necessary quantities. Bloomberg notes that the supply constraints may force Apple to either restrict OLED use to one version of the next iPhone or push adoption of the technology back.
While Apple and Samsung have an exclusive OLED deal for 2017, it doesn't guarantee that the company will be able to meet Apple's demand. For example, Samsung's OLED supplies have already been constrained due to its own smartphones, like the Galaxy S7 and S7 Edge.
Apple's OLED screen order is for displays larger than 5 inches, according to Bloomberg. The Cupertino company has ordered an initial round of 100 million units over the next year, but Samsung will only be able to provide a portion of that for the Holiday 2017 quarter. Apple may face troubles if Samsung can't meet its demand.
If Samsung sees supply constraints in its ramp up of OLED panels for the fall 2017 iPhone launch, Apple may not have another major provider to fall back on. That’s why Apple usually has multiple suppliers for key components. For example, it has sourced LCD panels from all of the major Asia-based display makers. For next year, at least, it appears that OLED supply chain may be a single-company affair.
On Tuesday, KGI Securities analyst Ming-Chi Kuo said that he believes Apple will launch an all-new OLED iPhone alongside 4.7-inch and 5.5-inch LCD iPhones. While all three iPhones are likely to sport a new design with a glass back, the new OLED iPhone will have a curved edge-to-edge display. Kuo previously said the OLED iPhone would sport a 5.8-inch display with a bezel-free design.
Popular Stories
iOS 26 was released last month, but the software train never stops, and iOS 26.1 beta testing is already underway. So far, iOS 26.1 makes both Apple Intelligence and Live Translation on compatible AirPods available in additional languages, and it includes some other minor changes across Apple Music, Calendar, Photos, and Safari.
More features and changes will follow in future versions,...
Apple is entering its most significant leadership transition in more than a decade as multiple senior executives prepare to depart and CEO Tim Cook begins to shape the company's next generation of leaders, according to Bloomberg's Mark Gurman.
In the latest edition of his "Power On" newsletter, Gurman explained that Jeff Williams, who was viewed as Cook's potential successor for several...
Apple today released new firmware designed for the AirPods Pro 3, prior-generation AirPods Pro 2, and the AirPods 4 models. The firmware has a build number of 8A358, up from 8A356.
There's no word on what's include in the updated firmware, but the prior 8A356 update added iOS 26 features to the AirPods Pro 2, AirPods Pro 3, and AirPods 4 with ANC. The software introduced better audio quality ...
With the second beta of iOS 26.1, Apple updated the design of alarms set on the iPhone, making them harder to dismiss than before.
Stopping an alarm in iOS 26.1 beta 2 requires a new Slide to Stop gesture rather than a simple tap. You can continue to tap to snooze an alarm, but if you want to turn it off entirely, you need to use a swipe.
Transitioning from a tap to a slide gesture to...
A new iPad mini is "absolutely" on the way, according to Bloomberg's Mark Gurman. So what should we expect from the successor to the iPad mini 7 that Apple released a year ago?
Processor and Performance
Apple is working on a next-generation version of the iPad mini (codename J510/J511) that features the A19 Pro chip, according to information found in code that Apple mistakenly shared in...
Apple's website offers a list of nearly 200 new features and changes (PDF file) included in the software update, released last month.
Apple also shared equivalent lists for iPadOS 26 and macOS Tahoe.
iOS 26 is compatible with the iPhone 11 and newer. To install the update, open the Settings app on your iPhone, tap on General, and tap on Software Update.
Below, we have highlighted eight ...
After launching new iPhones last month, Apple is promoting iCloud+ with a prominent banner on its home page, in a bid to boost its services revenue. In addition to more storage, all iCloud+ plans include five perks for iPhone users.
As a refresher, iCloud includes 5GB of storage for free. If you want extra storage, you need to subscribe to an iCloud+ plan. In the United States, prices range...
Apple released the second beta of iOS 26.1 and iPadOS 26.1, introducing useful changes to alarms, multitasking on the iPad, and more. There are also subtle tweaks to some of the Liquid Glass design elements as Apple continues to refine iOS 26.
Alarms and Timers
Alarms set using the Clock app now have a slide to stop button rather than a tap to stop button on the Lock Screen. To snooze an...
Supplies of the 14-inch M4 MacBook Pro model appear to be constrained amid rumors that an upgraded M5 model could launch as soon as this year.
As noted by Bloomberg's Mark Gurman, custom configurations of the M4 MacBook Pro model have a delayed shipping date and will not be delivered to customers until October 23 to 28. The restricted supply could be an indication that Apple is planning to...
