is lg making the lcd panel for the lcd iphone supplier

LG Display has ceased making LCD iPhone screens, and abandoned hopes of doing so in the future, according to a supply-chain report. Separately, the company has stated that it may cease making its own smartphones.

LG once rivaled Samsung as a key supplier of iPhone screens, and Apple benefited from having two companies able to meet both technical and volume requirements. Two suppliers provided redundancy in Apple’s supply-chain, as well as giving the company negotiating strength when it came to allocating orders to the two companies.

Things changed when Apple began transitioning to OLED with the iPhone X. LG was late to recognize the industry trend from LCD to OLED, and was ill-prepared for Apple’s switch. That left Samsung as the sole supplier for Apple’s flagship phones for some time.

LG did finally manage to catch up and win Apple OLED orders, but suffered technical problems even after doing so – and Samsung still retains a technical lead.

LG Display has halted production of liquid crystal display (LCD) panels for iPhones, TheElec has learned […] LG Display halted iPhone LCD production at its AP3 line at Gumi in the third quarter. The line also stopped making panels for other phones as well in the fourth quarter.

For LG Display, the LCD line for iPhones has been low in profitability. Apple also used organic light emitting diode (OLED) panels instead for its iPhone 12 series. Sales of iPhones with OLED is also expected to exceed that of those with LCD panels this year.

Apple’s LCD model, iPhone SE, which launched last year, will use LCD panels by JDI and Sharp instead. LG Display had previously attempted to supply LCD for the 2019-model iPhone SE but failed.

The factory which made the LCD screens is reportedly being repurposed to make display panels for cars. LG is the current market leader in automobile displays of nine inches or larger.

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The iPhone SE (2020) owes its affordable appeal in part to being the latest Apple device to launch with a "Liquid Retina" IPS-LCD display. There is a good chance that those buying existing units of this device get one with a panel made by LG. However, thanks to a rather abrupt decision by this OEM"s Display division, there are now no more coming.

According to TheElec, the Korean electronics and components manufacturer has reportedly cancelled its agreement to supply Apple with LCD panels for mobile devices. This, apparently, leaves the OEM in the lurch when it comes to making new SE (2020) units, and has forced it to turn to alternative vendors Sharp and JDI instead.

The iPhone 11 is also LCD and remains to be discontinued; however, the new report does not cover what happens to that flagship variant from now on. However, it does mention that LG"s decision is not so much connected to its rumored exit from the smartphone market as it is to the lack of profit in making non-OLEDmobile screens these days.

Then again, LG LCD panels will still exist, albeit as in-car screens only from now on. They will be of the 20-inch or bigger LTPS TFT variety only, as it seems smaller ones are (again) not making money for its Display arm any more. Similarly, it is reportedly getting out of the amorphous-silicon (aSi) LCD business due to competition from other companies such as BOE and AU Optronics.

Apple has reportedly started to use LG Display as a supplier of OLED panels for the iPhone 14 Pro models, alongside existing supplier Samsung Display.

For the launch of the iPhone 14, the Pro models" OLED panels were provided only by Samsung Display. However, it seems that Apple has brought aboard another supplier for the premium models.

Long-time Apple partner LG Display is thought to be joining the iPhone 14 Pro supply chain, supplying LPTO TFT-type OLED panels. According to sources of ETNews, LG Display started supplying the panels at the end of October.

It is claimed that LG Display was meant to be part of the Pro model supply chain, but an initial production delay set back its inclusion, but it has now gained Apple"s approval.

This is LG Display"s first run at supplying LTPO OLED to Apple for its products, though the technology was first introduced in the iPhone 13 Pro. With a difficult production process, one also complicated by a punch-hole display, it raised the barrier for LG Display to meet Apple"s standards.

Samsung Display has supplied its LTPO OLED to Apple for mobile use for the last two years, with its display technology described as stable. With LG"s inclusion, Samsung Display will be supplying fewer panels to Apple.

With the change in suppliers, LG Display will be providing screens for two iPhone models, Samsung Display will be doing so for all four iPhone 14 models, and BOE will continue supplying for the iPhone 14.

