iPhone X Plus Should Lead Apple to Significantly Increase OLED Display Orders Next Year
Samsung Display will supply Apple with between 180 and 200 million flexible OLED displays for the iPhone in 2018, up from an estimated 50 million this year, according to The Korea Herald's sister publication The Investor.
While the report focuses on the iPhone X, it's likely that a portion of the OLED displays will go towards the "iPhone X Plus" rumored to launch alongside the second-generation iPhone X in the second half of 2018.
Like the Galaxy Note 8, the iPhone X Plus is expected to have a 6.4-inch display, but its overall physical size will likely be closer to an iPhone 8 Plus. Meanwhile, the next iPhone X will likely retain its 5.8-inch display.
With both a full year of iPhone X sales and the addition of the iPhone X Plus to the lineup in 2018, Apple will undoubtedly need many more OLED displays, so today's report about Samsung quadrupling its production next year makes sense. Samsung could reportedly gain an extra $22 billion in revenue from the orders.
The report also claims Samsung has achieved around a 90 percent yield rate, compared to around 60 percent earlier this year, meaning it is getting more efficient at making OLED displays that live up to Apple's strict quality standards. This could lead to improved shipping estimates for next year's launch.
The new iPhone X and iPhone X Plus will likely launch around the usual timeframe of September to October, potentially alongside a new 6.1-inch mid-range model with an LCD display that is predicted to start at around $649 to $749.
There's no word on how much the iPhone X Plus could cost yet, but given the iPhone X starts at $999, the larger version should have a four-digit price tag. Apple charges a $100 premium for other Plus-sized iPhones, so it's possible the iPhone X Plus could start at around $1,099, but it's too early to say.
Apple is likely to remain dependent on Samsung for supply of OLED displays next year, but the company is reportedly investing billions into LG building OLED display production lines dedicated to the iPhone by 2019.