It is revealed that Apple iPhone 16 / Pro series OLED screens are once again dominated by Samsung and LG Display, with orders reaching 130 million units this year

According to news on June 6, Naver quoted industry insiders as saying that Samsung Display and LG Display have been approved to mass-produce OLED panels for Apple’s iPhone 16 series models, which can be said to be expected.

According to reports, Samsung Display will supply OLED panels for all four models of the iPhone 16 series, while LG Display will supply OLED panels for two models of the Pro series. Industry sources revealed that Samsung Display has ordered approximately 90 million units this year, and LG Display has nearly 43 million units. Samsung Display is expected to start mass production in June, with the first batch of iPhone 16 regular and Pro Max versions being produced. OLED panels, and LG Display will be the first to produce OLED panels for iPhone 16Pro. Industry insiders pointed out that as Samsung Display and LG Display once again successfully won iPhone orders, the two companies are expected to continue to maintain their leading positions in the iPhone market and the small and medium-sized OLED market. In addition, since the two models of the Pro series are equipped with high value-added LTPO low-temperature polycrystalline oxide material, it is expected to benefit in terms of performance and profit margins. Naver said that this is also the first time since LG Display became an iPhone OLED panel supplier that it can complete the normal production plan without delay (last year there were delays in the mass production of iPhone 15 series OLED panels, which allowed Samsung is shouldering the extra part, and the company has experienced similar production issues with the iPhone 14 series). As for BOE, which everyone is thinking about, an industry insider said that BOE does supply OLED panels for the iPhone 15 series, but these panels "are for refurbishment, not mass production." He also mentioned that "Apple chose BOE as the OLED supplier for another model (iPhone SE4), and it seems that it also considered the possibility of not supplying it with iPhone 16." Some analysts believe that this is Samsung Display's lawsuit against BOE in the United States is having an impact (Note: Samsung Display filed a lawsuit with the U.S. International Trade Commission and the court, claiming that BOE infringed on its patents and trade secrets in "OLED diamond arrangement"), and Apple is worried that if BOE's defeat will have an impact on the supply chain, because BOE has not yet been approved to supply OLED panels for the iPhone 16 series. In addition, some analysts believe that BOE is struggling in thin film transistor (TFT) technology, which is also one of the reasons why Apple has concerns about it. Related reading: "It is reported that Apple has approved the mass production of iPhone 16 Pro display screen, with narrower bezel" "The bezel is scheduled to be "the narrowest in the world", Apple iPhone 16 Pro Max size revealed: all four sides are equally wide" "The "body" parameters of the four Apple iPhone 16 models are exposed: Pro Max bezel is scheduled to be "the narrowest in the world""

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