LG Display isn"t just working on the iPhone 14 Pro models. It is also reportedly developing foldable screens for future iPhones, microOLED displays for Apple"s AR headset, and is also trying to muscle in on the OLED iPad supply chain.

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LG and Samsung are the two main suppliers for Apple when it comes to LCDs for iPhone SE. LG displays are also the supplier for the OLED for the iPhone 12 lineup. But it seems LG is no more a supplier for Apple, as per an industry report. LG is a major manufacturer of displays and it also supplies a small share of OLED to Apple which is used in iPhone 12. According to a new report, LG is no longer an LCD supplier for iPhone SE and moving forward the company will focus on vehicle displays.

According to a report from The Elec, the LCD line for iPhone was not making a profit for LG and considering this the company has decided to shut down the iPhone LCD screen production. The report suggests that the shut down was held in the third quarter of 2020. Lately, LG stopped producing LCDs for all smartphone by the end of last quarter and it seems that the company has its plans.

Apple also shifted its entire iPhone lineup on OLED displays in late 2020. Only the iPhone SE was the one which was released with an LCD display. Apple deals with multiple suppliers for its iPhone displays but Samsung is the major supplier for OLED display and rests LG makes it for Apple.

Apple has also tried other display manufacturers like BOE for OLED display. It seems that the company run into production quality issues with the OLED panels and Apple didn’t rely on them, as per supply chain report. A recent report, suggest that Apple is relying on Sharp and JDI for LCD panels supply for now. Meanwhile, LG will repurpose its LCD facilities and start making low-temperature polycrystalline silicon (LTPS) thin-film transistors (TFT), which are used in the vehicle for touch screen display.

Apple has reportedly picked LG Display as its second maker of flexible OLED displays, according to Korean tech news site ETNews. Rumors of Apple using LG as a possible alternative OLED screen supplier sprung up in June, and today’s news cites unidentified sources that claim LG’s OLED panels had passed Apple’s quality tests recently.

Until now, Samsung has been Apple’s sole OLED screen supplier since the iPhone X was introduced in 2017. Samsung, which agreed to provide around 100 million OLED displays in the initial deal, had enjoyed a monopoly, which allowed the company to control pricing. If LG enters the picture as a second supplier, it could minimize Apple’s reliance on Samsung.

If the deal moves forward, the LG Display OLED screens will most likely be used for the iPhone XS and XS Max, the only iPhones that use OLED screens. They won’t be used for the cheaper iPhone XR, which was also announced on Wednesday, because it uses an LCD screen. LG uses OLED screens for its own V30 smartphone — which was called “an ugly disappointment” by my colleague Vlad Savov — and it currently supplies OLED screens for the Google Pixel 2 XL, which has also faced a host of display issues.

Although it was reported in April that LG couldn’t meet Apple’s demands for OLED displays, the new quality tests seem to have quelled any doubts Apple had about the partnership. The ETNews source also reports that LG is now gearing up for mass production at its new OLED manufacturing plant, so LG displays may be closer than we think.

Chinese display manufacturer Beijing Oriental Electronics (BOE) could lose out on 30 million display orders for the upcoming iPhone 14 after it reportedly altered the design of the iPhone 13’s display to increase yield rate, or the production of non-defective products, according to a report from The Elec (via 9to5Mac).

Apple tasked BOE with making iPhone 13 displays last October, a short-lived deal that ended earlier this month when Apple reportedly caught BOE changing the circuit width of the iPhone 13’s display’s thin-film transistors without Apple’s knowledge. (Did they really think Apple wouldn’t notice?).

This decision could continue to haunt BOE, however, as Apple may take the company off the job of making the OLED display for the iPhone 14 as well. According to The Elec, BOE sent an executive to Apple’s Cupertino headquarters to explain the incident and says it didn’t receive an order to make iPhone 14 displays. Apple is expected to announce the iPhone 14 at an event this fall, but The Elec says production for its display could start as soon as next month.

In place of BOE, The Elec expects Apple to split the 30 million display order between LG Display and Samsung Display, its two primary display providers. Samsung will likely produce the 6.1 and 6.7-inch displays for the upcoming iPhone 14 Pro, while LG is set to make the 6.7-inch display for the iPhone 14 Pro Max.

