Apple will apparently be tasking LG with more responsibility for producing iPhone displays going forward, as it is now only churning out panels for the cheaper iPhone 12 models. The Elec is reporting that LG Display will be greatly expanding its capacity for producing modern LTPO OLED displays and industry sources claim that’s what “Apple is planning to apply for next year’s new iPhone top model.”
Wait, what? Could LG be augmenting Samsung as an Apple OLED display supplier for next year’s iPhone 13 models, or whatever Apple names them? It sounds like it, as LG wouldn’t be expanding capacity of its “Apple line” on the conveyor belts without getting direct approval from Cupertino, both in terms of quality and of quantity. Currently, LG is said to produce more than 20 million iPhone 12 and 12 Pro panels, with the Chinese from BOE waiting in the wings to pick up the slack.
Last year, Apple tried to move away from Samsung by probing LG and BOE but their yield wasn’t nearly enough for anything but small batches or repair parts, so Samsung again got the lion’s share of iPhone OLED supply orders. Now, however, Apple is apparently confident that LG is finally up to the task, and Korean media reports that it has ordered 20+ million 6.1″ iPhone 12/Pro panels from it.
Most important development on the iPhone 13 models from my perspective will be ProMotion with variable refresh rates through LTPO adoption on the Pro models.
— Ross Young (@DSCCRoss) October 2, 2020
Source: Phonearena
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