LG Display to Supply Apple With 2-4 Million OLED Panels for This Year's 'iPhone X Plus'

Apple's multi-billion dollar investment in LG Display to start supplying OLED technology is close to bearing fruit, reports Bloomberg. According to the report's sources, the Korean firm is almost ready to become Apple's second supplier for OLED screens, allowing Apple to reduce its reliance on Samsung, currently the sole manufacturer of the panels in iPhone X models.

kuo2018iphonelineup2

The first OLED screens from LG Display will be used in one model of the new iPhones slated for release this year, the people said. LG Display wants to supply all the screens for that Apple model, though it is not clear it can yet achieve that, one of the people said. The shipment is subject to two layers of approval, the first of which is expected around July, the people said.

Previous rumors have suggested LG will be the supplier for this year's 6.5-inch "iPhone X Plus". The sources in today's report claim LG Display will initially supply between 2 million and 4 million units, as it continues to work on ramping up capacity. While those figures are small relative to Apple's sales, the sources note that they would help Apple gain leverage in price negotiations with Samsung as it looks to eventually switch to OLED-only production for iPhone.

In April, The Wall Street Journal claimed that mass production challenges had caused LG to fall behind the schedule it had agreed with Apple. As a result, opinions within Apple were said to be divided on whether LG Display would be in a position to complement Samsung as a second source of OLED displays for the upcoming iPhones. However, analysts at investment firm Susquehanna estimated that LG will supply as much as 20 percent of OLED displays for the 2018 lineup.

Apart from the "iPhone X Plus", Apple is expected to release two other iPhone models 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.

Last month, South Korea's ET News reported that Apple's transition to a full OLED iPhone lineup will be complete in 2019. However, analysts immediately cast doubt on that claim, arguing that the switch would be too early and effectively remove the chance for a "low-cost" iPhone model like the LCD version believed to be coming this year. The same view is also supported by today's report:

The latest move does not indicate Apple is aiming for adoption of OLED screens for all of its iPhones next year and it is more about diversifying its suppliers, one of the people said.

According to The Investor, Apple is investing 3 trillion won ($2.67 billion) in LG's OLED production for smartphones. LG is said to be building a production line dedicated to iPhone orders only, as part of its agreement with Apple.

Related Forum: iPhone

Top Rated Comments

dan110 Avatar
44 months ago
You haven't even seen the new iPhone yet and you're already making a decision about it? After all the bad press the Pixel 2 XL got, I can almost guarantee you Apple's implementation will be far better.
Wait ... aren't you doing the same thing that you're accusing him of doing?
Score: 20 Votes (Like | Disagree)
Relentless Power Avatar
44 months ago
Let’s hope LG’s OLED panels don’t have the consistency issues that the Pixel 2 experienced. Otherwise, I look forward to the side-by-side comparisons with the Samsung OLED panel from The 5.8 iPhone X to the 6.5 X Plus LG panel if true.
Score: 18 Votes (Like | Disagree)
Oraichu Avatar
44 months ago
No notch please. Really ruins the iphone X design.
Score: 10 Votes (Like | Disagree)
johnyslats Avatar
44 months ago
Encouraging news for any would be X Plus buyers. With numbers so small the odds of a getting a Samsung panel are even greater. I can see the threads already... ‘Is yours a Samsung or LG Panel’
Score: 9 Votes (Like | Disagree)
The-Rift Avatar
44 months ago
After seeing the Pixel 2 XL screen and how blue it is, I won’t be getting the plus. I’ll stick to the one with the LCD screen.
Score: 7 Votes (Like | Disagree)
and 4096 others like this Avatar
44 months ago
Would be cool to have 4,5" iPhone X in form of SE. X is just to expensive for my needs and new LCD 6,1" is just too big (almost same dimensions as Samsung Galaxy S8). If Apple will not update SE, then I guess I have to buy iPhone 8. Much cheaper and dimensions close to X...
Score: 6 Votes (Like | Disagree)

Related Stories

General Apps Messages

Android iMessage Competitor Puts Pressure on Apple

Friday July 30, 2021 3:15 am PDT by
Google and the three major U.S. carriers, including Verizon, AT&T, and T-Mobile, will all support a new communications protocol on Android smartphones starting in 2022, a move that puts pressure on Apple to adopt a new cross-platform messaging standard and may present a challenge to iMessage. Verizon recently announced that it is planning to adopt Messages by Google as its default messaging...
iphone 13 teal with text

