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The mass production of displays needed for the iPhone 15 line has started. However, of Apple‘s three suppliers, only Samsung has received the nod from the Cupertino giant. This translates to a huge benefit for Samsung, and a new report claims this could lead to an OLED order increase for the South Korean company again this year.
This week, a report from the Korean website The Elec revealed that the mass manufacturing of the display for the iPhone started. It shared that the company received the approval of Apple for all four types of OLEDs dedicated to the upcoming iPhone 15 series and that the delivery has begun. However, it also noted that the other two companies meant to help with the display productions, LG and BOE, were experiencing issues. Specifically, it shared that LG was only given conditional approval to push it to make significant changes before moving to mass production, while Chinese company BOE “is unlikely to deliver iPhone 15 OLED this year.”
This means a huge business benefit for Samsung by being a few steps ahead of its competitors. The Elec says it should also mean that Samsung could witness its “supply of OLED panels for iPhones grow again this year.”
These setback from rivals is expected to boost Samsung Display’s supply of OLED panels to Apple this year.
It was much the same last year as LG Display also faced production problems, which helped Samsung Display increase its volume and profit from its OLED panel supply.