LG Display to Supply 20 Million OLED Panels for 6.1-inch 'iPhone 12'

Apple is expected to launch an all-OLED iPhone lineup this year, and while Samsung is understood to be providing the majority of the OLED panels, LG Display is reportedly poised to benefit the most from the extra demand, with Samsung's order volume rising only slightly on previous years.


Of the four new models coming this year, rumors have indicated that Samsung will supply the displays for three models: the 5.4-inch entry-level ‌iPhone 12‌ and 6.1-inch and 6.7-inch "‌‌iPhone 12‌‌ Pro" models. Samsung is reportedly planning to ship 30-35 million displays for the 5.4-inch model and 15-20 million displays for each of the high-end 6.1-inch and 6.7-inch models. Meanwhile, LG Display is expected to supply 20 million displays for the low-end 6.1-inch model.

LG Display's contribution is five times the volume from the previous year, according to a new Nikkei report. That's big news for a division that has endured six consecutive quarterly losses, and LG Display believes this will improve its finances considerably in the second half of the year as its OLED panel factories begin to operate at full capacity.

It's also positive news for Apple as it aims to diversify suppliers after paying high charges for Samsung's displays. After failing to meet projected ‌iPhone‌ sales in the second quarter of 2020, Apple was obligated to pay Samsung an estimated $950 million for missing OLED panel purchase targets. Apple is reportedly supporting LG Display's OLED development in part to reduce procurement costs and chip away at Samsung's monopoly on the display standard.

As Nikkei notes, however, there's no guarantee that Apple will continue to favor LG Display, which supplied Apple with LCD panels for the iPhone 11 last year but failed to improve the yield of its OLED panels and fully meet delivery targets the previous summer, which reportedly angered Apple.

Rival Chinese manufacturer BOE has also improved its OLED technology in part by recruiting former Samsung engineers, and Apple has started assessing production quality at BOE plants in the Chinese cities of Chengdu and Mianyang. A previous report even suggested BOE would supply a couple of million OLED displays for the low-end 6.1-inch ‌iPhone 12‌, but Nikkei's sources indicate that BOE's panels may be adopted next year, which is good news for LG Display this year, but would diminish its role as the main alternative to Samsung in 2021.

Related Roundup: iPhone 12

Top Rated Comments

(View all)
Avatar
6 days ago at 07:52 am


In the meantime, Apple still had to pay Samsung a hefty fine for missing the OLED order target?:oops:

I am guessing these LG displays must be either way cheaper than Samsung’s, or they were meant for completely different phones and Apple couldn’t just use the Samsung displays across the line.

Apple isn’t going to use inferior screens intended for “other phones”. Apple’s screens, as Apple has stated, use Apple technology, but are made by Samsung, and now, others.

if you bothered to read the entire article, you would know that Apple is intending, and has been for several years, to diversify its supply chain involving screens. This is not something we just learned. Apple has been trying to get LG’s screen quality up to the point where Apple could use them. There are two,other screen suppliers Apple has been working with as well.

and yes, it’s been thought that Samsung was taking advantage of the fact that they were the only one capable of supplying screens to Apple, and raising the prices as a result. No company likes when that happens.
Score: 2 Votes (Like | Disagree)
Avatar
6 days ago at 06:33 am
I've been becoming so careless of all the display specs, who makes it, where it comes from and even how good it is. And I'm about to reach a pair of reading glasses anyway....!
Score: 2 Votes (Like | Disagree)
Avatar
6 days ago at 08:04 am


In other words “dont buy the 6.1” iphone”
So the smaller and the cheapest 5.4” one will probably get a better display made by samsung?!

I‘m surprised it took a whole 9 posts to get to the first one complaining about the lower quality of the not even delivered displays.
Score: 1 Votes (Like | Disagree)
Avatar
6 days ago at 06:49 am


That's the NON-Pro 6.1" that won't be getting the DRAM upgrade to LPDDR5 !

Choose wisely !

Please explain why a screen manufacturer has any impact on the type of RAM used. It doesn't make sense.
Score: 1 Votes (Like | Disagree)
Avatar
6 days ago at 06:53 am
In other words “dont buy the 6.1” iphone”
So the smaller and the cheapest 5.4” one will probably get a better display made by samsung?!
Score: 1 Votes (Like | Disagree)
Avatar
6 days ago at 08:29 am


Yay! That’s a good news!!!

After several years of LG OLED panels on owned devices, I would say it's really bad news.
They never caught up to Samsung's AMOLEDs (specially in reliability and color uniformity).
Score: 1 Votes (Like | Disagree)

Top Stories

Apple Confirms This Year's iPhone 12 Models Will Be a Little Bit Late

Thursday July 30, 2020 2:34 pm PDT by
During today's earnings call covering the third fiscal quarter of 2020 (second calendar quarter) Apple CFO Luca Maestri confirmed that Apple is expecting to release this year's iPhones later than usual. Maestri said that Apple last year started selling iPhones in late September, but this year, Apple projects supply will be "available a few weeks later." Multiple rumors have suggested that ...

