LGD struggling with flexible OLED production yields, Apple scales back Watch production

Apple is set to start shipping the Watch wearable device in exactly one month (on April 24th)- with its flexible plastic-based AMOLED display produced by LG Display. A report from China claims that Apple has cut the expected monthly production rate by 50% - due to problems with the AMOLED display.

The report suggests that LG Display struggles with production yields, and Apple only accepts around 30-40% of the screens produced by LGD. Apple planned to produce about 2.5-3 million Watch devices each month, and this has been scaled back to 1.25-1.5 million devices.

Some earlier reports suggested that Apple is in talks with SDC to supply displays for the next-gen Watch. If these current reports are true, it's likely that Apple will need Samsung more than ever. This may also cause Apple to help expedite Foxconn's rumored OLED fab.

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Posted: Mar 24,2015 by Ron Mertens