Samsung Begins Running OLED Production Lines for iPhone 8 at Full Capacity

As we enter the season of iPhone production ramp-up stories, news out of Apple's supply chain today reports that Samsung Display is gearing up to operate seven of its next-generation OLED lines at full capacity in August, all of which are dedicated to Apple and the iPhone 8.

According to ETNews, the OLED ramp-up follows a series of inspections that Samsung made on each of the seven lines over the past few weeks in preparation for Apple's much-anticipated OLED-only iPhone 8. Samsung Display is the only supplier of OLED screens for the 2017 iPhone, and the manufacturer is said to see an increase from 15,000 panels per month to 105,000 panels per month following the full scale production increase.

iphone 8 embrace the notch


Samsung Display crafts multiple iPhone screens out of a single of its OLED panels, so if it keeps its production lines at maximum capacity with 100 percent yield, the supplier can produce 130 million 5.8-inch OLED iPhone screens in one year. Of course, the reality is that OLED is difficult to manufacture, and industry watchers believe that the yield rate for the Samsung Display OLED iPhone 8 line will be "at least" 60 percent. Multiple reports this year have pointed towards production delays in the supply chain, potentially leading to a limited capacity iPhone 8 launch.

While Samsung Display will be the sole OLED supplier for the 2017 iPhone, numerous sources have said that a new supplier -- LG Display -- will enter Apple's OLED supply chain in 2018. Apple is said to have invested $2.6 billion into LG Display to help the supplier get set up as a major OLED manufacturer for future iPhones, with Apple pressing LG to be ready as soon as next year. LG Display is also planning to invest $13 billion in OLED production over the next three years, continuing its dominance in the OLED TV screen market and specifically hoping to "make inroads against rival Samsung in smartphone displays."

Related Forum: iPhone

Top Rated Comments

JPack Avatar
54 months ago
I find it kind of funny that Samsung is basically the only company that can actually supply OLED screens to Apple in the right capacity to launch the iPhone 8 and yet they don't use this as a competitive advantage over Apple.

The iPhone 8 design is heavily dependent on using an OLED screen. If Samsung didn't agree to supply the OLED screens to Apple, there would be no iPhone 8.

I'd be curious to know what kind of secret agreement there is between Apple and Samsung. It can't be just about producing screens and getting a little bit more money out of it.
You overestimate the dependence on OLED and Samsung's competitive advantage. Using OLED is hardly a make or break feature for iPhone. If Apple can remove Touch ID, do you really think OLED is a must? Is there some major deficiency with the iPhone 7 display that needs fixing?

At least one other Korean and three other Chinese companies are producing OLED. Being the sole supplier is not just "a little bit more money." It's a lot of money supplying 200 million units. The Samsung Group is a conglomerate because they do large scale businesses and cut other competitors out. Not supplying Apple with OLED and letting LG, Tianma, BOE, and CSOT take the business this year or next year is short sighted.
Score: 7 Votes (Like | Disagree)
Zirel Avatar
54 months ago
I find it kind of funny that Samsung is basically the only company that can actually supply OLED screens to Apple in the right capacity to launch the iPhone 8 and yet they don't use this as a competitive advantage over Apple.
Because people want an iPhone and not a Samsung, even if the Samsung has an OLED screen.

And because OLED technology is not exclusive to Samsung. If they don’t give Apple the OLEDs, LG and others would be happy to serve.

Is that difficult to understand?
Score: 5 Votes (Like | Disagree)
truthertech Avatar
54 months ago
I find it kind of funny that Samsung is basically the only company that can actually supply OLED screens to Apple in the right capacity to launch the iPhone 8 and yet they don't use this as a competitive advantage over Apple.

The iPhone 8 design is heavily dependent on using an OLED screen. If Samsung didn't agree to supply the OLED screens to Apple, there would be no iPhone 8.

I'd be curious to know what kind of secret agreement there is between Apple and Samsung. It can't be just about producing screens and getting a little bit more money out of it.
That's not how it works in the business world. First, there would be a new 7s and a new 8, even if it didn't have an OLED screen and there will be many other advances beyond the OLED. The current phone doesn't have OLED, yet smokes Samsung's best phones by such a massive amount in sales that they aren't in the same league.

More importantly, Samsung is a conglomerate and it would be insanity for Samsung to forego billions of dollars in profits, this year and in subsequent years from the sale of OLED screens to Apple. Whatever small percentage of people who would not purchase an iPhone simply because it didn't have an OLED screen would bring an insignificant amount of revenue to Samsung compared to the loss of billions.
Score: 5 Votes (Like | Disagree)
JPack Avatar
54 months ago
Apple sells roughly around 45 million iPhone per quarter. Only 92 million OLED panels for two years won't be enough to supply everyone with the new OLED iPhone. Therefore many Apple fans won't be able to get the new OLED iPhone on time, even if they can afford one, thus forced to get the iPhone 7S (or something else, but Apple fans will always get iPhone).

Let's assume that both LG and Samsung can provide 200 million panels a year, but only 70 million this year won't be enough for everyone to get OLED...
Not every Apple phone sold is a flagship phone. Apple continues to sell iPhone 6S and SE.

If you look at calendar Q1'17, only 15-20 million units sold per quarter are the flagship iPhone 7 Plus.
Score: 3 Votes (Like | Disagree)
LoveToMacRumors Avatar
54 months ago
Time for mass production. Let's go Apple
Score: 2 Votes (Like | Disagree)
ChromeCloud Avatar
54 months ago
I find it kind of funny that Samsung is basically the only company that can actually supply OLED screens to Apple in the right capacity to launch the iPhone 8 and yet they don't use this as a competitive advantage over Apple.

