Recently, as Chinese company BOE may not supply OLED panels for Apple’s iPhone 15 series released in the third quarter, there is growing optimism that Samsung and LG could make significant gains in the second half of this year.
According to industry sources, Samsung Display and LG Display are both supplying OLED panels for the iPhone 15 series, which will be released next month.
Media reports have suggested that this year’s iPhone 15 series will feature significant display improvements, such as noticeably narrower bezels compared to its predecessor and the removal of bangs from the top. Apple is also expected to use the same low injection pressure encapsulation (LIPO) technology used in the Apple Watch 7’s display.
According to the news, the iPhone 15 series is expected to come in four versions. Samsung Display will supply OLED panels for all four new iphones, while LG Display will supply OLED panels for two Pro models.
Media pointed out that BOE may not be able to pass Apple’s certification for technical reasons, which may lead to an increase in shipments of Samsung and LG.
“There is a high possibility that 100 percent of the OLED panels for the iPhone 15 series will be supplied by LG Display and Samsung Display,” said Kim Dong-won, a research analyst at KB Securities.
He further said that the possibility of BOE supplying OLED panels for the iPhone 15 series at the end of this year looks even more remote due to technical issues with the Smart Island display process and the OLED technology patent lawsuit against Samsung.