Samsung Display is supply over 70% of the OLED panels that Apple use for its iPhone 14 series, TheElec has learned.
This is thanks to the company’s already dominant position helped by setbacks of rivals LG Display and BOE, sources said.
Apple is expected to use over 120 million units of OLED panels for iPhone 14.
Samsung Display is expecting to ship mid-80 million units out of that total, the sources added.
LG Display is expected to ship mid-20 million units while BOE is to ship up to 6 million units.
Apple’s latest iPhones use low-temperature polycrystalline silicon (LTPS) thin-film transistor (TFT) OLED for the two lower-end models and low-temperature polycrystalline oxide (LTPO) TFT OLED panels for the two higher-tier models.
The regular 6.1-inch and 6.7-inch Plus models use LTPS while the 6.1-inch Pro and 6.7-inch Pro Max use LTPO.
Samsung Display supplies OLED panels for all four models; LG Display supplies LTPS for the regular 6.1-inch model and LTPO for the 6.7-inch Pro Max model. BOE only supplies LTPS for the 6.1-inch regular iPhone.
Out of the mid-80 million units it will ship, Samsung Display expects over 60 million units to come from the 6.1-inch Pro and 6.7-inch Pro Max models as these are selling better than expected.
LG Display also faced problems in production for the OLED panels aimed at Pro Max, allowing Samsung Display to gain more shares early on/
BOE likely expected more shipments but the regular iPhone 14 model is selling less than expected.