X

Business

Samsung may lose iPhone X OLED panel orders from Apple

The iPhone X is Apple’s first smartphone with an OLED display. Since Samsung has a near monopoly in the smartphone OLED panel market, Apple had no choice but to source the display panel from its biggest rival. The company stood to gain billions of dollars by supplying Apple with OLED panels for the iPhone X and it has done just that.

Apple may have some leverage in price negotiations with Samsung

Apple, like other companies, like to diversify its supply chain so that it’s not completely dependent on one supplier for the components that it needs. LG was previously trying to win orders from Apple as well for OLED displays and now it appears that Samsung might lose out on some iPhone X OLED panel orders from Apple.

Bloomberg reports that LG will soon begin supplying between two and four million units of OLED panels for Apple’s iPhone X. The quantity is small relative to the iPhone X sales but it’s a step in the right direction for Apple Moreover, LG continues to work on ramping up capacity and may soon be able to supply more panels.

Samsung’s monopoly enabled the company to charge Apple as much as it could for the panels. It reportedly makes $110 on every iPhone X and the figure includes the display panel, batteries, chips and capacitors. Having another supplier in the bag will help Apple in price negotiations with Samsung and its leverage will only increase once LG is capable of supplying more panels.

LG’s OLED panels will reportedly be used in Apple’s second-generation iPhone X which is due later this year.

7 Comments

Sign in »

7
Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

raphael nwalozie
raphael nwalozie

hello pls i need some help, I stay in morocco and i barely get security patch updates on my note 8. can i flash XEF firmware into my note 8 knowing that here in morocco its MWD. will there a problem?

adiwilko76
adiwilko76

XEF is France firmware so I’d imagine you wouldn’t get updates and carrier signals etc would probably stop. I wouldn’t worry about security patch updates because you’ll get them as and when required.

dagger1
dagger1

Karma for Samsung’s BS update policy?

Biransahin
Biransahin

Você é um idiota! 😎

EngAlvarado90
EngAlvarado90

I think the Karma would be for Apple for being cheap by using blueish LG panels.

Sotirisdim4
Sotirisdim4

Lmao, the X stands for Xtra screen retention from LG OLED panels… I weep for the day an LG panel ends up in anything other than its own phones and the Pixels

Biransahin
Biransahin

They may order less than 3% of their displays from LG only to pressure Samsung to lower the price. I doubt if they will use any LG mobile displays and if I was an iPhone buyer I would be praying that the screen on my phone was a Samsung and not an LG screen. LG cannot even fix the quality issues on their own devices, never mind someone elses, (see Google Pixel 3 XL) This is merely dumb click bait.