Wednesday, October 4, 2023
HomeNewsApple again sows sadness for Samsung with iPhone 15

Apple again sows sadness for Samsung with iPhone 15

## **LG may have overcome the hurdles before supplying Apple with a higher-end display, in time for the iPhone 15 series launch in the fall.** Last year, LG was supposed to deliver low temperature polycrystalline oxide (LTPO) power saving panel for none other than iPhone 14 Pro Max. This was obtained after LG successfully tested production. However, LG encountered some productivity bottlenecks in the last quarter of the year and was unable to deliver more than 10 million such panels, resulting in some iPhone 14 Pro Max shipping delays. Apple was then forced to overcome production risks and deliver orders to (Samsung)( – the company charged a higher price for additional equipment and capacity that the company has to deploy urgently. However, this year, LG has clearly learned its lesson and expanded its own LTPO OLED screen capacity enough for Apple to assign them to supply screens for both the iPhone 15 Pro and iPhone 15 Pro Max. The company may even overtake Samsung in terms of market share in the production of the iPhone 15 Pro series this year. With the iPhone 14 Pro and 14 Pro Max accounting for 60% of iPhone 2022 sales, this will bring a significant change to LG Display’s financial resources. In short, if the iPhone 15 mass orders for LG go as planned, then Samsung’s monopoly on Apple’s OLED supply chain could eventually be broken, severely affecting the company’s revenue. company. The good news for Samsung is that the company will supply screens for all four iPhone 15 models, including the less advanced LTPS screens with 60 Hz refresh rates of the iPhone 15 and 15 Max, so it will still holds a majority stake in the OLED display supply chain for Apple, at least this year Meanwhile, backup supplier BOE has been disappointing in terms of production quality, so Apple has frozen its involvement this company and benefit Samsung.



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