The iPhone 8 design is heavily dependent on using an OLED screen. If Samsung didn't agree to supply the OLED screens to Apple, there would be no iPhone 8.

I'd be curious to know what kind of secret agreement there is between Apple and Samsung. It can't be just about producing screens and getting a little bit more money out of it.
Score: 2 Votes (Like | Disagree)

Top Stories

m1x mac mini screen feature

High-End 'M1X' Mac Mini With New Design and Additional Ports Expected to Launch in the 'Next Several Months'

Sunday August 22, 2021 5:59 am PDT by
Apple can be expected to launch an updated high-end Mac mini with a new design and a faster "M1X" Apple silicon processor in the "next several months," Bloomberg's Mark Gurman reports. In the latest publication of his Power On newsletter, Gurman writes that a new high-end Mac mini, which has previously been reported to feature a new design with additional ports, can be expected to replace...
mac scanner permission error

Apple Says Fix Planned for 'You Do Not Have Permission to Open the Application' Error When Using a Scanner on Mac

Saturday August 14, 2021 6:15 am PDT by
In a newly published support document on its website, Apple has acknowledged an error that some users may receive when they try to use a scanner with a Mac in the Image Capture app, Preview app, or the Printers & Scanners section of System Preferences. A screenshot of the error message from the HP Support Community When attempting to use a scanner with a Mac, Apple said users might get an...
iCloud General Feature

iCloud+'s New Custom Email Domain Feature Now Available in Beta

Wednesday August 25, 2021 7:48 am PDT by
Starting with iOS 15, iPadOS 15, and macOS Monterey, users with a paid iCloud+ storage plan can personalize their iCloud email address with a custom domain name, such as johnny@appleseed.com, and the feature is now available in beta. iCloud+ subscribers interested in setting up a custom email domain can visit the beta.icloud.com website, select "Account Settings" under their name, and select ...
original iphone

Phil Schiller Says iPhone Was 'Earth-Shattering' Ten Years Ago and Remains 'Unmatched' Today

Monday January 9, 2017 7:15 am PST by
To commemorate the tenth anniversary of the iPhone, Apple marketing chief Phil Schiller sat down with tech journalist Steven Levy for a wide-ranging interview about the smartphone's past, present, and future. The report first reflects upon the iPhone's lack of support for third-party apps in its first year. The argument inside Apple was split between whether the iPhone should be a closed...
macbookpro13large

macOS Big Sur Update Bricking Some Older MacBook Pro Models

Sunday November 15, 2020 5:33 am PST by
A large number of late 2013 and mid 2014 13-inch MacBook Pro owners are reporting that the macOS Big Sur update is bricking their machines. A MacRumors forum thread contains a significant number of users reporting the issue, and similar problems are being reported across Reddit and the Apple Support Communities, suggesting the problem is widespread. Users are reporting that during the...
m1 imac orange

New iMac Tidbits: Headphone Jack on Side, Ethernet Port on Power Adapter, Spatial Audio and WiFi 6 Support, No SD Card Slot

Wednesday April 21, 2021 6:38 am PDT by
Apple yesterday announced a completely redesigned 24-inch iMac with the M1 Apple silicon chip. The new iMac, the first major redesign of the Mac desktop computer since 2012, has several changes compared to the previous generation. In the aftermath of the event, a few new features and tidbits may have slipped under the radar, so we’ve compiled this list of some of the less-talked-about...
General YouTube Feature 1

YouTube Premium and Music Surpass 50 Million Subscribers

Friday September 3, 2021 2:19 am PDT by
YouTube says it has passed 50 million subscribers for its Premium and Music subscriptions, making it the "fastest growing music subscription" service in the world, according to YouTube's global head of music, Lyor Cohen. YouTube says that it has more than 50 million paying subscribers collectively across YouTube Premium and YouTube Music. The Google-owned service says it attributes this...
Top Stories 75 Thumbnail

Top Stories: Last-Minute iPhone 13 Rumors, Apple Announces App Store Changes, and More

Saturday September 4, 2021 6:00 am PDT by
The finish line is in sight! Apple's annual iPhone event is likely just a week or so away and all eyes will be on the company as it unveils the next version of its most popular product line. With any luck, we'll also see the next-generation Apple Watch and perhaps even some new AirPods. Other news this week saw Apple making some more changes to its App Store policies in response to a...
omg lightning cable comparison

Security Researcher Develops Lightning Cable With Hidden Chip to Steal Passwords

Thursday September 2, 2021 6:59 am PDT by
A normal-looking Lightning cable that can used to steal data like passwords and send it to a hacker has been developed, Vice reports. The "OMG Cable" compared to Apple's Lightning to USB cable. The "OMG Cable" works exactly like a normal Lightning to USB cable and can log keystrokes from connected Mac keyboards, iPads, and iPhones, and then send this data to a bad actor who could be over a...
studio buds family

Beats Studio Buds Debuting Today With Active Noise Cancellation, Stemless Design, and More for $150

Monday June 14, 2021 8:00 am PDT by
We've seen a lot of teasers about the Beats Studio Buds over the past month since they first showed up in Apple's beta software updates, and today they're finally official. The Beats Studio Buds are available to order today in red, white, and black ahead of a June 24 ship date, and they're priced at $149.99. The Studio Buds are the first Beats-branded earbuds to truly compete with AirPods...