According to a new report from Korea, Samsung Display will supply around 40-50 million flexible AMOLED displays to Apple in the second half of 2019. Apple's latest iPhone lineup was met with positive market response (this was already reported earlier this month by Bloomberg).
According to the report, Samsung supplied Apple with 3.9 million OLEDs in July, 8.4 million in August and 9.9 million in September. Apple's original plan was to order 6.9 million panels in September but demand was stronger than expected.
This is good news for Samsung, who have seen a weak first half of 2019 as demand for Apple's phones were lower than expected (in fact Apple had to reimburse Samsung with a $684 million charge).
Interestingly, the report suggests that LG Display has secured a deal for 7-8 million OLED panels or the iPhone 11 Pro Max (6.5" 2688x1242 AMOLEDs). This was suggested in August, but we do not have confirmation yet.
