In one fell swoop, Apple is predicted to become the world’s largest client for modern flexible OLED displays, even after resisting the switch from LCD to OLED for years, and thus being late to the game – last year’s most popular phone, the iPhone 11, still carries an LCD panel, for instance.
It was not until this year's iPhone 12 series announcement that Apple confirmed its complete LCD for OLED switcheroo, at least for its handset business. The release of the 6.1" iPhone 12 marks a watershed moment for the OLED panel industry, and, more specifically, for its flexible display section.
When it's time for the iPhone 13 production next year, it turns out, "half of the new flexible organic light-emitting diode (OLED) smartphones will be Apple iPhones," reports the market research company Stone Partners.
This year's estimate of flexible OLED smartphone shipments is forecast to be 270 million units, a big increase from last year thanks in no small part to Apple, whose iPhone 12 models are predicted to sell 90 million units by year's end.
Now, however, Apple is apparently confident that LG is finally up to the task, and Korean media has been reporting that it has ordered 20 million 6.1" iPhone 12 panels from it. The 12 is a direct heir of the iPhone 11 which in turn has been the most popular phone to buy in the US since launch.
The fact that Apple is trusting LG with its 6.1" OLED panel demonstrates a level of preparedness that LG probably didn't have last year, and explains the heavy investments and prioritization of its small and medium size OLED panel production lines. The other three new iPhones - the 5.4" iPhone 12 mini, the 6.1" iPhone 12 Pro, and the 6.7" iPhone 12 Pro Max - have displays supplied by Samsung, to the tune of at least 55 million orders in total. Those figures show that Apple expects at least 75 million iPhones to be sold in the first quarter after the iPhone 12 release in the fall, and a big chunk of those may be with LG-made displays.
Source: Phonearena
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