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.

Posted: Mar 24,2015 by Ron Mertens