Apple-Acquired Dark Sky Officially Shuts Down Android App

Saturday August 1, 2020 3:43 pm PDT by
Apple in March purchased weather app Dark Sky, and at that time, Dark Sky's developers said that the app's Android version would be discontinued on July 1, 2020. However, instead of shuttering the app on that date, the app's developers announced that the discontinuation would be delayed for another month. Now that it's August, Android users are no longer able to access the app, and...

Apple Watch Series 6 to Feature Blood Oxygen Monitoring Sensor

Friday July 31, 2020 1:56 am PDT by
The Apple Watch Series 6 will add blood oxygen monitoring to its features list when it's launched later this year, according to a new report from DigiTimes. Apple Watch 6 will feature biosensors that can monitor sleeping conditions, detect blood oxygen and measure pulse rates, heartbeats and atrial fibrillation, and will also incorporate MEMS-based accelerometer and gyroscope, all allowing the ...

Just How Small Will the 5.4-Inch iPhone 12 Screen Be? Try It Out for Yourself

Tuesday July 28, 2020 12:57 pm PDT by
As rumors of the iPhone 12 have continued to build over the past few months, the one model that has the most excitement around it is the smallest 5.4" model. The iPhone 12 is believed to be coming in 5.4", 6.7", and 6.1" sizes. Dummy models have shown how much smaller the 5.4" is compared to the rest of the iPhone lineup. The upcoming 5.4" iPhone falls in-between the size of the original...

Top Stories: Try the 5.4-Inch iPhone 12 Display Size, Blockbuster Earnings, Tim Cook at Antitrust Hearing

Saturday August 1, 2020 6:00 am PDT by
Another busy week of Apple news and rumors has wrapped up, with a lot of focus on Tim Cook's appearance at a Congressional antitrust hearing and a blockbuster earnings report. Subscribe to the MacRumors YouTube channel for more videos. We continued to hear rumors about the upcoming iPhone 12 lineup, including a rare admission from Apple that the lineup will launch "a few weeks later" than...

Emails Reveal Why Steve Jobs and Phil Schiller Blocked In-App Purchase of Kindle Books

Friday July 31, 2020 6:25 am PDT by
Internal Apple emails, made public by the House Judiciary Committee's antitrust inquiry, have revealed information about why Apple blocked in-app purchases of Kindle books on iOS devices, reports The Verge. Two sets of emails between Steve Jobs, Phil Schiller, Eddy Cue, and various other senior Apple executives, disclose the exact thinking behind how Apple approached Kindle on iOS. The...

Battery Likely for Upcoming Apple Watch Series 6 Filed in Certification Listings

Saturday August 1, 2020 5:46 am PDT by
A battery likely for the upcoming Apple Watch Series 6 has been filed at the Korea Testing and Research Institute and discovered by a Twitter user @yabhishekhd. Certification for a 1.17Wh battery with a capacity of 303.8mAh was issued on June 23 by the KTR, a Korean regulatory body that approves and tests new hardware ahead of public sale. The battery seems to be destined for a future...

Apple Marks Return of NHL With New 'Hockey Tape' Ad Shot on iPhone 11 Pro

Saturday August 1, 2020 2:33 am PDT by
Apple today marked the return of NHL hockey with a new "Shot on iPhone" ad on its YouTube channel in Canada. Titled "Hockey Tape," the 30-second video features Vegas Golden Knights players Marc-André Fleury and Mark Stone having some on-ice fun with the iPhone 11 Pro, which they attach to the boards, a hockey stick, and a skate with hockey tape. "See the game like never before with Ultra ...

Apple Launches New Gift Card for 'Everything Apple'

Friday July 31, 2020 3:45 am PDT by
Apple has introduced a new single gift card in the U.S. for all things Apple. First spotted by iCulture, the card can be used at the App Store and other online services, but you can also use it to buy products and accessories in the Apple Store. Previously, there were two separate Apple gift cards available: iTunes cards, which can be used for App Store, iTunes Store, and iCloud storage...

Leaker Jon Prosser Claims iPhone 12 and New iPads Will Launch in October

Wednesday July 29, 2020 4:15 pm PDT by
Leaker Jon Prosser, who has a somewhat mixed track record when it comes to predicting Apple's plans, today said that new iPhone 12 models and new iPads will launch in October. Multiple rumors have suggested that some or all of the iPhone 12 models coming this year will see a later than normal launch. Apple typically unveils and releases new iPhones in the month of September, but problems...