Samsung Display has received approval for mass production of OLED panels for all four models in Apple’s upcoming iPhone 15 series according to a report by The Elec. This is expected to provide a significant advantage to Samsung, as its competitors BOE and LG Display face production disruptions. LG Display received conditional approval for the Pro model, while BOE is encountering struggles with its supply commitments this year.
Samsung Display’s Opportunity Amidst Rivals’ Struggles
BOE is experiencing difficulties with the “Dynamic Island” feature, which requires hole display processing for all iPhone 15 models. Unfortunately, BOE’s panels are suffering from light bleed around the Dynamic Island cutout.
On the other hand, LG Display is facing delays in obtaining mass production approval for the Pro Max model. LG Display’s issues are exacerbated by concurrent production problems with the iPhone’s camera modules from suppliers Sony and LG Innotek, causing a parts backlog. This may influence Apple’s production prioritization towards Pro models, which have constituted a significant portion of iPhone series shipments in recent years.
Following LG Display’s conditional approval, efforts are underway to expedite the Pro Max model’s approval. Despite facing difficulties with bezel and hole display implementation for OLEDs, LG Display aims to increase its iPhone 15 Pro model OLED production. However, ongoing production disruptions for the iPhone 15 Pro Max may result in a larger profit share for Samsung Display, which also benefited last year from LG Display’s production issues.
In addition to these complexities, Samsung Display may increase its material and component orders amid the production intricacies. However, a patent dispute with BOE adds further complications to the market. BOE recently filed for an invalidation trial of one of Samsung Display’s US patents, related to Samsung’s diamond pixel structure, which BOE allegedly used when supplying OLEDs for Apple iPhones since the iPhone 12.
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(Via)