According to MacRumors, BOE previously only manufactured screens for refurbished iPhones. Apple later hired the company to supply OLED displays for the new iPhone 12 in 2020, but its first batch of panels failed to pass Apple’s rigorous quality control tests. Since the beginning of this year, BOE’s output has also been affected by a display driver chip shortage.

While Samsung will continue to supply approximately 80 per cent of iPhone displays, rumours claim that a little-known company called BOE looks set to become Apple’s second-largest OLED supplier. Not only is this a sign that Apple’s lowest-cost iPhone 12 model will likely make the leap from LCD to OLED this year, but it’s also a sign that Apple is looking to diversify which manufacturers it uses, and potentially looking to ready itself for a move into the display market itself.

You, like many of us when we first read the rumours, are probably wondering who the hell BOE is, and how it managed to score such a big deal despite its relatively unknown status. However, BOE is, in fact, the largest display manufacturer in China, supplying screens for smartphones, TVs and other electronic devices and home appliances.

The company, which was founded in Bejing in 1993 and acquired SK Hynix"s STN-LCD and OLED businesses back in 2001, is ranked second in the world when it comes to flexible OLED shipments, holding a market share of 11 per cent during the first quarter of this year. It, naturally, is still a long way behind market leader Samsung, which owned 81 per cent market share of the OLED market in the same quarter. Still, with a sizable chunk of the OLED market already under its belt, it perhaps won’t come as too much of a surprise – now, at least – that the firm already has some big-name allies.

BOE’s display technology is currently being utilised in Huawei"s most popular smartphone models, including the high-end P and Mate series, and it reportedly will manufacturer the palm-stretching screen set to appear on this year’s Huawei Mate 40.

BOE even provided the flexible OLED used in the foldable Huawei Mate X, which has proven way more reliable than Samsung’s flexible OLED efforts. Perhaps, then, it’s somewhat unsurprising that Samsung is reportedly considering using BOE screens for its future devices, likely at the expense of its own industry-dominating Samsung Display unit.

BOE’s surprising alliance with Apple isn’t the only time the two companies have worked together, either; the Chinese manufacturer already makes LCD screens for Apple"s older iPhones, and its tiny OLED panels are currently used in some Apple Watch models. It’s unclear how much BOE and Apple’s latest deal is worth, but it’s likely in the billions. According to online reports, Samsung’s deal with the iPhone maker is thought to be worth around $20 billion annually, so if BOE manages to secure 20 per cent of Apple’s display orders going forward, such a deal could be worth as much as $4bn.

Although BOE has managed to muscle its way into Apple’s exclusive list of OLED suppliers, and has invested heavily in facilities and equipment in order to meet the firm’s demands, the new partnership hasn’t got off to a flying start. According to reports, the company’s flexible OLED panels have not yet passed Apple’s final validation. This means, according to rumours, that BOE’s screens might not show up in the first batch of iPhone 12 models, and will instead start shipping on handsets at the beginning of 2021, with Apple instead set to re-increase its reliance on LG in the short term.

Scenarios like this, along with the fact that Apple is clearly looking to lessen its reliance on big-name display makers, makes us think that it won’t be long until the company ultimately stops relying on others altogether; after all, it’s no secret that Apple wants to control every aspect of its hardware development.

The display market could be Apple’s next target. Not only does the company already manufacturer screen technology in the form of its Pro Display XDR, but a recent Bloomberg report claims that Apple is “designing and producing its own device displays” and is making a “significant investment” in MicroLED panels. This technology utilises newer light-emitting compounds that make them brighter, thinner and less power-intense than the current OLED displays.

Apple’s efforts in MicroLED are reportedly in the “advanced stages”; the company has applied for more than 30 patents, and recent rumours suggest the firm is also considering investing over $330 million in a secretive MicroLED factory with the goal of bringing the technology to its future devices.

