In a research note shared with MacRumors, Barclays analysts said fellow Korean company LG will likely support OLED display production for 2019 iPhones, possibly followed by Chinese manufacturer BOE as early as 2020.
Multiple reports have indicated that Apple may tap LG and BOE as additional OLED display suppliers. Apple aims to diversify its supply chain as much as possible, often securing at least two suppliers for any given component, a strategy that reduces its supply chain risk and improves its negotiating position.
Apple is widely expected to launch three new iPhones in 2019, including two higher-end 5.8-inch and 6.5-inch OLED models and one lower-end 6.1-inch LCD model. In 2020, rumors suggest Apple will complete its transition to an all-OLED lineup, including 5.4-inch, 6.1-inch, and 6.7-inch models.