Samsung Display is expected to see its supply of OLED panels for iPhones grow again this year.
The South Korean display panel maker received Apple’s approval for all models of OLED panels it will supply to the four models on the iPhone 15 Series and has begun delivery, TheElec has learned.
In contrast, LG Display received conditional approval from Cupertino for the OLED panels for iPhone Pro, but not the approval for iPhone Pro Max, sources said.
Meanwhile, BOE has yet to receive such approval for the OLED panels it was aiming to supply to the two lower-tier models of the Series. It has lost the initial order it could have won from Apple to Samsung Display.
These setback from rivals is expected to boost Samsung Display’s supply of OLED panels to Apple this year.
It was much the same last year as LG Display also faced production problems, which helped Samsung Display increase its volume and profit from its OLED panel supply.
Apple is expanding the application of Dynamic Island from the Pro series to all its models in the iPhone 15 Series.
This requires the panels to be hole-displays and BOE is facing problems making them, the sources said.
However, a variable to all this is that Apple’s camera parts suppliers are facing yield problems.
Sony supplies image sensors to iPhones and LG Innotek the camera module but both are facing lower than expected yield for the parts aimed at Pro Max.
This means Apple could adjust its production schedule while focusing on the Pro model at the same time.
This could buy time for LG Display to receive the approval for iPhone Pro Max as fast as possible while focusing on expanding its supply for iPhone Pro.