While Samsung will continue to supply approximately 80 per cent of iPhone displays, rumours claim that a little-known company called BOE looks set to become Apple’s second-largest OLED supplier. Not only is this a sign that Apple’s lowest-cost iPhone 12 model will likely make the leap from LCD to OLED this year, but it’s also a sign that Apple is looking to diversify which manufacturers it uses, and potentially looking to ready itself for a move into the display market itself.

You, like many of us when we first read the rumours, are probably wondering who the hell BOE is, and how it managed to score such a big deal despite its relatively unknown status. However, BOE is, in fact, the largest display manufacturer in China, supplying screens for smartphones, TVs and other electronic devices and home appliances.

The company, which was founded in Bejing in 1993 and acquired SK Hynix"s STN-LCD and OLED businesses back in 2001, is ranked second in the world when it comes to flexible OLED shipments, holding a market share of 11 per cent during the first quarter of this year. It, naturally, is still a long way behind market leader Samsung, which owned 81 per cent market share of the OLED market in the same quarter. Still, with a sizable chunk of the OLED market already under its belt, it perhaps won’t come as too much of a surprise – now, at least – that the firm already has some big-name allies.

BOE’s display technology is currently being utilised in Huawei"s most popular smartphone models, including the high-end P and Mate series, and it reportedly will manufacturer the palm-stretching screen set to appear on this year’s Huawei Mate 40.

BOE even provided the flexible OLED used in the foldable Huawei Mate X, which has proven way more reliable than Samsung’s flexible OLED efforts. Perhaps, then, it’s somewhat unsurprising that Samsung is reportedly considering using BOE screens for its future devices, likely at the expense of its own industry-dominating Samsung Display unit.

BOE’s surprising alliance with Apple isn’t the only time the two companies have worked together, either; the Chinese manufacturer already makes LCD screens for Apple"s older iPhones, and its tiny OLED panels are currently used in some Apple Watch models. It’s unclear how much BOE and Apple’s latest deal is worth, but it’s likely in the billions. According to online reports, Samsung’s deal with the iPhone maker is thought to be worth around $20 billion annually, so if BOE manages to secure 20 per cent of Apple’s display orders going forward, such a deal could be worth as much as $4bn.

Although BOE has managed to muscle its way into Apple’s exclusive list of OLED suppliers, and has invested heavily in facilities and equipment in order to meet the firm’s demands, the new partnership hasn’t got off to a flying start. According to reports, the company’s flexible OLED panels have not yet passed Apple’s final validation. This means, according to rumours, that BOE’s screens might not show up in the first batch of iPhone 12 models, and will instead start shipping on handsets at the beginning of 2021, with Apple instead set to re-increase its reliance on LG in the short term.

Scenarios like this, along with the fact that Apple is clearly looking to lessen its reliance on big-name display makers, makes us think that it won’t be long until the company ultimately stops relying on others altogether; after all, it’s no secret that Apple wants to control every aspect of its hardware development.

The display market could be Apple’s next target. Not only does the company already manufacturer screen technology in the form of its Pro Display XDR, but a recent Bloomberg report claims that Apple is “designing and producing its own device displays” and is making a “significant investment” in MicroLED panels. This technology utilises newer light-emitting compounds that make them brighter, thinner and less power-intense than the current OLED displays.

Apple’s efforts in MicroLED are reportedly in the “advanced stages”; the company has applied for more than 30 patents, and recent rumours suggest the firm is also considering investing over $330 million in a secretive MicroLED factory with the goal of bringing the technology to its future devices.

LG and Samsung were once rivals when it came to manufacturing screens for iPhones. Competition between the suppliers was neck-to-neck, but things changed when Apple moved to OLED displays with iPhone X. LG was late to realize the transition, and up until then, Samsung was the sole supplier of OLED screens for iPhone. iPhone 12’s OLED display is provided by both LG and Samsung.

Now, a new report from TheElec states that LG Displays has abandoned any plans of making LCD screens for iPhone. TheElec says that the company stopped the production in the third quarter of last year only, and now has abandoned all plans of manufacturing it in the future.

LG Display has halted production of liquid crystal display (LCD) panels for iPhones, TheElec has learned […] LG Display halted iPhone LCD production at its AP3 line at Gumi in the third quarter. The line also stopped making panels for other phones as well in the fourth quarter.