Apple Begins Preparation for iPhone 13 Production Ahead of Fall Launch

Monday June 28, 2021 3:29 am PDT by
We're just a few months away from when Apple is expected to reveal the 2021 iPhone, dubbed the "iPhone 13." In preparation for its launch, it has been pulling in shipments of different components needed to produce the new iPhones, according to a report from DigiTimes. In years past, Apple released its latest iPhone lineup, alongside a new Apple Watch, during a September event at Apple Park....
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...
bluetti eb70 main

MacRumors Giveaway: Win a Bluetti EB70 Portable Power Station and 200W Solar Panel

Friday September 3, 2021 11:13 am PDT by
For this week's giveaway, we've teamed up with MAXOAK to offer MacRumors readers a chance to win a Bluetti portable power station and an accompanying solar panel. Bluetti makes a range of portable power station options that are useful for camping, emergencies, power outages, off-grid living, and similar situations. The Bluetti EB70 is a solid middle of the road option that offers 716Wh and...
apple privacy

Apple Publishes FAQ to Address Concerns About CSAM Detection and Messages Scanning

Monday August 9, 2021 1:50 am PDT by
Apple has published a FAQ titled "Expanded Protections for Children" which aims to allay users' privacy concerns about the new CSAM detection in iCloud Photos and communication safety for Messages features that the company announced last week. "Since we announced these features, many stakeholders including privacy organizations and child safety organizations have expressed their support of...
macos catalina legacy system extension alert

Apple Begins Warning Users That 'Legacy System Extensions' Won't Work With a Future Version of macOS

Wednesday March 25, 2020 9:53 am PDT by
Apple has shared a new support document that indicates kernel extensions — which it calls "legacy system extensions" — will not be compatible with a future version of macOS because they "aren't as secure or reliable as modern alternatives."System extensions are a category of software that works in the background to extend the functionality of your Mac. Some apps install kernel extensions, which...
General Spotify Feature

Spotify Pauses Plans to Add AirPlay 2 Support to iOS App [Update: Spotify Clarifies]

Friday August 6, 2021 9:07 am PDT by
See update at bottom of article Spotify this week confirmed that its plans to add AirPlay 2 support to its iOS app have been placed on indefinite hiatus. In an online discussion forum post, a Spotify representative said the streaming music service had been working on supporting AirPlay 2, but the company has paused the efforts "for now" due to "audio driver compatibility issues." The...
youtube apple tv

YouTube Discontinuing 3rd-Generation Apple TV App, AirPlay Still Available

Wednesday February 3, 2021 3:09 pm PST by
YouTube is planning to stop supporting its YouTube app on the third-generation Apple TV models, where YouTube has long been available as a channel option. A 9to5Mac reader received a message about the upcoming app discontinuation, which is set to take place in March.Starting early March, the YouTube app will no longer be available on Apple TV (3rd generation). You can still watch YouTube on...
os x mountain lion macs 16x9 2

Apple Makes OS X Lion and Mountain Lion Free to Download

Wednesday June 30, 2021 12:19 pm PDT by
Apple recently dropped the $19.99 fee for OS X Lion and Mountain Lion, making the older Mac updates free to download, reports Macworld. Apple has kept OS X 10.7 Lion and OS X 10.8 Mountain Lion available for customers who have machines limited to the older software, but until recently, Apple was charging $19.99 to get download codes for the updates. As of last week, these updates no...
Pixel Stand 23W 668x445

Google Pixel 6 Rumored to Support 23W Wireless Charging, Beating iPhone 12's MagSafe

Wednesday September 1, 2021 1:54 am PDT by
Google is rumored to be working on a new wireless charging stand that could deliver 23W of charging power to its upcoming Pixel 6 and Pixel 6 Pro phones, according to a leaked inventory image published by Android Police. Image via Android Police. If true, that would beat the iPhone 12's maximum 15W wireless charging speed (or 12W on ‌iPhone 12 mini‌) using Apple's MagSafe charger, and...