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.

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 Roundup: iPhone XS

Top Rated Comments

(View all)
Avatar
25 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)
Avatar
25 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)
Avatar
25 months ago
No notch please. Really ruins the iphone X design.
Score: 10 Votes (Like | Disagree)
Avatar
25 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)
Avatar
25 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)
Avatar
25 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)

Top Stories

Apple's First MacBook Pro With a Retina Display Will Become 'Obsolete' in 30 Days

Monday June 1, 2020 7:50 am PDT by
If you are still hanging on to a Mid 2012 model of the 15-inch MacBook Pro with a Retina display, and require a new battery or other repairs, be sure to book an appointment with a service provider as soon as possible. In an internal memo today, obtained by MacRumors, Apple has indicated that this particular MacBook Pro model will be marked as "obsolete" worldwide on June 30, 2020, just over...

Five Mac Apps Worth Checking Out - June 2020

Tuesday June 2, 2020 2:25 pm PDT by
Apps developed for the Mac often don't receive as much coverage as apps designed for iPhones and iPads, so we have a series at MacRumors that highlights interesting Mac apps that are worth taking a look at. This month's apps are designed to make working from home a little bit easier. Subscribe to the MacRumors YouTube channel for more videos. Meeter (Free) - Working from home often...

Apple Music Joins Music Industry's Blackout Tuesday Awareness Campaign

Tuesday June 2, 2020 1:31 am PDT by
Apple Music has cancelled its Beats 1 radio schedule for Blackout Tuesday and is suggesting that listeners tune in to a radio stream celebrating the best in black music. Blackout Tuesday is a campaign organized by the music industry to support Black Lives Matter after Minneapolis citizen George Floyd was killed by police in the course of his arrest. On launching Apple Music, many users...

Next Apple Pencil Could Be Released in Black

Tuesday June 2, 2020 10:25 am PDT by
The next iteration of the Apple Pencil could be available in black for the first time, according to leaker Mr. White who shared the tidbit on Twitter this morning. A mockup of an Apple Pencil in black We haven't heard rumors of a next-generation Apple Pencil and it's not clear when a new model might be released. Apple is rumored to be working on mini-LED versions of the iPad Pro, and it's...

iPad Pro With A14X Chip, 5G, and Mini-LED Display Expected in First Half of 2021

Wednesday June 3, 2020 6:22 am PDT by
Apple plans to launch new iPad Pro models with an A14X chip, 5G connectivity, and a Mini-LED display in the first or second quarter of 2021, according to the increasingly reliable Twitter account L0vetodream. The leaker claims that the new iPad Pro models will be equipped with Qualcomm's Snapdragon X55 modem, which supports both mmWave and sub-6GHz. mmWave is a set of 5G frequencies that...

Apple Releases macOS Catalina 10.15.5 Supplemental Update With Security Fix

Monday June 1, 2020 10:56 am PDT by
Apple today released a supplemental update for macOS Catalina 10.15.5, the fifth update to the macOS Catalina operating system that was released in October 2019. The supplemental update comes a week after the release of the macOS Catalina 10.15.5 update. ‌macOS Catalina‌ 10.15.5 is a free update that can be downloaded from the Mac App Store using the Update feature in the System...

Tim Cook Addresses George Floyd's Death and Ensuing Protests and Riots as Apple Temporarily Closes Some U.S. Stores

Sunday May 31, 2020 8:04 pm PDT by
Amid unrest in numerous U.S. cities following last week's killing of George Floyd by police in Minneapolis, Apple CEO Tim Cook has shared an internal memo with employees (via Bloomberg) addressing the pain that many are feeling and urging others to commit "to creating a better, more just world for everyone." Cook also announced that Apple is making donations to several groups challenging...

iCloud Down for Many Users, Causing 'The Application You Have Selected Does Not Exist' Error [Update: Fixed]

Tuesday June 2, 2020 4:44 pm PDT by
iCloud appears to be down for many people at the current time, based on complaints from MacRumors readers and Twitter users. Apple's system status page was not initially displaying an error when the problems started, but has been updated to confirm an issue with iCloud account sign ins. The support site says that some users may be unable to sign in to their iCloud accounts and may also be...

iOS 14 Again Said to Be Compatible With All iPhones Able to Run iOS 13

Monday June 1, 2020 2:08 pm PDT by
iOS 14 will be compatible with all iPhones and iPod touch models able to run iOS 13, according to information shared today by Israeli site The Verifier. The compatibility data was allegedly found in a leaked version of iOS 14 and confirmed by what The Verifier says is a "trusted source from the system development process." iOS 13 is compatible with the iPhone 6s and later, with a full...

iPhone 13 Prototype Mockup Depicts Notch-Free Design and USB-C Port

Thursday June 4, 2020 10:07 am PDT by
We still have a few months to go before Apple unveils the iPhone 12, but rumors about the iPhone 13, coming in fall 2021, are already circulating. Japanese site Mac Otakara today shared a rough 3D printed mockup of a 5.5-inch iPhone said to be coming in 2021, which is from "Alibaba sources." The model may be built on leaked specifications and rumors, but where the info comes from is unclear. ...