The report states that making LCD screens for Apple has proven to be “low in profitability” for the company. And, with Apple shifting to OLED from LCD with this year’s iPhone 12 lineup, LCD business is only expected to go down.

The last iPhone that used an LCD display was the 2020’s iPhone SE, and even those screens were supplied by JDI and Sharp. LG tried to supply LCD for the iPhone SE but failed in acquiring the order.

The report, moreover, states that the factory will now be used to supply display panels for cars. With the upcoming Apple Car, and the whole electric car ecosystem growing, LG might land an order for Apple’s Car. LG is the market leader in automobile displays of nine inches or larger.

With LG wrapping up its LCD business, it may seem like Apple short of LCD suppliers. But that isn’t the case, Japan Display and Sharp are expected to supply LCD for iPhones manufactured this year.

LG and Samsung are the two main suppliers for Apple when it comes to LCDs for iPhone SE. LG displays are also the supplier for the OLED for the iPhone 12 lineup. But it seems LG is no more a supplier for Apple, as per an industry report. LG is a major manufacturer of displays and it also supplies a small share of OLED to Apple which is used in iPhone 12. According to a new report, LG is no longer an LCD supplier for iPhone SE and moving forward the company will focus on vehicle displays.

According to a report from The Elec, the LCD line for iPhone was not making a profit for LG and considering this the company has decided to shut down the iPhone LCD screen production. The report suggests that the shut down was held in the third quarter of 2020. Lately, LG stopped producing LCDs for all smartphone by the end of last quarter and it seems that the company has its plans.

Apple also shifted its entire iPhone lineup on OLED displays in late 2020. Only the iPhone SE was the one which was released with an LCD display. Apple deals with multiple suppliers for its iPhone displays but Samsung is the major supplier for OLED display and rests LG makes it for Apple.

Apple has also tried other display manufacturers like BOE for OLED display. It seems that the company run into production quality issues with the OLED panels and Apple didn’t rely on them, as per supply chain report. A recent report, suggest that Apple is relying on Sharp and JDI for LCD panels supply for now. Meanwhile, LG will repurpose its LCD facilities and start making low-temperature polycrystalline silicon (LTPS) thin-film transistors (TFT), which are used in the vehicle for touch screen display.

Apple gave the South Korean company the thumbs-up after its OLED panels passed the iPhone maker"s quality tests, according to Reuters, which cited an article in the South Korea-based Electronic Times that used an unidentified source.

Apple decided to equip this year"s lineup of iPhones entirely with OLED panels. LG Display, which has endured six consecutive quarterly operating losses, is expected to fulfill much of this extra demand. The company will supply 20 million OLED panels this year, or five times the volume from the previous year, a source said.

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This is a month faster than for the iPhone 12 last year. Apple launched iPhone 12 later than usual due to problems with procuring components for the phones from the COVID-19 pandemic.

Samsung Display began production for the OLED panels to be used in iPhone 13 mid-month. LG Display began production recently, people with direct knowledge of the matter said.

Samsung began organic material deposition a week earlier than LG. For the module process, where the panel is finished, Samsung’s started around ten days earlier than LG.

Cupertino failed to fully capitalize on iPhone 12’s popularity early on and had faced difficulty in securing initial stock to meet the higher-than-expected demand.

Samsung is the sole supplier of low-temperature polycrystalline oxide (LTPO) thin-film transistor (TFT) OLED panels, which supports 120Hz refresh rate. Apple is planning to use LTOP TFT OLED for the two top tier models. LG Display will be supplying low-temperature polycrystalline silicon (LTPS) TFT OLED panel for the two lower tier models.

Including the iPhone 12 series and other legacy models, Samsung is expecting to supply up to 120 million to 130 million units of OLED panels to Apple this year. LG is hoping for up to 50 million units.

Market research firm Omdia expects Samsung Display to manufacture 110 million units if OLED panels for iPhone this year, while LG Display is expected to make 50 million units. BOE is expected to make 9 million units, according to Omdia.

