On Monday, a report from South Korea's ET News claimed that Apple's transition to a full OLED iPhone lineup will be complete in 2019. This would mark the first time Apple has relied entirely on the organic light-emitting diode panel technology and not included LCD panels in any way, but now a group of analysts have responded to the report and argued that the 2019 timeframe might be inaccurate (via Bloomberg).

iphonexretinadisplay
Jay Kwon, an analyst with JPMorgan, said that it's too early for a switch to OLED-only production for the iPhone. This is because the OLED screens would make the smartphones more expensive, removing the chance for a "low-cost" iPhone model like the LCD version believed to be coming in 2018, and Kwon argued that Apple likely needs more time to find additional OLED suppliers besides its current sole supplier in Samsung Display.

While Apple has embraced OLED, most analysts said they don’t see the switch happening in 2019.

“It is unlikely that Apple will be releasing three OLED models next year,” said Jeff Pu, an analyst at Taipei-based Yuanta Securities Investment Consulting. The other major OLED supplier, LG Display, has struggled to move into mass production and isn’t likely to boost OLED production for Apple in 2019 from 5 million to 10 million units expected this year, he said.

While rumors about Apple's incoming shift to an entire OLED iPhone lineup have been around for over a year, shares of suppliers reacted quickly in response to the new report from ET News. Goldman Sachs analysts Daiki Takayama and Jie Dai believed that "share prices have overreacted" to the news, because they "think it is unlikely that all 2019 iPhone models will switch to OLED screens."

Arthur Liao, an analyst with Fubon Securities, said he has not heard anything from his own supply chain sources in Taiwan regarding Apple moving to all OLED iPhone models in 2019. Most analysts repeatedly pointed towards pricing as an issue, including IHS Markit analyst Jerry Kang: "Apple hasn't been able to expand on its iPhone X production because of market demand and price issues." Kang said that while Apple's plan is to ultimately "go full OLED," the real "question mark" is determining what year the company will make that shift.

In an effort to reduce reliance on Samsung Display, Apple has reportedly invested billions of dollars to help LG get up and running with OLED technology, and LG has been rumored to be the supplier for this year's "iPhone X Plus." Besides that model, Apple is predicted to release two other iPhones in 2018: a second generation iPhone X and a low-cost, 6.1-inch option with a similar full-face display as seen on the iPhone X, but with LCD rather than an OLED display.

Related Roundup: iPhone 11
Related Forum: iPhone

Top Rated Comments

thebeans Avatar
43 months ago
('https://www.macrumors.com/2018/05/30/analysts-cast-doubt-on-oled/')


On Monday, a report from South Korea's ET News ('https://www.macrumors.com/2018/05/28/2019-iphones-oled/') claimed that Apple's transition to a full OLED iPhone lineup will be complete in 2019. This would mark the first time Apple has relied entirely on the organic light-emitting diode panel technology and not included LCD panels in any way, but now a group of analysts have responded to the report and argued that the 2019 timeframe might be inaccurate (via Bloomberg ('https://www.bloomberg.com/news/articles/2018-05-30/apple-switch-to-all-oled-iphone-lineup-seen-unlikely-by-2019')).



Jay Kwon, an analyst with JPMorgan, said that it's too early for a switch to OLED-only production for the iPhone. This is because the OLED screens would make the smartphones more expensive, removing the chance for a "low-cost" iPhone model like the LCD version believed to be coming in 2018, and Kwon argued that Apple likely needs more time to find additional OLED suppliers besides its current sole supplier in Samsung Display.
While rumors about Apple's incoming shift to an entire OLED iPhone lineup have been around for over a year ('https://www.macrumors.com/2017/03/06/apple-every-iphone-oled-2019/'), shares of suppliers reacted quickly in response to the new report from ET News. Goldman Sachs analysts Daiki Takayama and Jie Dai believed that "share prices have overreacted" to the news, because they "think it is unlikely that all 2019 iPhone models will switch to OLED screens."

Arthur Liao, an analyst with Fubon Securities, said he has not heard anything from his own supply chain sources in Taiwan regarding Apple moving to all OLED iPhone models in 2019. Most analysts repeatedly pointed towards pricing as an issue, including IHS Markit analyst Jerry Kang: "Apple hasn't been able to expand on its iPhone X production because of market demand and price issues." Kang said that while Apple's plan is to ultimately "go full OLED," the real "question mark" is determining what year the company will make that shift.

In an effort to reduce reliance on Samsung Display, Apple has reportedly invested billions of dollars to help LG get up and running with OLED technology ('https://www.macrumors.com/2017/07/28/apple-investing-billions-in-lg-for-oleds-report/'), and LG has been rumored to be the supplier for this year's "iPhone X Plus." Besides that model, Apple is predicted to release two other iPhones in 2018: a second generation iPhone X and a low-cost, 6.1-inch option with a similar full-face display as seen on the iPhone X, but with LCD rather than an OLED display.

