For each component manufacturer and OEM, being able to enter the Apple supply chain means being recognized by the industry and the market. The supply chain around OLED screens, one of the most important components in the iPhone, is equally competitive.
According to South Korean tech website THE ELEC, Samsung Display's share of the recently released iPhone 14 series OLED screen market is expected to exceed 70% by the end of this year,Is the biggest supplier of OLED screens to Apple. The iPhone 14 series shipped an estimated 90 million units by the end of the year.
The iPhone 14 is expected to ship 120 million OLED screens by the end of this year. Supply of Samsung Display is estimated at around 80 million units, or just over 70%.LG Display is expected to produce more than 20 million units, or about 20 percent; Boe will get 5 million to 6 million yuan, or about 5 percent.
There are four screen types in the iPhone 14 series, and Samsung Display offers OLED screens for all four,LG Display offers two types, the 6.1-inch LTPS screen and the 6.7-inch LTPO screen on the iPhone 14 Pro Max, while boe only offers the 6.1-inch LTPS screen.
Of the 80 million screens Samsung expects to ship, at least 60 million will be for the high-end iPhone 14 Pro and iPhone 14 Pro Max models. Aside from its own strength, there are objective reasons why Samsung Display is leading Apple as an OLED display supplier. — Companies such as LG Display have been facing production problems.
Boe is expected to ship 5 million to 6 million OLED screens for the generic version of the iPhone 14. Boe is expected to expand shipments of general-purpose OLED screens if demand for the entire iPhone 14 series is strong this year and Samsung Display does not focus on the LTPO screen version.
But for now,Demand for the iPhone 14 and iPhone 14 Plus continues to be sluggish, making it harder for boe to grab another slice of the pie.
In addition to the just-released iPhone 14 series, the next generation iPhone 15 series is also expected to use OLED displays.Apple has put a lot of emphasis on OLED screens in recent years, and it's not out of the question that the new iPhone SE, which could be released in 2024, will have an OLED screen.
There are also rumors that a new iPad with an OLED screen could debut in 2024. Apple's OLED screen supply chain is set for another round of competition.