Apple reportedly handed Samsung Display and LG Display of South Korea a big OLED display opportunity for the iPhone 18 Pro, foldable iPhone, and MacBook Pro.
The US tech giant appears to have exited China, for now, for OLED display supply. Korean firms, Samsung Display and LG Display, likely dominate the OLED display supply for the next-generation Apple products.
According toΒ SemiconductorsX, Samsung Display and LG Display may supply all OLED panels for all the Apple devices coming in 2026. The two Korean companies have grabbed a 100 percent share, and itβs a big blow to Chinaβs BOE.
Apple usually sourced OLEDs from BOE for the standard iPhone model. The company plans to postpone the standard iPhone release to early 2027. This yearβs event could only bring the Pro and Pro Max models of iPhone.
iPhone 18 Pro line is expected to launch in September, and the Korean display suppliers have reportedly begun mass production of the panels.
BOE tried much, but Apple ended up excluding BOE from the premium OLED supply. The Chinese firm now have to wait for a few months as the standard model could be postponed.
In addition to iPhone 18 Pro models, Samsung Display and LG Display have secured huge orders for the next-generation iPad Mini and iPhone Ultra (the first foldable product from Apple).
Samsung could begin producing OLED displays for MacBook Pro next month as it aims to get its new production line functioning. Meanwhile, LG Display has secured the entire stack of OLED supply for the Apple Watch 12.
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