One of the reasons for the high cost of the upcoming smartphone with the alleged name of iPhone 8, KGI Securities analyst Ming-Chi Kuo, said that Samsung is the only supplier of OLED displays for Apple. In his note to investors, the analyst pointed out the estimated cost of an OLED display for the iPhone 8 ranging from $ 120 to $ 130 per unit, which is much more expensive than the $ 45- $ 55 that Apple is said to pay for the 5.5-inch LCD screen for the iPhone 7 Plus .
In the opinion of Min-Chi Kuo, Apple is in dire need of an alternative supplier of OLED displays, which would significantly increase its chances of reducing the price of these products when bargaining with Samsung.
However, according to the resource Bloomberg, a possible alternative supplier of LG OLED-panels is not yet all going so smoothly with this direction, as we would like. So Apple may have to cooperate with Samsung longer than expected.
According to Bloomberg sources, Apple will depend on Samsung as the sole supplier of OLED displays at least until 2019, when LG intends to begin mass production of OLED panels. It is reported that the company is currently negotiating with Apple over the details of payment for future supplies of new products.
At the same time, LG still did not manage to solve all the problems with the production of OLED panels. The percentage of the yield of the good products does not yet meet the requirements of Apple. And besides LG is not yet provided with enough equipment for the production of OLED panels due to competition with Samsung.
Bloomberg claims that in 2018 LG will be able to release only a small number of OLED-screens for the iPhone. Alternatively, Apple may start production of some next-generation iPhone models with LG OLED screens next year, but it's only possible to expect large shipments of such displays from LG in 2019 for iPhone. Alternatively, Apple may start production of some of the next-generation iPhone models with LG OLED screens next year, but it's only possible to expect large shipments of such displays from LG in 2019.