Join us on Telegram | Early Samsung Black Friday deals, check them out right now!

SamMobile has affiliate and sponsored partnerships. If you buy something through one of these links, we may earn a commission. Learn more.

Samsung’s future as a display supplier for Apple may be in jeopardy

Business
By 

Last updated: March 19th, 2018 at 11:14 UTC+01:00

Samsung is the global market leader for OLED displays and that position helped it win Apple’s business for the iPhone X’s display. The iPhone X is the first smartphone from Apple to feature an OLED display and Samsung is the only manufacturer that could supply the displays in the volume that the company requires while adhering to its quality standards.

Many earlier reports have suggested that Apple wants to reduce its reliance on Samsung and third-party suppliers in general. We have seen the company move the production of many of the iPhone’s components in-house and it’s now said to be doing the same for displays as well. Apple has reportedly started developing its own screens for the first time at a secret facility for test purposes.

Apple could shift to Micro-LED displays

Apple’s iPhone X contract is a very lucrative one. Samsung is expected to make billions of dollars supplying OLED panels for Apple’s new flagship and while reports have suggested that the company is having to cut production as Apple has reduced orders, it’s going to make a pretty penny nonetheless.

As reports about Apple cutting iPhone X display orders surfaced, Samsung Display downplayed the potential impact on its business by saying that its business “will not be affected much by a certain customer.” That was in respose to a potential demand drop, though, as the bottom line would surely take a hit if orders from Apple were to completely dry up.

That might very well happen in the future. Apple is reportedly designing and producing its own device displays for the very first time in a secret facility near its headquarters in California. It has made small numbers of screens for testing purposes, sources tell Bloomberg.

Apple is reportedly developing Micro-LED displays which use different light-emitting compounds compared to OLED panels and have the potential to make future devices even slimmer. It’s said that the Apple Watch is likely going to be the first product to feature Apple’s own Micro-LED technology but it’s too soon to say when that iteration of its smartwatch might arrive.

Samsung is working on Micro-LED technology as well and has demonstrated what it can do with it by making a 150-inch TV called The Wall. However, if Apple is able to get the ball rolling on its Micro-LED ambitions, there might come a time when it shifts iPhone displays to this technology to eliminate the need of sourcing panels from third-parties such as Samsung.

Small wonder that shares of screen makers like Samsung, Japan Display and Sharp also declined once this report was published.

Source Business micro-LED
Load 3 comments

You might also like

Here’s why the 99-inch Samsung Micro LED TV launch has been delayed

MicroLED TVs are yet to hit the mainstream, primarily due to the prohibitively high costs associated with development. That hasn’t stopped Samsung from making a foray into the market, though. Samsung’s The Wall TV uses the technology and it is objectively one of the best smart TVs money can buy. There is, however, one Samsung […]

  • By Anil Ganti
  • 1 year ago

Samsung to reportedly launch micro LED TVs later this year

While Samsung makes some killer QLED TVs, there’s not a lot of room for improvement in the underlying technology. The micro LED technology offers image quality similar to that of OLEDs, featuring perfect blacks, but with much higher brightness and no burn-in issues. A lot of TV brands, including Samsung, are expected to slowly shift […]

  • By Asif Iqbal Shaik
  • 3 years ago

Samsung might unveil 150-inch Micro-LED TV at CES 2018

It was reported a couple of months ago that Samsung was working hard to develop alternative technologies for next-generation premium TVs. It had reportedly accelerated its efforts to create a Micro-LED TV. It even acquired a Taiwan-based company earlier this year to use its Micro-LED technology in next-generation TVs. According to a new report out […]

  • By Adnan Farooqui
  • 5 years ago

Samsung might acquire micro-LED developer PlayNitride

If a new report is believed, Samsung might be interested in acquiring PlayNitride. This Taiwan-based company manufactures micro-LED panels. Samsung is said to be interested in manufacturing micro-LED displays for its VR headsets and may even use the technology for some TV models as well. Micro-LEDs aren’t that popular as yet but market analysts believe […]

  • By Adnan Farooqui
  • 6 years ago