Apple wants LGD to supply it with flexible OLEDs starting in 2018

Apr 17, 2017

Apple is moving forward with its 2017 flexible OLED phones, and the company has to rely exclusively on Samsung Display as SDC is the only OLED maker capable to produce the capacity Apple needs and the quality flexible OLEDs.

LG Display 5.5'' flexible AMOLED panel (SID 2015)

But in 2018 LGD is also planning to ramp up its flexible OLED capacity, and according to a new report from Business Korea LGD was approached by Apple with an aim to secure LG's capacity for Apple's 2018 phones. LGD reportedly did not yet make a decision - which will have to be made at the end of June once its new Flexible OLED fab comes online.

Will Apple be forced to delay the launch of its OLED iPhone due to flexible OLED production issues?

Apr 06, 2017

A report in China's Economic Daily News suggests that technical issues related to the curved OLED production and the 3D sensing system may force Apple to delay the launch of its OLED iPhone.

iPhone 7 photo

Apple has reportedly decided to adopt a flexible OLED display in its 2017 iPhone 8 (or will it be a >$1000 iPhone X?) and yesterday it was claimed that Apple placed an order for 70 million such displays from Samsung Display. Interestingly in February 2017 TrendForce said that Apple decided to use a rigid glass-based OLED as it was not happy with production yields and drop-test results of SDC's flexible OLEDs.

OLED Handbook

Nikkei Asian Review: Apple ordered 70 million flexible OLED displays from SDC for the first OLED iPhone

Apr 04, 2017

The Nikkei Asian Review says that its sources claim that Apple ordered 70 million 5.2" flexible OLED displays for its first OLED iPhone, that will be launched by the end of 2017. IHS estimates that SDC actually plant to produce 95 million OLEDs for Apple in 2017 as it expects higher demand from Apple.

This report follows several reports of Apple's OLED orders in the past years. In 2016 it was suggested that Apple paid $4.3 billion upfront to secure 100 million panels, and in February 2017 it was reported that Apple ordered an extra 60 million OLED panels from Samsung Display.

Will Apple start pilot Micro-LED production by the end of the year?

Apr 02, 2017

An IDC Analyst estimates that Apple will start low-volume Micro-LED production in its plant in Taoyuan, Taiwan, by the end of 2017. Mass production will begin in 2018 with an aim to use these displays in future smart watch devices.

Apple Watch (metal) photo

Apple acquired Micro-LED developer LuxVuew in May 2014 and has not updated on the technology since, so this is all speculation at this stage. In 2016 Oculus acquired InfiniLED, another Micro-LED startup. Sony is also developing Micro-LED displays.

TrendForce: Apple decided not to use a flexible OLED in next iPhone

Feb 22, 2017

Countless reports claim that the 2017 iPhone 8 (or will it be a >$1000 iPhone X?) will use AMOLED displays for at least one variant. Most of these reports suggested that Apple want to use a flexible curved AMOLED display.

iPhone 7 photo

TrendForce, following talks to supply chain sources, now says that Apple was not happy with the production yields and drop-test results of those flexible OLEDs, and the company decided to adopt a flat display (with rounded edges, what is called 2.5D glass). This design is similar to the one used in current iPhone models.

Is Apple in talks with BOE regarding a future AMOLED deal?

Feb 15, 2017

Bloomberg says that Apple is in discussions with BOE Display to supply OLED displays for next generation iPhones. According to the story, Apple has been testing BOE's displays for months but has not made a decision yet. The deal under discussion is not for the 2017 iPhone (which will exclusively use Samsung-made OLED), but for the one coming in 2018 or maybe even later.

The 2017 iPhone 8 (or will it be a >$1000 iPhone X?) will reportedly use AMOLED displays for at least one variant. These will be produced by Samsung Display, and reports from 2016 suggested that Apple paid $4.3 billion upfront to secure 100 million panels. A couple of days ago it was reported that Apple ordered an extra 60 million OLED panels from Samsung Display.

Report suggest Apple ordered a second OLED deal from SDC

Feb 13, 2017

According to a report from Korea, Apple ordered an extra 60 million flexible OLED panels from Samsung Display for the next-generation iPhone, in a deal worth 5 trillion Korean Won, or about $4.3 billion.

iPhone 7 photo

The report says that this deal is an addition to Apple's original OLED order in late 2016. That 2016 deal, for 100 million OLEDs, was estimated at $4.3 billion as well, so it may be that this is actually the same display order that is just now being reported again.

Will Apple's 10th Anniversary OLED iphone cost over $1,000?

Feb 10, 2017

There are many reports that detail Apple's 2017 iPhone lineup, and it seems quite certain that Apple will indeed release a high-end iPhone model that will adopt a flexible OLED. Those OLEDs will be produced by Samsung Display (Apple apparently paid $4 billion in advance to secure those displays).

According to a new report from Fast Company, Apple will introduce three new iPhones in 2017 - the iPhone 7S and 7S Plus, with 4.7" and 5.5" LCD displays, and premium 5.8" iPhone that will sport the OLED display. Fast Company says that this phone will be called the iPhone X (as in the 10th iPhone), and it introduce several new features (besides the new display technology) - and carry a price tag of over $1,000.

Reports from Japan state that Sharp aims to build a $865 million OLED fab in China by 2019

Jan 19, 2017

According to a report from Japan's Nikkei Asian Review, Sharp will build an OLED production line at Foxconn's factory in Zhengzhou (northern China). The investment in this new fab will total around 100 billion yen (about $865 million) and production will begin in 2019. Sharp is specifically aiming to supply screens for Apple's future iPhones.

In October 2016 Sharp announced that it will invest $570 million to build OLED pilot lines in Osaka and in the Mie Prefecture. The pilot lines will begin OLED production in the summer of 2018. It was later reported that Sharp is considering to establish those lines in China instead - so it may be that this new Zhengzhou fab is actually the one reported in October.