lcd screen for iphone manufacturer

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 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 problems faced by tertiary Apple display supplier BOE appear to have gone from bad to worse, according to a new report. The company is now in danger of losing all orders for the iPhone 14.

Chinese display manufacturer BOE was only ever third-placed in Apple’s supply chain, behind Samsung and LG, but was still hoping to make as many as 40M OLED screens this year for a range of iPhone models.

The global chip shortage was created by a mix of factors. These include increased demand for technology during the pandemic, COVID-related production disruption, and a growing demand for chips by car-makers; as cars rely on increasing numbers of microprocessor units.

Yield rates are always a challenge for Apple suppliers, as the company’s specs are often tighter than those set by other smartphone makers. Even Samsung Display, which has the most-advanced OLED manufacturing capabilities, has at times had yield rates as low as 60% for iPhone displays.

The company was caught having changed the circuit width of the thin film transistors on the OLED panels it made for iPhone 13 earlier this year, people familiar with the matter said.

They also asked the iPhone maker to approve the production of OLED panels for iPhone 14, but didn’t receive a clear response from Apple, they also said.

Cupertino seems poised to give the order for around 30 million OLED panels it intended to give BOE before the incident to Samsung Display and LG Display instead.

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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.

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