UBI published some interesting data on Apple's smartphone OLED panels. The main supplier to Apple is Samsung Display, that shipped 124 million panels in 2024 to Apple, out of which 64 million were used in the iPhone 16 series. In 2025, Samsung will ship 125 million OLEDs to Apple (so only a slight increase), out of which 78 million will be used in the iPhone 17 series.
LG Display, Apple's second supplier, shipped 67.5 million panels to Apple in 2024, with 42 million being used in the iPhone 16 series. Next year LG Display will increase its shipments to 75.1 million units, with 45.6 million used in the iPhone 17 series. Apple's third supplier, BOE, shipped 43 million panels in 2024 to Apple (with only 6.6 million units for the iPhone 16), and this will grow to 45 to 50 million units in 2025.
UBI is also publishing its forecast for 2026. Samsung, LG and BOE will remain Apple's OLED suppliers, with Samsung shipments at around 120 million units, LGD at around 85 million units, and BOE at around 55 million units. It is expected that SDC will be Apple's sole foldable OLED supplier, with around 10 million units in 2026.
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