Samsung would have increased the production of OLED displays thanks to the commercial success of the iPhone 11 Pro and 11 Pro Max, whose screen is equipped with this technology, while the successor of the iPhone XR (iPhone 11) still uses the LCD one. According to sources of the local newspaper Money Today, the goal would be to supply Apple with up to 50 million panels in the second half of the year.
More specifically, in the third quarter – which ended in late September – Samsung provided Apple with 22.2 million panels. The estimates include the two denominations of 5.85 and 6.46″.
In detail, the display firm supplied :
- 3.9 million in July
- 8.4 million in August
- 9.9 million in September.
The supply volume in September, in particular, is 40 percent higher than the initially planned 6.9 million units, the report said.
The forecasts for the following months are 9.8 million in October and 5 million in November. While for December there is still no reliable information. It follows that the total should be between 40 and 50 million displays. Although they are already important figures. It is good to keep in mind that Samsung is not the only supplier of OLEDs for the iPhone. Even if it is the main one (it is estimated around 90%). LG is also part of the game, and next year BOE should also be added.