Samsung Display is making the panels at its A3 line at its Asan plant. LG Display is doing so at E6 line at its Paju plant. LG considered turning some parts of its E5 line at its Gumi plant for OLED panel production, but Apple didn’t approve of the move.

The company supplied only 6.1-inch OLED panels for iPhone 12 last year, but it will also be manufacturing 5.4-inch panels for the new iPhone. This means it can utilize more of its Gen 6 (1500mm x 1850mm) substrate to make more panels per substrate.

The iPhone 14 will be the first since 2017 to deliver two distinct designs in September. Rumors say the iPhone 14 Pro versions will receive a dual-hole cutout to replace the notch, while the cheaper iPhone 14 models will stick with the same OLED displays as the current iPhone 13 models.

That’s not the only change that Apple is making to its iPhone displays this year, with a report from China indicating that local screen maker BOE has finally inked a supply deal for the iPhone.

The iPhone 14 and iPhone 14 Pro will feature OLED displays similar to their predecessors. We’re looking at OLED screens for all four models, coming in two sizes. The iPhone 14 and iPhone 14 Pro will have 6.1-inch OLED screens. The Max versions of these phones will feature 6.7-inch displays. But only the Pro and Pro Max models will support a 120Hz refresh rate (or ProMotion).

It took Apple a long while to get to a place where every new iPhone comes with OLED panels on board. The iPhone SE is the only exception, but every iPhone 14 display will be of the OLED variety.

The iPhone X brought the first OLED panel to the iPhone, which played a significant role in the notch design the handset introduced. That was back in 2017 when Apple launched two different iPhone designs part of the same generation.

The iPhone 8 models featured the same design as the iPhone 7, although they rocked glass sandwich designs. But they featured LCD screens instead of OLED. Apple recycled the design for the iPhone SE 2 and iPhone SE 3.

The introduction of OLED panels allowed Apple to go for an all-screen design with minimal bezels. That’s because the OLED panel under the glass layer is flexible, so Apple folded the screen’s bottom inward. More importantly, the switch to OLED allowed Apple to improve the overall screen quality of the handset.

The iPhone maker needed three more years to bring OLED tech to all iPhone models. It happened with the iPhone 12 series last year, which brought a major chassis redesign. But all four iPhones got OLED screens. Then, the iPhone 13 series introduced Apple’s first ProMotion screen for the iPhone. These were LTPO OLED panels that support dynamic refresh rates of up to 120Hz.

One of the reasons why Apple couldn’t upgrade all iPhones to OLED tech concerns supply. The panels are costly, and only Samsung could supply them. Rivals LG and BOE have been looking to win OLED panel orders from Apple for years. But they also needed time to match Samsung’s quality and meet Apple’s expectations.

A few days ago, a report claimed that Apple will use LTPO panels from Samsung and LG for the iPhone 14 Pro and iPhone 14 Pro Max. Samsung will manufacture all iPhone 14 Pro Promotion screens. But it’ll share the Pro Max supply with LG. At the time, we told you this was a big win for Apple.

The more parts suppliers Apple has, the faster it can bring 120Hz refresh rate support to the cheaper iPhones. More supply would also help Apple ink better supply deals. Keeping manufacturing costs down could also prevent Apple from raising iPhone prices down the road.

With that in mind, the addition of BOE to the iPhone 14 display supply chain is also a big development. It means BOE’s OLED panels are finally meeting Apple’s quality expectations. A report from China indicates that the Chinese screen supplier inked a deal worth 50 million yuan ($7.63 million). BOE will reportedly provide up to 25% of the 6.1-inch OLED panels serving the iPhone 14.

BOE has supplied OLED panels for Apple for screen replacements in the past. But this is the first time it reportedly won a supply contract for a brand new iPhone.

It’s likely that Samsung and LG will supply the bulk of iPhone 14 and iPhone 14 Max OLED panel orders. However, the addition of BOE to the iPhone supply chain indicates that more screen makers are ready to meet Apple’s demands. These display wars should help Apple improve the iPhone screen experience in the future and upgrade iPads and Macs displays. Rumors do say that Apple wants to bring OLED screens to these devices in the future.

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