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LG Display will provide 20 million OLED panels for 6.1-inch’iPhone 12′

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Apple is expected to launch a full OLED iPhone series this year, and Samsung is understood to provide most of the OLED panels, but it is reported that LG Display is expected to benefit the most from the additional demand, and Samsung’s order volume will only increase slightly in the previous few years.
Among the four new models to be released this year, there are rumors that Samsung will provide displays for three models: 5.4-inch entry-level "iPhone 12" and 6.1-inch and 6.7-inch "iPhone 12". "Professional Edition" model. According to reports, Samsung plans to ship 300-35 million displays for the 5.4-inch model, and 15-20 million displays for the high-end 6.1-inch and 6.7-inch models. At the same time, LG Display is expected to Provide 20 million displays for low-end 6.1-inch models.
According to the new "Nikkei Shimbun" report, LG Display's contribution is five times that of the previous year. This is big news for a department that has lost money for six consecutive quarters. LG Display believes that as its OLED panel factory starts full-scale production, this will greatly improve its financial situation in the second half of the year.
For Apple, this is also good news because it intends to diversify its suppliers after paying high fees for Samsung Display. After failing to reach the estimated iPhone sales in the second quarter of 2020, Apple had to pay Samsung US$950 million for not meeting its OLED panel purchase target. According to reports, Apple is supporting LG Display’s OLED development to partially reduce procurement costs and reduce Samsung’s monopoly on display standards.
However, as pointed out by the Nikkei, there is no guarantee that Apple will continue to favor LG Display. LG Display provided Apple with LCD panels for iPhone 11 last year, but failed to increase the output of OLED panels and fully reached the delivery last summer. aims. It is said to anger Apple.
Competitor Chinese manufacturer BOE has also hired former Samsung engineers to improve OLED technology, and Apple has also begun to evaluate the production quality of its BOE plants in Chengdu and Mianyang, China. Previous reports even suggested that BOE will provide 2 million OLED displays for the low-end 6.1-inch iPhone 12, but according to sources from Nikkei, BOE’s panels may be adopted next year, which is good news for LG Display this year. , But by 2021, its role as the main substitute for Samsung will weaken.
At the same time, Apple still pays a huge fine to Samsung for failing to meet the OLED order target? : Oops: I guess these LG monitors are definitely cheaper than Samsung, or they are used for completely different phones and Apple can't just use Samsung monitors on the entire production line.
In other words, "don't buy a 6.1" iphone, so the smaller and cheapest 5.4 "iphone" might get a better display from Samsung?
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Post time: Aug-01-2020