Article Link: Analysts Cast Doubt on Report of Apple's Transition to Full OLED iPhone Lineup in 2019 ('https://www.macrumors.com/2018/05/30/analysts-cast-doubt-on-oled/')
And there’s also the thing that OLED kinda sucks. Overly saturated cartoonish colors, screen burn etc.
Score: 2 Votes (Like | Disagree)
Porco Avatar
43 months ago
Macrumors Comment Indicates Confused User Unsure What To Believe.

I think they will all have OLED displays. Either that, or they won’t all have OLED displays yet.
Score: 2 Votes (Like | Disagree)
bodonnell202 Avatar
43 months ago
It's really all hearsay at this point. While Apple is definitely already working on the technology that will go into the iPhones they release in 2019 I doubt they have definitively determined which display panels they will use in each iPhone that will released roughly 16 months from now...
Score: 1 Votes (Like | Disagree)
Eggtastic Avatar
43 months ago
I was hoping for a retro CRT display this time around...

To be serious I can't wait for micro-led technology.
Score: 1 Votes (Like | Disagree)

Top Stories

calculatorapp

iOS 11 Bug: Typing 1+2+3 Quickly in the Calculator App Won't Get You 6

Tuesday October 24, 2017 2:03 pm PDT by
A bug in the built-in Calculator app in iOS 11 is getting some major attention this week, despite the fact that it's been around since iOS 11 was in beta testing. At issue is a calculator animation that causes some symbols to be ignored when calculations are entered in rapid succession. You can try it for yourself: Type 1+2+3 and then the equals sign into the Calculator app quickly. Due to...
gradiente iphone white

Brazilian Electronics Company Revives Long-Running iPhone Trademark Dispute

Tuesday May 19, 2020 1:06 pm PDT by
Apple has been involved in a long-running iPhone trademark dispute in Brazil, which was revived today by IGB Electronica, a Brazilian consumer electronics company that originally registered the "iPhone" name in 2000. IGB Electronica fought a multi-year battle with Apple in an attempt to get exclusive rights to the "iPhone" trademark, but ultimately lost, and now the case has been brought to...
iPhone 13 Dummy Thumbnail 2

Full iPhone 13 Feature Breakdown: Everything Rumors Say We Can Expect

Tuesday August 31, 2021 7:50 am PDT by
With the launch of Apple's iPhone 13 lineup believed to be just a few weeks away, we have compiled all of the coherent rumors from our coverage over the past year to build a full picture of the features and upgrades coming to the company's new smartphones. For clarity, only explicit improvements, upgrades, and new features compared to the iPhone 12 lineup are listed. It is worth noting that...
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...
iPhone 13 Dummy Thumbnail 2

Kuo: iPhone 13 to Feature LEO Satellite Communications to Make Calls and Texts Without Cellular Coverage

Sunday August 29, 2021 7:39 am PDT by
The iPhone 13 will feature low earth orbit (LEO) satellite communication connectivity to allow users to make calls and send messages in areas without 4G or 5G coverage, according to the reliable analyst Ming-Chi Kuo. In a note to investors, seen by MacRumors, Kuo explained that the iPhone 13 lineup will feature hardware that is able to connect to LEO satellites. If enabled with the relevant...
maxresdefault

New MacBook Pro Models Coming at WWDC, Suggests Leaker

Monday May 24, 2021 1:27 pm PDT by
New MacBook Pro models are coming at WWDC, according to leaker Jon Prosser who has a mixed track record when it comes to predicting Apple's plans. Subscribe to the MacRumors YouTube channel for more videos. Prosser provided no additional information, but there are new 14 and 16-inch MacBook Pro models in the works. The new MacBook Pros will feature the most radical redesign to the MacBook Pro ...
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...
iphone 12 colors 2021

iPhone 12 Colors: Deciding on The Right Color

Thursday November 5, 2020 8:35 am PST by
The iPhone 12 and iPhone 12 Pro arrived last October in a range of color options, with entirely new hues available on both devices, as well as some popular classics. The 12 and 12 Pro have different color choices, so if you have your heart set on a particular shade, you might not be able to get your preferred model in that color. iPhone 12 mini and iPhone 12 The iPhone 12 mini and iPhone 12...
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...
M1X MBP Feature

Leaker: Upcoming MacBook Pro to See Price Hike Over Current Model, Equal Performance Across 14 and 16-Inch Sizes

Tuesday August 24, 2021 5:28 am PDT by
The upcoming 14-inch MacBook Pro is set to be more expensive than the current 13-inch MacBook Pro and both the 14 and 16-inch models will offer the same performance, according to the leaker known as "Dylandkt." The leaker shared the information on Twitter, explaining that both of the upcoming MacBook Pro models, expected to come in 14 and 16-inch sizes, will feature the same performance due...