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Apple reportedly increased its iPhone 15 Pro OLED volume order for Samsung by 5 million in the fourth quarter of the year. However, the Galaxy parent is reportedly charging the Cupertino giant a higher amount for the OLED orders compared to what LG offers.
Korean website The Elec reported the change, which should be good news for Samsung. The company is already handling all types of OLED orders for all the iPhone 15 models, but the addition of more units means that it will further dominate the OLED order shares from Apple. According to the report, Samsung Display is now expected to bring Apple up to 70 million units of the four types of iPhone 15 series OLEDs by the end of 2023. This is a huge difference from the 20 to 30 million units LG is expected to cover only for the iPhone 15 Pro and iPhone 15 Pro Max OLEDs.
The report noted that there could also be a 2 million increase in the supply of iPhone 15 Pro OLED units by the end of the year. This could further cement Samsung’s position in the OLED business with Apple, allowing it to surpass the OLED units LG is producing for the iPhone 15 Pro. Some industry analysts, nonetheless, reportedly believe that LG could still outpace Samsung in the Pro OLED volume.
Apple’s choice to resort to Samsung is not surprising. As shared in earlier reports, of all the suppliers of Apple, Samsung was the only one that managed to handle the OLED production and test for the iPhone 15 without much trouble. BOE had the biggest issues, while LG later received approval from the iPhone maker. With this, it is likely Apple is considering Samsung as the safe choice among its OLED suppliers.
Unfortunately for Apple, the increase in the OLED order from Samsung has some caveats. As shared by The Elec, compared to LG, Samsung charges Apple higher prices for the OLEDs. This could affect the profit of Apple for the iPhone 15 series. Yet, Apple is apparently choosing Samsung over LG to ensure receiving the needed OLED orders on time. However, it could also mean another thing for Apple: an increasing dependence on Samsung Display for its products.
