LG Display expected to ship more OLED panels for iPhones this year
P&H Tech will be the sole supplier high refractive index capping layer (CPL) to LG Display for OLED panels that will be used in Apple’s iPhones, TheElec has learned.
LG Display have previously procured CPL from affiliate LG Chem but has changed the supplier for OLED panels that will be on iPhones 13 launching later this year.
CPL is accessory layer on top of the cathode of light emitting layers. CPL is used to limit the loss of light and makes sure the light are headed towards the display.
High refractive index CPL changes the material characteristic from the previous CPL to increase the refractive index. This reduces power consumption.
Apple has changed the CPL to the higher refractive index one for the OLED panels that will be used in its new iPhones.
P&H is expected to see its earnings improve from the order from LG Display.
LG Display is expected to ship more OLED panels to Apple compared to the previous year.
The company is planning to manufacture 30 million units of OLED panels for iPhone 13 this year. Rival Samsung Display is planning to produce 80 million units of OLED panels.
LG Display had shipped 25 million units to Apple last year for the iPhone 12 series.
For the entire year of 2021, the South Korean display panel maker is expected to ship a total of 50 million for legacy iPhone 12 phones and the new iPhone 13 series.
Samsung Display is expected to ship somewhere between 120 million units to 130 million units of panels to Cupertino this year.
Apple is planning to order components for 90 million units of phones this year, which is a 20% increased compared to the previous year.
However, uncertainty remains as Apple CEO Tim Cook warned during the company’s second quarter conference call that the component shortage is affecting its iPhone production.
Meanwhile, P&H Tech also supplies materials to LG Display for large OLED panels (made from Gen 8.5 substrate). P&G Tech is an OEM of US firm Dupont for blue hosts used in large OLED panels.